Model Update
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Model-update is a Claude skill that refreshes a financial model with new earnings, guidance, or macro data and recalculates valuation.
About
Model-update is a skill that refreshes an existing financial model with new data such as quarterly earnings, management guidance, or macro changes. It plugs in reported actuals, revises forward estimates with stated assumption changes, recalculates valuation and price targets, and summarizes whether the change is thesis-changing or noise. An equity analyst uses it after earnings or a guidance update to keep estimates and the rating current.
- Plugs new quarterly actuals, guidance, or macro changes into an existing financial model
- Revises forward estimates and recalculates DCF, P/E, and EV/EBITDA price targets
- Flags whether a change is thesis-changing or noise and compares to consensus
Model Update by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
model-update capabilities & compatibility
- Capabilities
- morning note · macro rates monitor · lbo model
- Works with
- excel
- Use cases
- data analysis · research
What model-update says it does
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.
Adjusts estimates, recalculates valuation, and flags material changes.
Is this a thesis-changing event or noise?
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Update a financial model with new earnings or guidance, revise estimates, and recalculate the valuation and price target.
Who is it for?
Equity analysts plugging earnings actuals into a model and refreshing estimates and price targets
Skip if: Building a model from scratch; it updates an existing model with new data
When should I use this skill?
After earnings, guidance updates, or when assumptions need refreshing
What you get
An updated model with reconciled actuals, revised forward estimates, a recalculated valuation and price target, and an estimate-change summary.
- updated Excel model
- estimate-change summary
- updated price-target derivation
By the numbers
- six-step workflow
- three valuation methods recalculated (DCF, P/E, EV/EBITDA)
Files
Model Update
Workflow
Step 1: Identify What Changed
Determine the update trigger:
- Earnings release: New quarterly actuals to plug in
- Guidance change: Company updated forward outlook
- Estimate revision: Analyst changing assumptions based on new data
- Macro update: Interest rates, FX, commodity prices changed
- Event-driven: M&A, restructuring, new product, management change
Step 2: Plug New Data
After Earnings
Update the model with reported actuals:
| Line Item | Prior Estimate | Actual | Delta | Notes |
|---|---|---|---|---|
| Revenue | ||||
| Gross Margin | ||||
| Operating Expenses | ||||
| EBITDA | ||||
| EPS | ||||
| [Key metric 1] | ||||
| [Key metric 2] |
Segment Detail (if applicable):
- Update each segment's revenue and margin
- Note any segment mix shifts
Balance Sheet / Cash Flow Updates:
- Cash and debt balances
- Share count (buybacks, dilution)
- Capex actual vs. estimate
- Working capital changes
Step 3: Revise Forward Estimates
Based on the new data, adjust forward estimates:
| Old FY Est | New FY Est | Change | Old Next FY | New Next FY | Change | |
|---|---|---|---|---|---|---|
| Revenue | ||||||
| EBITDA | ||||||
| EPS |
Key Assumption Changes:
- What assumptions are you changing and why?
- Revenue growth rate: old → new (reason)
- Margin assumption: old → new (reason)
- Any new items (restructuring charges, one-time gains, etc.)
Step 4: Valuation Impact
Recalculate valuation with updated estimates:
| Valuation Method | Prior | Updated | Change |
|---|---|---|---|
| DCF fair value | |||
| P/E (NTM EPS × target multiple) | |||
| EV/EBITDA (NTM EBITDA × target multiple) | |||
| Price Target |
Step 5: Summary & Action
Estimate Change Summary:
- One paragraph: what changed, why, and what it means for the stock
- Is this a thesis-changing event or noise?
Rating / Price Target:
- Maintain or change rating?
- New price target (if changed) with methodology
- Upside/downside to current price
Step 6: Output
- Updated Excel model (if user provides the existing model)
- Estimate change summary (markdown or Word)
- Updated price target derivation
Important Notes
- Always reconcile your estimates to the company's reported figures before projecting forward
- Note any non-recurring items and whether your estimates are GAAP or adjusted
- Track your estimate revision history — it shows your analytical progression
- If the quarter was noisy, separate signal from noise in your estimate changes
- Check consensus after updating — how do your revised estimates compare to the Street?
- Share count matters — dilution from stock comp, converts, or buybacks can materially affect EPS
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When do I use model-update?
After an earnings release, guidance change, estimate revision, macro update, or event like M&A when assumptions need refreshing.
What does it recalculate?
Forward estimates and valuation via DCF, P/E on NTM EPS, and EV/EBITDA, producing an updated price target and estimate-change summary.