name	model-update
description	Update financial model with new quarterly actuals, revised estimates, and updated price target
license	Derived from anthropics/financial-services-plugins (Apache-2.0). Modified for langalpha.

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]

(if applicable):

name	model-update
description	Update financial model with new quarterly actuals, revised estimates, and updated price target
license	Derived from anthropics/financial-services-plugins (Apache-2.0). Modified for langalpha.

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]

(if applicable):

Valuation Method	Prior	Updated	Change
DCF fair value
P/E (NTM EPS × target multiple)
EV/EBITDA (NTM EBITDA × target multiple)
Price Target

model-update

Opções de instalação

Revise os arquivos de origem

Model Update

Workflow

Step 1: Identify What Changed

Step 2: Plug New Data

After Earnings

Model Update

Workflow

Step 1: Identify What Changed

Step 2: Plug New Data

After Earnings

Step 3: Revise Forward Estimates

Step 4: Valuation Impact

Step 5: Summary & Action

Step 6: Output

Important Notes

model-update

Informações da origem

Opções de instalação

Revise os arquivos de origem

Mais deste repositório

Mais deste repositório

Model Update

Workflow

Step 1: Identify What Changed

Step 2: Plug New Data

After Earnings

Model Update

Workflow

Step 1: Identify What Changed

Step 2: Plug New Data

After Earnings

Step 3: Revise Forward Estimates

Step 4: Valuation Impact

Step 5: Summary & Action

Step 6: Output

Important Notes