model-update

name	model-update
description	Use this skill when the task requires model update capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.equity_research.model_update_2
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance","ai_ml","data","design"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true}]
output_schema	[{"name":"plan","type":"string","description":"Strategic plan or design document"},{"name":"next_steps","type":"array","description":"List of recommended next steps"}]

Model Update

description: "Analyze — Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags materia"

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