model-update

model-update is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (932 once invoked), scanned A, original, Apache-2.0.

A financial-model update workflow that incorporates new company results, guidance, analyst estimates, economic data, or major events.

In plain words
What is it for?
Use it after earnings or guidance changes to update actual results, financial statements, forecasts, assumptions, valuation methods, target prices, and the investment conclusion.
Why use it?
It keeps estimates and valuations aligned with new information instead of leaving an outdated model in place.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the equity-research plugin — 9 skills, 9 commands shipped together

Good fit Use it after earnings or guidance changes to update actual results, financial statements, forecasts, assumptions, valuation methods, target prices, and the investment conclusion.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/model-update
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yuping322/financial-services-plugins-new --skill model-update
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install equity-research, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for model-update

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/model-update.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/model-update)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/model-update"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/model-update.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 932 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00932
Opus 5 $0.00000 $0.00466
Sonnet 5 $0.00000 $0.00186
Haiku 4.5 $0.00000 $0.00093

Measured 8d ago against content hash fc388bbf532c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

model-update scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

equity-research/skills/model-update/SKILL.md · 93 lines

What it actually says

模型更新

描述:使用新数据更新财务模型 — 季度盈利、管理指导、宏观变化或修订假设。调整估计、重新计算估值并标记重大变化。盈利后、指导更新后或需要刷新假设时使用。触发条件:"更新模型"、"插入盈利"、"刷新估计"、"[公司]的更新数字"、"新指导"或"修订估计"。

工作流程

第 1 步:识别发生的变化

确定更新触发因素:

  • 盈利发布:新季度实际数据要插入
  • 指导变化:公司更新了前向展望
  • 估计修订:分析师根据新数据更改假设
  • 宏观更新:利率、外汇、商品价格变化
  • 事件驱动:M&A、重组、新产品、管理层变化

第 2 步:插入新数据

盈利后

使用报告的实际数据更新模型:

行项目 先前估计 实际 差异 备注
收入
毛利率
运营费用
EBITDA
每股收益
[关键指标 1]
[关键指标 2]

细分详情(如适用):

  • 更新每个细分的收入和利润率
  • 注明任何细分混合变化

资产负债表/现金流更新

  • 现金和债务余额
  • 股份数(回购、稀释)
  • 资本支出实际vs估计
  • 营运资本变化

第 3 步:修订前向估计

根据新数据调整前向估计:

旧财年估计 新财年估计 变化 旧次财年 新次财年 变化
收入
EBITDA
每股收益

关键假设变化:

  • 您改变了哪些假设及其原因?
  • 收入增长率:旧 → 新(原因)
  • 利润率假设:旧 → 新(原因)
  • 任何新项目(重组费用、一次性收益等)

第 4 步:估值影响

使用更新的估计重新计算估值:

估值方法 先前 更新 变化
DCF 公允价值
P/E (NTM 每股收益 × 目标倍数)
EV/EBITDA (NTM EBITDA × 目标倍数)
目标价格

第 5 步:总结和行动

估计变化总结:

  • 一段:发生了什么变化、为什么以及对股票意味着什么
  • 这是改变论文的事件还是噪音?

评级/目标价格:

  • 维持或改变评级?
  • 新目标价格(如改变)及方法
  • 相对于当前价格的上升/下降空间

第 6 步:输出

  • 更新的 Excel 模型(如用户提供现有模型)
  • 估计变化摘要(Markdown 或 Word)
  • 更新的目标价格推导

重要说明

  • 始终将估计与公司报告的数字对账,然后再向前预测
  • 注明您的估计是 GAAP 还是调整后的,以及任何非经常性项目
  • 跟踪估计修订历史 — 这显示了您的分析进展
  • 如果季度有噪音,在估计变化中将信号与噪音分离
  • 更新后检查一致预期 — 您修订的估计与华尔街相比如何?
  • 股份数很重要 — 股票补偿、转换或回购的稀释会显著影响每股收益
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 93 lines · 0 tokens per session scan A fc388bbf532c

Subscribe to this mod's changes

model-update is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 932 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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