What problem does it solve?
Manually updating public-company equity Excel models is error-prone, risks mutating original files, and lacks traceability of source data, change rationale, and data freshness. This Skill automates the safe refresh of equity models using source-to-model mappings, ensuring all changes are auditable and original files are never modified.
Core Features & Use Cases
- Safe Copied-Workbook Updates: Never mutates the original uploaded equity model; all changes are applied to a copied workbook, with formula overwrites blocked unless explicitly approved.
- Source-to-Model Mapping: Maps each source metric (reported actuals, guidance, consensus, transcript KPIs) to model lines with clear labels for data freshness, confidence, and treatment (safe update, reference-only, blocked, assumption-required).
- Automated Artifact Generation: Produces change logs, tie-out checklists, control packs for blocked updates, and citation JSON for full traceability of every changed or blocked cell.
- Use Case: After a company's quarterly earnings release, use this Skill to map reported actuals and management guidance to your existing equity model, generate a copied updated workbook with all safe input changes applied, and receive a control pack and change log for any lines requiring analyst review or model rebuild.
Quick Start
Use the equity-model-update skill to safely refresh your public-company equity Excel model after an earnings release by providing source data mappings and your uploaded workbook, and receive a copied updated workbook plus a change log and review pack for any blocked or assumption-required lines.
