model-update

Update financial models with new data and recompute valuations.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill model-update-brianping7
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: model-update
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/equity-research/model-update
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill model-update-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This workflow ensures financial models stay accurate and credible by incorporating the latest quarterly results, management guidance, and macro changes, reducing manual rework and errors.

Core Features & Use Cases

  • Ingest new data from earnings and guidance changes, macro shifts, or forecast revisions to refresh inputs.
  • Recalculate projections and valuation metrics (DCF, multiples) and flag material changes for decision-makers.
  • Support post-results analysis, investor memos, and client-ready reports by updating models across revenue, margins, and leverage.

Quick Start

Update the financial model with the latest quarterly results.

Frequently Asked Questions about model-update

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I update a financial model after earnings releases?

DCF valuation and comparable company multiples are recalculated by adjusting assumptions based on new data inputs. The workflow re-runs forecasts across revenue, margins, and capital structure, then recomputes valuation metrics and flags material changes for decision-makers.

What is the best way to incorporate management guidance changes into a forecast model?

The best way to incorporate guidance changes is to ingest the updated management forecasts, adjust the underlying model assumptions, and re-run the projections. This automatically recalculates forecasts across revenue and margins while flagging material changes for review.

Can I run scenario analysis on capital structure and leverage updates?

Yes, you can run scenario analysis on capital structure and leverage updates by ingesting macro changes or forecast revisions. The workflow adjusts assumptions across these variables, re-runs the forecast models, and recomputes valuations to reflect the new leverage scenarios.

How do I flag material changes in a financial valuation model?

Material changes in a financial valuation model are flagged automatically after new data is ingested and assumptions are adjusted. The workflow re-runs forecasts, recomputes DCF and comps valuations, and highlights material deviations to support post-results analysis and investor memos.

What data do I need to refresh inputs for post-results financial modeling?

Financial modeling with this workflow supports post-results analysis, investor memos, and client-ready reports. By updating models across revenue, margins, and leverage, it ensures projections and valuation metrics stay accurate and credible for decision-makers.