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model-update

Update financial valuation models with new quarterly actuals and revised guidance.

Updated May 27, 2026
Search Tags:#DCF#model update#price target#financial valuation#earnings revision#forecast assumptions
One-click install
npx skills add https://github.com/cwstedctw/financial-services-tw --skill model-update-cwstedctw
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: model-update
Source: https://github.com/cwstedctw/financial-services-tw/tree/main/taiwan-finance/skills/model-update
Command: npx skills add https://github.com/cwstedctw/financial-services-tw --skill model-update-cwstedctw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The skill resolves the bottleneck of keeping a financial model accurate after new quarterly results, updated guidance, or macro changes by systematically plugging new inputs, revising forward assumptions, and recalculating valuation outputs.

Core Features & Use Cases

  • 新增實際數據並對齊模型：把最新季財報實際值、管理層財測、資產負債與現金流的關鍵變動更新進模型，並標註差異來源（如 one-off、調整後口徑）。
  • 調整預估與假設並重算：基於新資料修正成長率、毛利/營業費用率、費用結構等關鍵假設，更新未來年度預估表並重算估值指標（如 DCF、P/E、EV/EBITDA、目標價）。
  • 產出可教學與可追溯的結論：整理「估計變動摘要」與行動建議，明確說明哪些假設因何更新、是否屬於 thesis-changing 還是噪音。

Quick Start

Use the model-update skill to update the company’s quarterly numbers, revise forward estimates with the disclosed guidance and macro assumptions, and output a summary of estimate changes plus the recalculated valuation and price target.

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 DCF model after new quarterly earnings are released?▼

You can update a DCF model by incorporating newly released quarterly actuals, reconciling reported figures to prior estimates, revising forward forecast assumptions, and recalculating valuation outputs like DCF and multiple-based fair values.

What is the process for revising financial forecasts based on updated guidance?▼

Revising financial forecasts requires plugging in updated management guidance, adjusting key line items like growth rates and margin structures, and recalculating estimates to distinguish between thesis-changing updates and market noise.

Can I recalculate price targets using event-driven scenario updates?▼

Yes, you can recalculate price targets using event-driven scenario updates by adjusting macro assumptions and forward forecast line items to reflect the event's impact on valuation outputs.

How do you reconcile reported quarterly figures to prior financial estimates?▼

Reconciling reported quarterly figures involves plugging new actuals into the model and tagging variance sources like one-off items or adjusted accounting metrics to ensure forward assumptions rely on accurate normalized data.

Does updating valuation models require tagging one-off items in earnings reports?▼

Yes, updating valuation models requires tagging one-off items and adjusted metrics in earnings reports so that updated forward assumptions and recalculated DCF results reflect sustainable operational trends.

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