Model Update

Integrate new data, adjust estimates, and recalculate valuation in financial models.

Updated May 9, 2026
One-click install
npx skills add https://github.com/mahyarmalekii/MarketIntel --skill model-update-mahyarmalekii
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Model Update
Source: https://github.com/mahyarmalekii/MarketIntel/tree/main/backend/financial-services/plugins/vertical-plugins/equity-research/skills/model-update
Command: npx skills add https://github.com/mahyarmalekii/MarketIntel --skill model-update-mahyarmalekii

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

The Model Update Skill addresses the challenge of updating financial models with new data, such as quarterly earnings, management guidance, and macro changes. It automates the process of adjusting estimates, recalculating valuation, and flagging material changes, saving analysts significant time and reducing errors.

Core Features & Use Cases

  • Data Integration: Automates the insertion of new quarterly actuals, management guidance, and revised assumptions into financial models.
  • Estimate Adjustment: Adjusts forward estimates based on new data with detailed tracking of assumptions and changes.
  • Valuation Recalculation: Recalculates valuation with updated estimates and provides a price target.
  • Use Case: Ideal for financial analysts looking to update models post-earnings or when assumptions need to be refreshed, streamlining the workflow for earnings release, guidance changes, and other trigger events.

Quick Start

Run the Model Update Skill with the trigger "update model" or "plug earnings" and provide the company name and any additional relevant data.

Frequently Asked Questions about Model Update

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

FAQPage Schema
How do I automate financial model updates after quarterly earnings?

To automate financial model updates, this Skill integrates new quarterly actuals, adjusts forward estimates, and recalculates valuation. It streamlines the post-earnings workflow by plugging in data and flagging material changes to save time and reduce errors.

What is the best way to plug earnings data into an Excel financial model?

The best way to plug earnings data into a financial model is using a Skill trigger like "plug earnings". Provide the company name and relevant data, and it will automatically insert the new actuals and management guidance into your existing Excel model structure.

Can I use this to recalculate valuation and price targets with revised assumptions?

Yes, you can use this to recalculate valuation and generate updated price targets. It adjusts forward estimates based on your revised assumptions and new data, providing a detailed impact analysis for trigger events like guidance changes.

Do I need an existing Excel model structure to adjust forward estimates?

Yes, you need an existing financial model structure, typically within an Excel environment, along with access to financial data. The Skill automates estimate adjustments and data integration by relying on your pre-built model framework.

When should I not use an automated approach for financial model adjustments?

You should not use an automated approach if your financial data is unstructured or if you lack an existing model framework. The Skill requires access to a structured model and organized data to accurately execute data plugging and valuation recalculations.