skills.rest
r9412460971-cloud
r9412460971-cloudCOMMUNITY
Explore all skills by this author →
GitHub

model-update

Update financial models with quarterly earnings and revised assumptions.

31|4|Updated Jun 13, 2026
Search Tags:#financial model#equity research#a-share#earnings analysis#estimate revision#valuation update#consensus estimate
One-click install
npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill model-update-r9412460971-cloud
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: model-update
Source: https://github.com/r9412460971-cloud/OPC-skill/tree/main/skills/model-update
Command: npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill model-update-r9412460971-cloud

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manually updating financial models after earnings releases, guidance changes, or macro shifts is time-consuming and prone to errors for equity analysts and finance professionals, leading to inaccurate valuations and delayed investment decisions.

Core Features & Use Cases

  • Earnings Data Plugging: Update models with reported quarterly actuals including revenue, margins, segment performance, and balance sheet items.
  • Forward Estimate Revision: Adjust revenue, margin, and other key assumptions based on new data, guidance, or market changes, and track the rationale for each adjustment.
  • Valuation Recalculation: Recompute DCF, P/E, EV/EBITDA and other valuation metrics to generate updated price targets and assess thesis impact.
  • Use Case: After a Hong Kong-listed consumer company releases its annual results, use this skill to plug the reported actuals into your existing model, revise forward growth assumptions based on management guidance, and generate an updated price target with a summary of estimate changes.

Quick Start

Use the model-update skill to refresh my existing Kweichow Moutai financial model with the latest 2024 Q3 earnings results and revised management guidance.

Frequently Asked Questions about model-update

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

FAQPage Schema
How do I update financial models with new quarterly earnings and management guidance?▼

To update financial models with new quarterly earnings, you automate plugging reported actuals, revise forward projections based on management guidance, and recompute valuation metrics to generate updated price targets.

Can I use this to adjust consensus estimates for A-share and Hong Kong-listed companies?▼

Yes, you can adjust consensus estimates for A-share, Hong Kong-listed, and US-listed Chinese companies by reconciling reported actuals and comparing revised forward estimates directly to Street consensus.

What is the best way to recalculate DCF and EV/EBITDA valuations after an earnings release?▼

The best way to recalculate DCF and EV/EBITDA valuations is to automate the adjustment of key revenue and margin assumptions, recompute the metrics, and assess the resulting thesis impact and price target derivation.

Does this equity research workflow support tracking the rationale for estimate revisions?▼

Yes, the equity research workflow supports tracking the rationale for estimate revisions by allowing you to document the reasoning behind each adjustment to revenue, margin, and other key assumptions based on new data.

How do I reconcile reported actuals and adjust forward projections in my valuation update?▼

You reconcile reported actuals by plugging in quarterly balance sheet items and segment performance, then adjust forward projections by applying revised growth assumptions to recalculate your valuation update.

When should I not use an automated approach for estimate revision and thesis impact assessment?▼

You should not use an automated approach for estimate revision when dealing with highly irregular one-off earnings items that require manual normalization before applying them to your forward projections and thesis impact assessment.

Related Skills

Explore More Finance & Accounting Skills→
cwstedctwcwstedctw

model-update

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

Community
Intermediate
smriksmrik
1

earnings-analysis

Generate equity research earnings update reports with beat/miss analysis and source citations.

Community
Advanced
smriksmrik
1

equity-research

Generate equity research snapshots from IBES estimates, fundamentals, pricing, and macro data.

Community
Advanced
xfs96192xfs96192

Earnings Preview

Aggregate consensus estimates and build scenario-based pre-earnings research.

Community
Advanced