Model Update

Automate financial model updates with new data and revised estimates.

Updated May 10, 2026
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill model-update-rpoole-dev
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Model Update
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/equity-research/skills/model-update
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill model-update-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill streamlines the process of updating financial models by automating the task of plugging in new data, revising forward estimates, recalculating valuation, and summarizing changes.

Core Features & Use Cases

  • Automated Data Update: Handles quarterly earnings, management guidance, macro changes, and revised assumptions.
  • Estimate Revision: Adjusts estimates and recalculates valuation based on new data.
  • Summary & Action: Provides a concise summary of estimate changes and suggests action items.
  • Use Case: Ideal for equity research analysts to quickly update financial models after earnings releases or when new data becomes available.

Quick Start

Run the 'update model' command to update your financial model with the latest 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 releases?

To automate financial model updates after quarterly earnings, this Skill plugs in new data, revises forward estimates, and recalculates valuation automatically. It handles management guidance and macro changes to streamline your equity research analysis process.

What is the best way to revise forward estimates and recalculate valuation?

The best way to revise forward estimates and recalculate valuation is running the 'update model' command. This adjusts your assumptions based on new data and provides a concise summary of estimate changes with suggested action items.

Can I use this to streamline equity research analysis for new macro changes?

Yes, you can use this to streamline equity research analysis for new macro changes. The Skill integrates with existing financial models to automate data updates, revise estimates, and summarize changes when new macroeconomic data becomes available.

How does automated estimate revision work with existing financial models?

Automated estimate revision works by integrating with your existing financial models to plug in new data, adjust forward estimates, and recalculate valuation. It then outputs a concise summary of changes and suggests action items for review.

Do I need existing financial models to use this estimate revision tool?

Yes, you need existing financial models to use this estimate revision tool. The Skill is designed to integrate with your current models to automate plugging in new data, revising estimates, and recalculating valuation rather than building models from scratch.