Skills
.Work. You
Rest

model-updater

Community

Automate financial model updates with sector-specific rules.

Finance & Accounting#analysis#update#financial model#actuals#sector normalization
Authormohitjandwani
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Streamlines the process of updating financial models with new actuals, reducing manual errors and time spent on analysis.

Core Features & Use Cases

  • Automatic Updates: Update financial models with new reported actuals.
  • Normalization: Normalize the new period using the analyst-playbook's sector rules.
  • Patch and Changelog: Diff against model's assumptions, patch affected cells, and append changelog entries.
  • Adapters: Supports model files on disk and Google Sheets.
  • Use Case: For an AI agent, after receiving new quarterly financial data, use the model-updater to update the financial model and generate a changelog.

Quick Start

Trigger an update of the financial model for a specific company with the command: "update the model for [Company Name]".

Dependency Matrix

Required Modules

None required

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: model-updater
Download link: https://github.com/mohitjandwani/analyst-kit/archive/main.zip#model-updater

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 620,000+ vetted skills library on demand.