update

Refresh research notes and Excel models with latest quarterly data.

482|113|Updated Feb 17, 2026
One-click install
npx skills add https://github.com/daloopa/investing --skill update-daloopa
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: update
Source: https://github.com/daloopa/investing/tree/main/.claude/skills/update
Command: npx skills add https://github.com/daloopa/investing --skill update-daloopa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Refresh existing research notes and Excel models with the latest quarterly data to keep analysis aligned and decision-ready.

Core Features & Use Cases

  • Automated refresh of research notes and Excel models when new quarterly data is released.
  • Diff analysis to highlight changes in revenue, margins, guidance, and key KPIs.
  • Re-render outputs to update executive summaries and charts with current data.

Quick Start

Provide the ticker to update its coverage with the most recent quarterly results and re-render all outputs.

Frequently Asked Questions about update

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

FAQPage Schema
How do I update my Excel model with the latest quarterly financial data?

To update your Excel model, this Skill automatically refreshes existing financial statements, KPIs, guidance, and share-count data, then re-renders the Excel model with the most recent quarterly results.

What is a diff analysis for quarterly financial research notes?

A diff analysis compares newly released quarterly data against your existing research notes, highlighting specific changes in revenue, margins, guidance, and key KPIs to keep your analysis decision-ready.

Can I automatically refresh research notes when new quarterly data is released?

Yes, you can automatically refresh research notes and Excel models by providing the company ticker, which triggers a re-rendering pipeline to update executive summaries and charts with current data.

Do I need existing reports in the reports directory to run an update?

Yes, you need existing reports in the reports/.tmp directory, because the update process pulls the latest quarter data and runs re-rendering pipelines against those previously generated coverage files.

What is the best way to highlight changes in KPIs and guidance after an earnings release?

The best way to highlight changes is using an automated diff analysis that compares the latest quarter data against your existing coverage, producing a change summary for revenue, margins, guidance, and KPIs.