update

Refresh research notes and Excel models with latest quarterly data.

482|113|Updated Feb 17, 2026

Search Tags:#update #diff-analysis #financial-analysis #research-note #excel-model #quarterly-data

Ready to run

npx skills add https://github.com/daloopa/investing --skill update-daloopa

💬 Prompt for ChatGPT / Claude Chat▼

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.