agentleFS
Sign inStart free
d-wweid-wwei/openclaw-financial-services/skills/fsi-er-model-update/SKILL.md

fsi-er-model-update

Skill16 starsChanged 9 months agoApache-2.0View on GitHub

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

The file

We split this skill into the rules it gives an agent

5 rules. About 0 are common, 5 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈5

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Update the model with reported actuals:

    line 25
  2. Distinctive:

    Update each segment's revenue and margin

    line 38
  3. Distinctive:

    Always reconcile your estimates to the company's reported figures before projecting forward

    line 93
  4. Distinctive:

    If the quarter was noisy, separate signal from noise in your estimate changes

    line 96
  5. Distinctive:

    Check consensus after updating — how do your revised estimates compare to the Street?

    line 97

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Model Update

Workflow

Step 1: Identify What Changed

Determine the update trigger:

  • Earnings release: New quarterly actuals to plug in
  • Guidance change: Company updated forward outlook
  • Estimate revision: Analyst changing assumptions based on new data
  • Macro update: Interest rates, FX, commodity prices changed
  • Event-driven: M&A, restructuring, new product, management change

Step 2: Plug New Data

After Earnings

Update the model with reported actuals:

Line ItemPrior EstimateActualDeltaNotes
Revenue
Gross Margin
Operating Expenses
EBITDA
EPS
[Key metric 1]
[Key metric 2]

Segment Detail (if applicable):

  • Update each segment's revenue and margin
  • Note any segment mix shifts

Balance Sheet / Cash Flow Updates:

  • Cash and debt balances
  • Share count (buybacks, dilution)
  • Capex actual vs. estimate
  • Working capital changes

Step 3: Revise Forward Estimates

Based on the new data, adjust forward estimates:

Old FY EstNew FY EstChangeOld Next FYNew Next FYChange
Revenue
EBITDA
EPS

Key Assumption Changes:

  • What assumptions are you changing and why?
  • Revenue growth rate: old → new (reason)
  • Margin assumption: old → new (reason)
  • Any new items (restructuring charges, one-time gains, etc.)

Step 4: Valuation Impact

Recalculate valuation with updated estimates:

Valuation MethodPriorUpdatedChange
DCF fair value
P/E (NTM EPS × target multiple)
EV/EBITDA (NTM EBITDA × target multiple)
Price Target

Step 5: Summary & Action

Estimate Change Summary:

  • One paragraph: what changed, why, and what it means for the stock
  • Is this a thesis-changing event or noise?

Rating / Price Target:

  • Maintain or change rating?
  • New price target (if changed) with methodology
  • Upside/downside to current price

Step 6: Output

  • Updated Excel model (if user provides the existing model)
  • Estimate change summary (markdown or Word)
  • Updated price target derivation

Important Notes

  • Always reconcile your estimates to the company's reported figures before projecting forward
  • Note any non-recurring items and whether your estimates are GAAP or adjusted
  • Track your estimate revision history — it shows your analytical progression
  • If the quarter was noisy, separate signal from noise in your estimate changes
  • Check consensus after updating — how do your revised estimates compare to the Street?
  • Share count matters — dilution from stock comp, converts, or buybacks can materially affect EPS

Download now (ZIP)

Does it work?

Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.

No reviews yet

People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.

  • It worked
  • Partly
  • It didn't
What did you use it for? e.g. Reviewing pull requests in a Rails app

Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.

Your trail

Files you open will collect here, so you can find them again.

Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.

Now do this for your own.

Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.

Check your setup, free