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Updating a financial model after results v1.0.0

Use this resource to update a financial model after results, guidance or revised assumptions

New

  • 383 downloads
  • 206 likes
  • 126 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-model-update

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent identifies what changed, enters the actuals, revises forecasts and recalculates the valuation impact. You get a summary of the variances and the changes to approve.

Mostly picked by

Updated November 2, 2026

Card for the “Updating a financial model after results” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: identifying changes and entering actuals
  • SKILL.md: forecast revisions and valuation impact

Good fit for

  • A model to refresh after quarterly results are published
  • A guidance change to carry into the estimates

Not for

    Tags

    • update
    • results
    • forecasts
    • valuation

    About

    You say

    “Update the model with Q3 results and the new 4% growth guidance.”

    Card for the “Updating a financial model after results” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to update a financial model after results, guidance or revised assumptions
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.4 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/agent-plugins/earnings-reviewer/skills/model-update
    Licence
    Apache-2.0

    Notice

    « model-update » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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