Finance tasks
Model updateExcel financial modeling
Indexedanthropics/financial-services
Model UpdateFinance Skill
An equity research workflow for updating financial models after earnings, guidance changes, or assumption revisions. It covers plugging actuals, revising forward estimates, recalculating DCF and multiples-based valuation, and producing an estimate change summary with updated price targets.
- Snapshot quality
- 56/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
Discovery
What this Skill helps an agent do.
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Domains and assets
Equity researchFundamental analysisPublic equities
Search aliases and tags
update modelplug earningsrefresh estimatesupdate numbersnew guidancerevise estimatesmodel-updateearningsestimate-revisionvaluationprice-targetequity-research
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-model-update-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads existing Excel models to update them with new data.
FilesystemWrite
YesThe workflow outputs an updated Excel model and an estimate change summary.
NetworkAccess
YesThe workflow requires web search for earnings releases, guidance updates, and consensus estimates.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
NoNo code files or code execution instructions are present in the captured directory.
ExternalCredentials
Not verifiedConsensus estimates may come from paid sources such as Bloomberg or FactSet, but no credential contract is specified.
Dependencies
Excel model
Existing Excel model to update
An existing financial model in Excel format is required as input.
Data sources named by the Skill
Earnings releases
Company earnings releases from IR pages or financial news.
Management guidance
Company forward guidance from earnings calls or press releases.
Consensus estimates
Street consensus estimates from Bloomberg, FactSet, or similar platforms.
Snapshot assessment
56/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
50/100Safety guardrails
4/100Finance task fit
100/100Audit findings
Medium
External data and credential needs vary
Earnings releases, guidance updates, and consensus estimates may require paid data sources, while credential requirements and provider availability are not fully specified.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Low
Financial output needs independent review
The workflow produces updated price targets and rating recommendations but includes no explicit investment advice boundary.
Low
No formal validation checks
The directory includes no validation scripts or formal quality control beyond informal guidance notes.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Model update
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
Equity research
P0 relation label. No public page yet.
guide
Reviewing finance skills before install
P0 relation label. No public page yet.
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/equity-research/skills/model-update
- Snapshot ID
- fsh-model-update-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.