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
Risk
Medium
Audit
Needs review
Assessment time
2026-07-29 07:31 UTC
The copied prompt tells your agent to scan the complete current directory before installing it.
Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.
Discovery
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Trust
This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for a Yes or No conclusion.
GitHub reports the repository license as Apache License 2.0.
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.
Excel model
Existing Excel model to update
An existing financial model in Excel format is required as input.
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
100/100Medium
Earnings releases, guidance updates, and consensus estimates may require paid data sources, while credential requirements and provider availability are not fully specified.
Medium
No requirements.txt or equivalent manifest is included in the captured directory.
Low
The workflow produces updated price targets and rating recommendations but includes no explicit investment advice boundary.
Low
The directory includes no validation scripts or formal quality control beyond informal guidance notes.
Content
Skill
Repository
topic
P0 relation label. No public page yet.
agent
P0 relation label. No public page yet.
collection
P0 relation label. No public page yet.
guide
P0 relation label. No public page yet.
Registry
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
