Finance tasks
Model updateExcel financial modeling
Indexedanthropics/financial-services
Model UpdateFinance Skill
Instructions for comparing new figures with prior estimates, revising forecasts, explaining changes, and updating valuation. An Excel file is updated only if the user provides one; no workbook editor or calculation engine is included. Keep enterprise value and per-share outputs separate, reconcile accounting bases, and document the dates and sources of changed inputs.
- Assessment score
- 52/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Equity researchFundamental analysisPublic equities
Topics
model-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
Not verifiedReading a workbook is required only when the user supplies an existing model; a written estimate-change analysis can use supplied figures.
FilesystemWrite
YesThe workflow outputs an updated Excel model and an estimate change summary.
NetworkAccess
Not verifiedThe workflow needs new financial inputs but does not specify a retrieval tool; the user may provide the releases, guidance, or estimates.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
Not verifiedUpdating and recalculating Excel requires host tooling, which is not implemented or specified in this directory.
ExternalCredentials
Not verifiedNo provider is named. Credential requirements depend on the host data sources selected for consensus or market inputs.
Dependencies
Excel model
Existing Excel model to update
An existing workbook is an optional user input, not a supplied runtime tool.
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 require a dated, comparable source; no vendor or connector is named.
Snapshot assessment
52/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
31/100Safety guardrails
4/100Finance task fit
100/100Audit findings
Medium
Keep enterprise value separate from per-share targets
The valuation table places NTM EBITDA times a multiple alongside EPS times a multiple. The former yields enterprise value, while the latter yields a per-share price. Apply the relevant debt, cash, other-claim adjustments, and diluted share count before combining outputs into a price target. Align fiscal periods and valuation dates.
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.
Medium
Workbook updates need a host calculation engine
The directory is a checklist, not a workbook editor or financial model executor. The existing model is optional for the written analysis. When updating a file, preserve the prior version, map changed inputs, recalculate formulas with a suitable host, and reconcile changes in actuals, forecasts, and valuation separately.
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
agent
Claude Code
collection
Equity research
guide
Reviewing finance skills before install
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.