From equity-research
Updates financial models with new data from earnings releases, guidance changes, and macro updates. Recalculates estimates, valuation, and flags material changes.
How this skill is triggered — by the user, by Claude, or both
Slash command
/equity-research:model-updateThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Determine the update trigger:
Determine the update trigger:
Update the model with reported actuals:
| Line Item | Prior Estimate | Actual | Delta | Notes |
|---|---|---|---|---|
| Revenue | ||||
| Gross Margin | ||||
| Operating Expenses | ||||
| EBITDA | ||||
| EPS | ||||
| [Key metric 1] | ||||
| [Key metric 2] |
Segment Detail (if applicable):
Balance Sheet / Cash Flow Updates:
Based on the new data, adjust forward estimates:
| Old FY Est | New FY Est | Change | Old Next FY | New Next FY | Change | |
|---|---|---|---|---|---|---|
| Revenue | ||||||
| EBITDA | ||||||
| EPS |
Key Assumption Changes:
Recalculate valuation with updated estimates:
| Valuation Method | Prior | Updated | Change |
|---|---|---|---|
| DCF fair value | |||
| P/E (NTM EPS × target multiple) | |||
| EV/EBITDA (NTM EBITDA × target multiple) | |||
| Price Target |
Estimate Change Summary:
Rating / Price Target:
npx claudepluginhub anthropics/financial-services --plugin equity-researchUpdates financial models with new data from earnings releases, guidance changes, and macro updates. Recalculates estimates, valuation, and flags material changes.
Builds institutional-quality DCF models for equity valuation: fetches SEC/analyst data, projects cash flows with WACC, runs sensitivity analysis, exports Excel files.
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Prepares positioning notes, bull/bear scenarios, and identifies stock-moving catalysts.