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model-update

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

72

Quality

90%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

The canonical home for this skill is model-update in anthropics/financial-services

SKILL.md
Quality
Evals
Security

Quality

Content

75%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-structured, genuinely useful workflow for updating financial models: clear six-step sequence, concrete fill-in tables, and sensible domain checkpoints. It is efficient and actionable but just short of the top anchors due to a few redundant reminders, no worked example, and no explicit validation feedback loops.

Suggestions

Add a brief worked example (one row of the Step 2 or Step 4 table filled in) to move actionability from templates to copy-ready guidance.

Trim or merge the Important Notes that restate common knowledge (share count/dilution, revision history) into the step where they apply, tightening conciseness.

Make Step 6 unconditional by specifying what to produce when the user has no existing model (e.g., build a fresh estimate sheet), and add an explicit verify step (e.g., re-check that valuation outputs tie to the revised estimates) to close the workflow-clarity gap.

DimensionReasoningScore

Conciseness

Mostly lean fill-in tables with no concept over-explanation, but a few notes restate what a finance-capable Claude already knows ("Share count matters — dilution from stock comp… can materially affect EPS", "Track your estimate revision history — it shows your analytical progression").

4 / 5

Actionability

Concrete, structured templates (Revenue/EBITDA/EPS rows, "DCF fair value", "P/E (NTM EPS × target multiple)") with explicit old→new/reason prompts, but no worked example and Step 6 output is conditional ("if user provides the existing model"), leaving minor gaps.

4 / 5

Workflow Clarity

Six steps are clearly sequenced (identify trigger → plug actuals → revise estimates → valuation → summary → output) with some checkpoints ("Always reconcile your estimates to the company's reported figures before projecting forward", "Check consensus after updating"), but no explicit validate→fix→retry feedback loops, so it falls short of the top anchor.

4 / 5

Progressive Disclosure

Well-organized single-file skill with clear section headers and no nested or buried references, but at ~90 lines the table templates sit inline where a reference file split could keep SKILL.md closer to an overview; it exceeds the under-50-line simple-skill case that would justify a 5.

4 / 5

Total

16

/

20

Passed

Description

100%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A model description: third-person voice, specific actions, explicit use-when guidance with concrete triggers, and a well-defined niche. It matches the top anchor on every dimension.

DimensionReasoningScore

Specificity

Lists multiple concrete actions in third person — "Adjusts estimates, recalculates valuation, and flags material changes" — with named inputs ("quarterly earnings, management guidance, macro changes, or revised assumptions") covering the full update pipeline comprehensively.

5 / 5

Completeness

Explicitly answers both questions: what ("Update financial models with new data… Adjusts estimates, recalculates valuation, and flags material changes") and when ("Use after earnings, guidance updates, or when assumptions need refreshing") with concrete trigger phrases.

5 / 5

Trigger Term Quality

Six natural trigger phrases an analyst would actually say ("update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", "revise estimates") with good synonym coverage, matching the comprehensive anchor.

5 / 5

Distinctiveness Conflict Risk

Clear niche (equity-research financial model maintenance) with domain-specific triggers like "plug earnings"; minimal risk of triggering for generic Excel or document skills.

5 / 5

Total

20

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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