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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".

75

Quality

92%

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SecuritybySnyk

Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

85%

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

A well-organized, concise workflow with a clear sequence and embedded verification checkpoints. Its main weakness is actionability: the template tables are unfilled shells with no worked example or concrete formulas to anchor execution.

Suggestions

Include one worked example with a partially filled table (real prior/actual/delta values) so the templates are concrete rather than blank shells.

Add explicit formulas or calculation notes for derived cells (e.g., how Price Target is derived from NTM EPS × target multiple) to make the valuation step executable.

Surface the reconciliation and consensus checks as named sub-steps within Step 3/Step 4 rather than only in the closing notes, so validation checkpoints are in the workflow flow.

DimensionReasoningScore

Conciseness

The body is lean and assumes Claude's domain knowledge — no padded explanation of what financial models or earnings are — with every section earning its place.

3 / 3

Actionability

It provides concrete template tables and a clear step structure, but the tables are blank shells with no worked example, formulas, or filled reference values, leaving guidance structural rather than fully executable.

2 / 3

Workflow Clarity

A clear 6-step sequence is paired with verification guidance in Important Notes — 'reconcile your estimates to the company's reported figures before projecting forward', 'separate signal from noise', 'check consensus' — providing explicit checkpoints.

3 / 3

Progressive Disclosure

A single well-organized file with no nested references and no bundle files; for a self-contained skill of this size, the clear section structure satisfies the simple-skills scoring note.

3 / 3

Total

11

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12

Passed

Description

100%

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 strong, specific description that covers what the skill does, when to use it, and a rich set of natural trigger terms, all in third person. It is concise without sacrificing completeness.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — 'Adjusts estimates, recalculates valuation, and flags material changes' — alongside the core 'Update financial models' task, matching the highest anchor.

3 / 3

Completeness

Clearly answers both 'what' (update estimates, recalculate valuation, flag changes) and 'when' ('Use after earnings, guidance updates, or when assumptions need refreshing') with explicit trigger guidance.

3 / 3

Trigger Term Quality

Explicit triggers ('update model', 'plug earnings', 'refresh estimates', 'update numbers for [company]', 'new guidance', 'revise estimates') are natural phrasings a user would say, giving good coverage.

3 / 3

Distinctiveness Conflict Risk

A clear niche — financial model updates — with distinct, domain-specific triggers unlikely to conflict with other skills.

3 / 3

Total

12

/

12

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.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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