Agent skill

Update

Refresh existing research note and Excel model with latest data

Apache-2.0Auto-check passedDocuments & Office

Install Update

skills CLI

$ npx skills add daloopa/investing --skill update -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install daloopa/investing update --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/update .claude/skills/update && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "update" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/update into .claude/skills/update/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "update", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/daloopa/investing/tree/main/.claude/skills/update

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add daloopa/investing --skill update -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install daloopa/investing update --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/update .agents/skills/update && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "update" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/update into .agents/skills/update/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "update", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add daloopa/investing --skill update -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install daloopa/investing update --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/update .cursor/skills/update && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "update" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/update into .cursor/skills/update/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "update", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/daloopa/investing.git --path .claude/skills/update

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add daloopa/investing --skill update -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install daloopa/investing update --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/update .gemini/skills/update && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "update" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/update into .gemini/skills/update/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "update", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install daloopa/investing update

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add daloopa/investing --skill update -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/update .github/skills/update && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "update" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/update into .github/skills/update/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "update", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add daloopa/investing --skill update -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install daloopa/investing update --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/update .opencode/skills/update && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "update" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/update into .opencode/skills/update/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "update", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: update
GitHub stars: 489
Token cost: ~1.1k tokens
SKILL.md length: 460 words
Files: 1
Skills in repo: 22
Repo updated: Jul 22, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

Refresh existing research note and Excel model with latest data

Works in 9 steps: Load Existing Context → Identify New Data → Pull Fresh Data → …
Tasks that involve Excel spreadsheets
SKILL.md covers Phase 1 — Load Existing Context, Phase 2 — Identify New Data, Phase 3 — Pull Fresh Data and Phase 4 — Market Data Refresh, plus 5 more sections
Calls python

What it does

Update is an agent skill from daloopa/investing. Refresh existing research note and Excel model with latest data

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Documents & Office, covering Excel spreadsheets. The licence is Apache-2.0.

When your agent uses it

Tasks that involve Excel spreadsheets

Example prompts

“/update”

Requirements

Python 3

Workflow steps

9 steps, taken from the step headings in SKILL.md.

Load Existing Context
Identify New Data
Pull Fresh Data
Market Data Refresh
Re-run Projections
Diff Analysis
Update Qualitative Sections
Re-render Outputs
Change Summary

What it can do on your machine

Read from SKILL.md and the folder at commit f46f350. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Shell commands in SKILL.md call:
- python
From the folder's file list and the shell code blocks in SKILL.md.
Network
Links to these hosts (documentation or services it may open):
- daloopa.com
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Update loads about 1.1k tokens when it runs. Until then it costs about 18 tokens; SKILL.md has 460 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~18
When it runs · the whole SKILL.md, loaded when a task matches: ~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from daloopa/investing at commit f46f350, republished under its Apache-2.0 licence (© daloopa). 460 words, ~1,145 tokens.

Download SKILL.mdSave it as .claude/skills/update/SKILL.md (or your agent's skills folder).

name: update
description: Refresh existing research note and Excel model with latest data
argument-hint: TICKER

Update existing coverage for the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This skill refreshes existing deliverables with the latest quarterly data, highlights what changed, and re-renders both outputs.

Phase 1 — Load Existing Context

Check for existing context files in reports/.tmp/:

reports/.tmp/{TICKER}_context.json (research note context)
reports/.tmp/{TICKER}_model_context.json (model context)

If neither exists, tell the user: "No existing coverage found for {TICKER}. Run /initiate {TICKER} first to create initial coverage." and stop.

Read the existing context(s) to understand what periods and data were previously gathered.

Phase 2 — Identify New Data

Look up the company using discover_companies. Capture company_id, latest_calendar_quarter (anchor for all period calculations — see ../data-access.md Section 1.5), and latest_fiscal_quarter. Note the firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5. Compare to the periods in existing context. Determine which new quarters need to be pulled.

If no new quarters are available, tell the user: "Coverage is already current through {latest_period}. No new data to update." and stop.

Phase 3 — Pull Fresh Data

Pull data for ALL periods (not just new ones) to ensure consistency:

Full Income Statement, Balance Sheet, Cash Flow
Segments, KPIs, Guidance
Share count, buyback activity

This refreshes the entire dataset, catching any Daloopa revisions to prior quarters.

Phase 4 — Market Data Refresh

Get current prices, trading multiples, and risk-free rate (see ../data-access.md Section 2).

Also refresh peer multiples if comps data exists in context.

Phase 5 — Re-run Projections

With updated historical data, re-run projections. If a projection engine is available (see ../data-access.md Section 5), use it. Otherwise project manually.

Show full SKILL.md (183 more words)Show less

Phase 6 — Diff Analysis

Save the new context alongside the old:

Write new context to reports/.tmp/{TICKER}_context_new.json
Run: python infra/report_differ.py --old reports/.tmp/{TICKER}_context.json --new reports/.tmp/{TICKER}_context_new.json --output reports/.tmp/{TICKER}_diff.json
Read the diff to understand what changed

Key changes to highlight:

Revenue/EPS beats or misses vs prior estimates
Margin changes (expansion or compression)
Guidance changes (raised, lowered, maintained)
New KPI data points
Share count changes (buyback acceleration/deceleration)
Valuation changes (price moved, multiples shifted)

Phase 7 — Update Qualitative Sections

Search filings for the new quarter(s):

Earnings highlights and management commentary
Updated guidance language
New risk factors or strategic shifts
Update investment thesis if data warrants it

Revise the executive summary and key findings to reflect the latest quarter.

Phase 8 — Re-render Outputs

Update charts with new data points, then re-render:

Research Note:

Overwrite context: reports/.tmp/{TICKER}_context.json
Re-generate charts with updated data
Run: python infra/docx_renderer.py --template templates/research_note.docx --context reports/.tmp/{TICKER}_context.json --output reports/{TICKER}_research_note.docx

Excel Model:

Overwrite context: reports/.tmp/{TICKER}_model_context.json
Run: python infra/excel_builder.py --context reports/.tmp/{TICKER}_model_context.json --output reports/{TICKER}_model.xlsx

Phase 9 — Change Summary

Present a clear summary of changes to the user:

## {TICKER} Coverage Update — {new_quarter} Added

### Key Changes
- Revenue: $XX.XB vs $XX.XB prior quarter (+X.X% QoQ, +X.X% YoY)
- EPS: $X.XX vs $X.XX guidance (beat/miss by X.X%)
- Gross Margin: XX.X% vs XX.X% prior quarter (+/- XXbps)
- {other notable changes}

### Projection Updates
- {what changed in forward estimates and why}

### Valuation Impact
- DCF implied price: $XXX (was $XXX, change of +/-X%)
- Comps implied range: $XXX - $XXX

### Files Updated
- Research note: reports/{TICKER}_research_note.docx
- Excel model: reports/{TICKER}_model.xlsx
- Diff report: reports/.tmp/{TICKER}_diff.json

All financial figures must use Daloopa citation format: $X.XX million

Files

Just SKILL.md in .claude/skills/update of daloopa/investing.

Open the folder on GitHubat commit f46f350

Compare with similar skills

Update next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Update compared with similar skills
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Cn Ib Diligence WorkpaperQiushenZou/cn-investment-banking-skills	102	—	~1.4k	Automated safety check: Pass	Apache-2.0	1 mo ago
Officecli Commonly TemplatesTeam-Commonly/commonly	1.4k	—	~1.7k	Automated safety check: Pass	Apache-2.0	today
Brigade Spreadsheet Builderspinabot/brigade	11k	—	~1.4k	Automated safety check: Pass	MIT	4 days ago

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Questions about Update

What does Update do?

Refresh existing research note and Excel model with latest data. Update is an agent skill from daloopa/investing.

When should I use Update?

Update fits situations like: tasks that involve Excel spreadsheets.

How do I install Update in Claude Code?

Run `npx skills add daloopa/investing --skill update -a claude-code`. Or copy the skill folder (.claude/skills/update in daloopa/investing) into .claude/skills/update in your project. Claude Code loads it when a task matches its description.

How do I install Update in Codex?

Run `npx skills add daloopa/investing --skill update -a codex`. Or copy the skill folder (.claude/skills/update in daloopa/investing) into .agents/skills/update in your project. Codex loads it when a task matches its description.

Can I use Update in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add daloopa/investing --skill update -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/update, .gemini/skills/update, .github/skills/update and .opencode/skills/update in your project.

What does Update need to run?

Going by SKILL.md and its folder, Update needs the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Update access the network?

SKILL.md names 1 domain. As links in the text: daloopa.com. This is read from the text; nothing was executed.

Is Update safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Update use?

Update is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Update use?

About 1.1k tokens (SKILL.md is roughly 4.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Update?

Skills that share tags, products or a category with Update: Anti Gambling Trader (mars-tw/anti-gambling-trader-tw, 716 stars), Data Update (Sixian-Li/plain-backtest, 150 stars), Cn Ib Diligence Workpaper (QiushenZou/cn-investment-banking-skills, 102 stars) and Officecli Commonly Templates (Team-Commonly/commonly, 1.4k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Update?

daloopa (a GitHub organization) maintains it in daloopa/investing, which has 489 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on July 22, 2026.

Source: daloopa/investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Update

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Phase 1 — Load Existing Context

Phase 2 — Identify New Data

Phase 3 — Pull Fresh Data

Phase 4 — Market Data Refresh

Phase 5 — Re-run Projections

Phase 6 — Diff Analysis

Phase 7 — Update Qualitative Sections

Phase 8 — Re-render Outputs

Phase 9 — Change Summary

Files

Compare with similar skills

Similar skills

More from daloopa/investing

Related

Questions about Update