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Agent skill

Model Update

by rongxinzy in rongxinzy/RongxinAI

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.

AGPL-3.0Auto-check passedBusiness, Finance & HR

Install Model Update

skills CLI
$ npx skills add rongxinzy/RongxinAI --skill model-update -a claude-code

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

GitHub CLI
$ gh skill install rongxinzy/RongxinAI model-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/rongxinzy/RongxinAI.git skills-src && mkdir -p .claude/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/model-update .claude/skills/model-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/

Facts

Skill name
model-update
GitHub stars
154
Used in
1 other repo
Token cost
~835 tokens
SKILL.md length
348 words
Files
1
Skills in repo
94
Repo updated
First seen
Licence
AGPL-3.0

At a glance

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.

  • Works in 6 steps: Identify What Changed → Plug New Data → Revise Forward Estimates → …
  • Refresh estimates
  • SKILL.md covers Workflow and Important Notes
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Model Update is an agent skill from rongxinzy/RongxinAI. 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".

Its SKILL.md is about 840 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 Business, Finance & HR, covering Financial modeling and Financial analysis. The repository describes itself as: An all-in-one local AI Agent workspace with a fully self-developed stack. The licence is AGPL-3.0.

When your agent uses it

  • Refresh estimates
  • Update numbers for [company]
  • Revise estimates

Example prompts

  • “update model”
  • “plug earnings”
  • “refresh estimates”
  • “/model-update”

Workflow steps

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

  1. Identify What Changed
  2. Plug New Data
  3. Revise Forward Estimates
  4. Valuation Impact
  5. Summary & Action
  6. Output

What it can do on your machine

Read from SKILL.md and the folder at commit aa2b27b. 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

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    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

Model Update loads about 835 tokens when it runs. Until then it costs about 104 tokens; SKILL.md has 348 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~104
When it runs · the whole SKILL.md, loaded when a task matches
~835

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 rongxinzy/RongxinAI at commit aa2b27b, republished under its AGPL-3.0 licence (© rongxinzy). 348 words, ~835 tokens.

Download SKILL.mdSave it as .claude/skills/model-update/SKILL.md (or your agent's skills folder).
name
model-update
description
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".

Model Update

Workflow

Step 1: Identify What Changed

Determine the update trigger:

  • Earnings release: New quarterly actuals to plug in
  • Guidance change: Company updated forward outlook
  • Estimate revision: Analyst changing assumptions based on new data
  • Macro update: Interest rates, FX, commodity prices changed
  • Event-driven: M&A, restructuring, new product, management change
Step 2: Plug New Data
After Earnings

Update the model with reported actuals:

Line ItemPrior EstimateActualDeltaNotes
Revenue
Gross Margin
Operating Expenses
EBITDA
EPS
[Key metric 1]
[Key metric 2]

Segment Detail (if applicable):

  • Update each segment's revenue and margin
  • Note any segment mix shifts

Balance Sheet / Cash Flow Updates:

  • Cash and debt balances
  • Share count (buybacks, dilution)
  • Capex actual vs. estimate
  • Working capital changes
Step 3: Revise Forward Estimates

Based on the new data, adjust forward estimates:

Old FY EstNew FY EstChangeOld Next FYNew Next FYChange
Revenue
EBITDA
EPS

Key Assumption Changes:

  • What assumptions are you changing and why?
  • Revenue growth rate: old → new (reason)
  • Margin assumption: old → new (reason)
  • Any new items (restructuring charges, one-time gains, etc.)
Step 4: Valuation Impact

Recalculate valuation with updated estimates:

Valuation MethodPriorUpdatedChange
DCF fair value
P/E (NTM EPS × target multiple)
EV/EBITDA (NTM EBITDA × target multiple)
Price Target
Step 5: Summary & Action

Estimate Change Summary:

  • One paragraph: what changed, why, and what it means for the stock
  • Is this a thesis-changing event or noise?

Rating / Price Target:

  • Maintain or change rating?
  • New price target (if changed) with methodology
  • Upside/downside to current price
Step 6: Output
  • Updated Excel model (if user provides the existing model)
  • Estimate change summary (markdown or Word)
  • Updated price target derivation

Important Notes

  • Always reconcile your estimates to the company's reported figures before projecting forward
  • Note any non-recurring items and whether your estimates are GAAP or adjusted
  • Track your estimate revision history — it shows your analytical progression
  • If the quarter was noisy, separate signal from noise in your estimate changes
  • Check consensus after updating — how do your revised estimates compare to the Street?
  • Share count matters — dilution from stock comp, converts, or buybacks can materially affect EPS

© rongxinzy, AGPL-3.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/model-update of rongxinzy/RongxinAI.

Open the folder on GitHubat commit aa2b27b

Used in 1 other repository

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in rongxinzy/RongxinAI, which our catalogue first saw on October 7, 2026.

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Categories

Questions about Model Update

What does Model Update do?

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Model Update is an agent skill from rongxinzy/RongxinAI. Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.

When should I use Model Update?

Model Update fits situations like: refresh estimates; update numbers for [company]; revise estimates.

How do I install Model Update in Claude Code?

Run `npx skills add rongxinzy/RongxinAI --skill model-update -a claude-code`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/model-update in rongxinzy/RongxinAI) into .claude/skills/model-update in your project. Claude Code loads it when a task matches its description.

How do I install Model Update in Codex?

Run `npx skills add rongxinzy/RongxinAI --skill model-update -a codex`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/model-update in rongxinzy/RongxinAI) into .agents/skills/model-update in your project. Codex loads it when a task matches its description.

Can I use Model 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 rongxinzy/RongxinAI --skill model-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/model-update, .gemini/skills/model-update, .github/skills/model-update and .opencode/skills/model-update in your project.

What does Model Update need to run?

SKILL.md names no scripts, command-line tools or credentials: Model Update is instructions for the agent only.

Does Model Update access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Model 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 Model Update use?

Model Update is published under the AGPL-3.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Model Update use?

About 835 tokens (SKILL.md is roughly 3.3k 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 Model Update?

Skills that share tags, products or a category with Model Update: Money Finance (iamzifei/show-me-the-money, 1k stars), Longbridge Fundamentals (helsome/folio, 270 stars), Finance (travisjneuman/.claude, 101 stars) and Research Finance (alirezarezvani/claude-skills, 28k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Model Update?

rongxinzy (a GitHub organization) maintains it in rongxinzy/RongxinAI, which has 154 GitHub stars. The repository holds 94 skills in this directory. The repository was last updated on October 9, 2026.

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