AI Blocks › Handle money and investing
Financial model refresher
Give it a model and new results or guidance. Get estimates updated and the biggest changes flagged.
Financial model refresher is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Apache 2.0 licence · Made by nighomni123 · Level: advanced
Made by nighomni123. See the original on GitHub; we copied it as it is, with its licence.
What it does
An existing model brought up to date after earnings, new guidance or a market move, with the biggest changes to estimates pointed out. You see what moved and why. First you say what triggered the update: a results release, new guidance, a change in your own view, a macro shift or an event like an acquisition. The skill plugs in the new actuals and compares each line to your prior estimate, showing the gap and a note. It then adjusts forward estimates, flows the changes through the statements, and flags the lines with the largest revisions. It follows Indian conventions: April to March fiscal years and lakh and crore units.
You give it
- The current model file
- New results, guidance or the event
- Your view on what changed (optional)
- Source text (optional)
You get
- Updated actuals
- A prior versus new estimate table
- Revised forecasts
- Largest changes flagged
- A short change summary
Use it when
- A company just reported quarterly results.
- Management raised or cut guidance.
- Interest rates or currency moved and your forecast is stale.
- You need a short note on what changed in your numbers.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.