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Prepare a filing-based earnings model update
Update a sourced earnings workbook while keeping periods, shares, adjustments, taxes and OCI reconciled.
Prepare a filing-based earnings model update is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
A linked filing update workbook and change log with five reconciled schedules. Public-market financial modelling. The governing file preserves the component methods, input coverage and acceptance checks through each handoff.
You give it
- New filing and prior model, annual/YTD statements, share ledger, acquired-amortization reconciliation, current-tax and OCI notes.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- A linked filing update workbook and change log with five reconciled schedules.
- Original step files, financial assumptions, source coverage and a governing handoff summary.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need a linked filing update workbook and change log with five reconciled schedules.
- You work on public-market financial modelling and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
Steps
- Trailing-period financial bridge: Build a trailing-year flow from annual and matching year-to-date statements.
- Weighted-average share schedule: Turn dated share changes into a checked EPS denominator and a timing sensitivity.
- Purchased amortization EPS bridge: Tie acquired-intangible amortization and its disclosed tax effect to an alternative EPS measure.
- Current tax cash-payment bridge: Reconcile current tax expense and tax-payable movements to disclosed cash payments.
- OCI reclassification bridge: Prove how recycling between OCI and profit leaves total comprehensive income unchanged.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.