Update financial models after earnings, new company guidance, or changes in assumptions. Revise forecasts, recalculate valuation and price targets, and summarize significant changes with their reasons and implications for the investment view.
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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".
安装前可以查看交给 AI 代理的指令内容。
Determine the update trigger:
Update the model with reported actuals:
| Line Item | Prior Estimate | Actual | Delta | Notes |
|---|---|---|---|---|
| Revenue | ||||
| Gross Margin | ||||
| Operating Expenses | ||||
| EBITDA | ||||
| EPS | ||||
| [Key metric 1] | ||||
| [Key metric 2] |
Segment Detail (if applicable):
Balance Sheet / Cash Flow Updates:
Based on the new data, adjust forward estimates:
| Old FY Est | New FY Est | Change | Old Next FY | New Next FY | Change | |
|---|---|---|---|---|---|---|
| Revenue | ||||||
| EBITDA | ||||||
| EPS |
Key Assumption Changes:
Recalculate valuation with updated estimates:
| Valuation Method | Prior | Updated | Change |
|---|---|---|---|
| DCF fair value | |||
| P/E (NTM EPS × target multiple) | |||
| EV/EBITDA (NTM EBITDA × target multiple) | |||
| Price Target |
Estimate Change Summary:
Rating / Price Target:
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Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
中文简介正在准备中。当前显示英语简介。
Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.
中文简介正在准备中。当前显示英语简介。
Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
中文简介正在准备中。当前显示英语简介。
Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
中文简介正在准备中。当前显示英语简介。
Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
中文简介正在准备中。当前显示英语简介。
Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.
中文简介正在准备中。当前显示英语简介。