# equity-model-update

Updates a copy of a public-company Excel model from source-to-model maps and returns the XLSX with a change log.

- skill · `type=skill` · Codex, ChatGPT · ★ 7596
- Author: OpenAI · official OpenAI repository
- License: LicenseRef-Proprietary · policy=link-only · description only; the file stays with the author
- Source: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/equity-model-update/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/equity-model-update

## What it does

The skill matches metrics from filings, guidance, consensus and transcripts to specific sheet rows, then proposes new values. Your original file stays untouched: edits go into a copied workbook, with CSV, a run log and a manifest alongside it.

Every metric gets a mapping treatment before any delta is calculated. Only `safe_update` rows may carry proposed model values; the rest are tagged `reference_only`, `assumption_required`, `missing_model_architecture` or `rebuild_required`. When the workbook lacks the operating schedules an estimate refresh needs, the skill says refreshed estimates and valuation are unavailable and keeps the cached valuation only as a stale reference.

Protected cells, formula targets and under-mapped sheets block editing. In that case you get a control pack with `Update_Cover`, `Source_Map`, `Rebuild_Requirements`, `Change_Log`, `Tie_Out` and `Stale_Data` tabs instead. One thing to watch: after edits to input cells that feed formulas, the workbook still needs recalculation in Excel or Sheets. The skill flags that, but does not run the recalc itself.

## Install

### Codex (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill equity-model-update -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/equity-model-update/SKILL.md` — For all projects use ~/.agents/skills/

### Claude Code

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill equity-model-update -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/equity-model-update/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/equity-model-update/

### Cursor

**Manually: put the files in place**
- File: `.cursor/skills/equity-model-update/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins equity-model-update
```

2. **Manually: put the files in place**
- File: `.github/skills/equity-model-update/SKILL.md`

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/equity-model-update
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/equity-model-update/SKILL.md` — The legacy .windsurf/skills/ path still works

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/equity-model-update/SKILL.md

## When to use it
- refresh forecast rows after an earnings release
- map transcript metrics to specific model lines
- track which cells changed and which stayed blocked
- flag stale or missing data before updating the model
- build a control pack when the workbook cannot be edited safely

## Example prompts
- update my model from the latest filing, leave the original alone
- map the transcript metrics to model lines and show me the change log
- check which rows are safe to update and where a rebuild is required

## Similar
- [model-update](https://affpapa.org/en/nevibecode/skills/model-update.md) — skill · 1000 installs
- [equity-research](https://affpapa.org/en/nevibecode/skills/equity-research.md) — skill · 3200 installs
- [xlsx](https://affpapa.org/en/nevibecode/skills/tfriedel-xlsx.md) — skill · 2500 installs
- [excel-automation](https://affpapa.org/en/nevibecode/skills/excel-automation.md) — skill · 1500 installs
- [agent-xlsx](https://affpapa.org/en/nevibecode/skills/agent-xlsx.md) — skill · 766 installs
- [kimi-xlsx](https://affpapa.org/en/nevibecode/skills/kimi-xlsx.md) — skill · 430 installs

From the same set: [openai/plugins](https://affpapa.org/en/nevibecode/by/openai/plugins.md) — 337 cards

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