Update Fictional Quarterly Results in a Claude Code Model
Add changed quarterly figures to a disposable model and record which input, formula total, and narrative assumption changed.
中文Setup for Claude Code
Claude Code and equity-research. Attach a scratch workbook and a local mock release. Retain a separate original model for comparison.
- In Claude Code, run claude plugin marketplace add anthropics/financial-services.
- Install with claude plugin install financial-analysis@claude-for-financial-services.
- Add the workflow with claude plugin install equity-research@claude-for-financial-services.
- Start Claude Code in a scratch directory. Invoke /model-update or ask for the model-update skill by name.
Example task
Set first-half sales to 240. Create a fictional release with Q3 sales of 135 versus the model's 125 estimate. Ask for a copy updated using only the mock release and a concise bridge from old to new.Expected result
The new copy shows Q3 of 135 and nine-month sales of 375. The change log ties the 10-unit difference to the release and the roll-up remains a formula.
Upstream documentation
Original SKILL.md on GitHub · Apache-2.0 license · Source reviewed
Frequently asked question
How should adjusted estimates and actual figures be distinguished?
Keep the actual sourced from the release in its own field and label changed forecast assumptions separately.