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3-statement-model Skill

AI Agent SkillPythonOpen source

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial Published by anthropics in financial-services.

What is 3-statement-model Skill?

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.

Trust signal
95/100
Maintenance signal
90/100
Adoption signal
100/100

Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.

Key capabilities

  • Includes SKILL.md support
  • Reusable instructions support
  • Data analysis
  • Writing
  • Data analysis use cases
  • Writing use cases

Technical details

Copy skill directory
  • Install or run with Copy skill directory

When to use 3-statement-model Skill

  • Use it for data analysis.
  • Use it for writing.

Built with

PythonCopy skill directory

Editorial notes

Source

  • Creator: anthropics
  • Repository: anthropics/financial-services
  • Skill file: plugins/agent-plugins/model-builder/skills/3-statement-model/SKILL.md

What it does

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial

Skill instructions

3-Statement Financial Model Template Completion Complete and populate integrated financial model templates with proper linkages between Income Statement, Balance Sheet, and Cash Flow Statement. ⚠️ CRITICAL PRINCIPLES — Read Before Populating Any Template Environment — Office JS vs Python: - If running inside Excel (Office Add-in / Office JS): Use Office JS directly. Write formulas via range.formulas = [["=D14(1+Assumptions!$B$5)"]] — never range.values for derived cells. No separate recalc; Excel computes natively. Use context.workbook.worksheets.getItem(...) to navigate tabs. - If generating a standalone .xlsx file: Use Python/openpyxl. Write ws["D15"] = "=D14(1+Assumptions!$B$5)", then run recalc.py before delivery. - Office JS merged cell pitfall: Do NOT call .merge() then set .values on the merged range — throws InvalidArgument because the range still reports its pre-merge dimensions. Instead write value to top-left cell alone, then merge + format the full range: ws.getRange("A1").

Explore related resources

Frequently asked questions

What is 3-statement-model?

3-statement-model is a open-source AI agent skill with Copy skill directory. Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) .

Who is 3-statement-model best for?

3-statement-model is best for reusing agent instructions, scripts, and references, data analysis workflows, writing workflows.

How do I install 3-statement-model?

Install or run 3-statement-model using Copy skill directory. Check 3-statement-model for the latest setup command.

Is 3-statement-model actively maintained?

3-statement-model may need a closer maintenance check before production use.

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Forks
4,938
Last commit
26 days ago
Repository age
5 months
License
Apache-2.0

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