3-statement-model

Name: 3-statement-model
Availability: InStock
Author: Anthropic

Populate integrated 3-statement financial model templates with formula-driven projections.

34.1k|5.1k|Updated Feb 23, 2026

Search Tags:#financial modeling #financial analysis #forecasting #excel automation #3 statement model #template population

Ready to run

npx skills add https://github.com/anthropics/financial-services-plugins --skill 3-statement-model

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/anthropics/financial-services-plugins/tree/main/financial-analysis/skills/3-statement-model
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill 3-statement-model

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the completion and population of complex 3-statement financial model templates, ensuring accuracy and proper linkages between the Income Statement, Balance Sheet, and Cash Flow Statement.

Core Features & Use Cases

Template Population: Fills pre-defined financial model templates with historical data and projections.
Formula Integrity: Ensures all projected figures are driven by formulas, not hardcoded values.
Statement Linkages: Correctly integrates IS, BS, and CF statements, maintaining balance sheet equality and cash tie-outs.
Scenario Analysis: Supports building out Base, Upside, and Downside scenarios.
Use Case: Populate a standard 5-year 3-statement model template using provided historical financials and management assumptions, ensuring all inter-statement links and checks are valid.

Quick Start

Complete the provided 3-statement model template using the attached historical data and assumptions.

Frequently Asked Questions about 3-statement-model

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I build an integrated 3-statement financial model with linked Income Statement, Balance Sheet, and Cash Flow?▼

To build an integrated 3-statement financial model, you populate pre-defined templates with historical data and projections, ensuring formula-driven linkages between the Income Statement, Balance Sheet, and Cash Flow Statement to maintain balance sheet equality and cash tie-outs.

What is the best way to automate Excel financial modeling and ensure formula integrity?▼

Automating Excel financial modeling requires ensuring all projected figures are driven by formulas rather than hardcoded values, while running validation checks to maintain proper inter-statement linkages and statement balance for professional financial analysis.

How do I set up scenario analysis for Base, Upside, and Downside cases in a financial model?▼

Setting up scenario analysis for Base, Upside, and Downside cases in a financial model involves applying management assumptions to integrated 3-statement templates, allowing projected figures to dynamically shift across scenarios while maintaining formula integrity and statement linkages.

Can I use pre-defined financial model templates for 5-year forecasting and historical data population?▼

Yes, you can use pre-defined financial model templates for 5-year forecasting by inputting provided historical financials and management assumptions, which automates the completion of projected figures and validation checks across the integrated statements.

Why does my 3-statement model not balance and how do I validate statement linkages?▼

A 3-statement model fails to balance when statement linkages are broken or hardcoded values override formulas; validation checks are required to ensure proper integration between the Income Statement, Balance Sheet, and Cash Flow Statement for accurate cash tie-outs.

Do I need specific formatting and formula principles to populate a 3-statement model?▼

Yes, populating a 3-statement model requires adherence to specific formatting and formula principles to ensure all projected figures are formula-driven, maintaining professional financial analysis standards and proper integration across all linked statements.