3-statement-model

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

34.1k|5.1k|Updated Feb 23, 2026
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill 3-statement-model
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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.