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3-statement-model

Populate 3-statement financial model templates with Excel formulas and SEC filing data.

1|Updated Feb 1, 2026
Search Tags:#data extraction#financial modeling#financial analysis#Excel automation#3-statement model
One-click install
npx skills add https://github.com/mouseqiao85/AI-Plat --skill 3-statement-model-mouseqiao85
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/mouseqiao85/AI-Plat/tree/main/agent/skills/3-statement-model
Command: npx skills add https://github.com/mouseqiao85/AI-Plat --skill 3-statement-model-mouseqiao85

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, pandas, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill automates the completion of 3-statement financial model templates, reducing manual errors and time spent on repetitive tasks.

Core Features & Use Cases

  • Automated Template Completion: Populate and complete 3-statement financial models (Income Statement, Balance Sheet, Cash Flow Statement) with proper linkages.
  • Professional Standards: Ensures formatting, formulas, and currency consistency in line with professional standards.
  • Scenario Analysis: Perform scenario-based analysis (Base, Upside, Downside) with ease.
  • SEC Filings Data Extraction: Extracts data from SEC filings for public company data integration.
  • Use Case: Ideal for financial analysts, accountants, and business professionals who need to prepare financial models quickly and accurately.

Quick Start

Use the 3-statement-model skill to complete the financial model for XYZ Corporation's 2023 fiscal year, including historical data and projections.

Frequently Asked Questions about 3-statement-model

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

FAQPage Schema
How do I automate populating a 3-statement financial model from SEC filings?▼

You can automate populating a 3-statement financial model by using Python scripts to extract data directly from SEC filings and map it into Excel templates with proper formulas. This ensures automated linkages across the Income Statement, Balance Sheet, and Cash Flow Statement.

Can I perform scenario analysis on a 3-statement model in Excel using Python?▼

Yes, you can perform scenario analysis on a 3-statement model using Python scripts to manage Base, Upside, and Downside cases. This automation maintains formatting and currency consistency while updating Excel formulas across different projections.

What is the best way to extract public company financial data for corporate finance tasks?▼

The best way to extract public company financial data for corporate finance tasks is using Python scripts to pull figures directly from SEC filings. This automates data integration into your financial models, reducing manual entry errors.

Does this financial modeling automation work with openpyxl and pandas for Excel automation?▼

Yes, this financial modeling automation relies on openpyxl and pandas to manipulate Excel templates and execute data extraction. These dependencies allow Python scripts to write formulas, validate data, and ensure model integrity.

How do I ensure formula consistency and model integrity when automating Excel templates?▼

To ensure formula consistency and model integrity when automating Excel templates, the workflow includes robust error checking and validation scripts. This enforces professional standards for formatting and linkages across all financial statements.

What are the limitations of using Python for 3-statement financial modeling?▼

A limitation of using Python for 3-statement financial modeling is that it requires pre-existing Excel templates and structured SEC filings to function correctly. Users need robust error checking because unstructured data can disrupt model integrity.

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