3-statement-model

Construct 3-statement financial models in Excel using openpyxl.

Updated May 11, 2026

Search Tags:#financial modeling #Excel #cash flow #balance sheet #3-statement analysis

Ready to run

npx skills add https://github.com/richardnguyen0715/keep-it-real --skill 3-statement-model-richardnguyen0715

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/richardnguyen0715/keep-it-real/tree/main/refer-projects/hermes-agent/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/richardnguyen0715/keep-it-real --skill 3-statement-model-richardnguyen0715

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, excel-author, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the process of creating and populating detailed 3-statement financial models (Income Statement, Balance Sheet, and Cash Flow Statement) in Excel, ensuring accuracy and consistency.

Core Features & Use Cases

Integrated 3-Statement Modeling: Build fully functional models with schedules for working capital, depreciation, debt, and more.
Formula-Based Projections: Utilize Excel formulas for all projections and roll-forwards, maintaining data integrity.
Professional Formatting: Apply a professional blue/grey palette for cell fills and maintain clear formatting standards.
Scenario Analysis: Conduct base, upside, and downside scenario analyses with ease.
Credit Metrics: Calculate and display key credit metrics for financial health assessment.
Use Case: Imagine you are analyzing a company's financials. Use this Skill to create a comprehensive model that includes all three financial statements, enabling detailed analysis and forecasting.

Quick Start

Run the skill with the 'build-model' command and provide the necessary template and data files.

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 in Excel?▼

To build a 3-statement financial model in Excel, you need a predefined template with structured tabs and named ranges. The Skill uses openpyxl to populate the Income Statement, Balance Sheet, and Cash Flow Statement with formula-based projections and roll-forwards.

What do I need to create a 3-statement financial model with openpyxl?▼

Creating a 3-statement financial model requires input data and a predefined Excel template with structured tabs and named ranges. You also need the openpyxl and excel-author dependencies installed to execute the model generation process.

Can I perform scenario analysis on a 3-statement financial model?▼

Yes, you can perform scenario analysis on a 3-statement financial model. The Skill supports base, upside, and downside scenarios, and calculates key credit metrics to assess financial health across different projections.

Does the 3-statement model use Excel formulas for projections?▼

Yes, the 3-statement model uses Excel formulas for all projections and roll-forwards. This maintains data integrity within the schedules for working capital, depreciation, and debt while applying a professional blue and grey formatting palette.

How do I automate cash flow statement integration with a balance sheet?▼

You can automate cash flow statement integration with a balance sheet by running the build-model command with necessary template and data files. The Skill constructs fully functional schedules linking the three financial statements automatically.