3-statement-model

Automate integrated financial statement completion using Excel formulas and Python scripts.

Updated May 10, 2026
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill 3-statement-model-rpoole-dev
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill 3-statement-model-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the process of completing and populating financial model templates, saving valuable time and reducing errors in financial analysis.

Core Features & Use Cases

  • Automated Model Completion: Automatically fill out financial models with accurate data and formulas.
  • Environmental Configuration: Supports both Office JS and Python environments for different Excel integration scenarios.
  • Data Integrity: Ensures that all calculations are formula-based to maintain model flexibility.
  • Quality Checks: Provides a comprehensive checklist for validating the integrity of the financial model.
  • Scenario Analysis: Handles base, upside, and downside scenarios with sensitivity analysis for key drivers.
  • SEC Filings Data Extraction: Extracts data from SEC filings for use in financial models.
  • Use Case: Ideal for financial analysts who need to complete complex financial models quickly and accurately, especially for forecasting and scenario analysis.

Quick Start

Use the 3-statement-model skill to complete the financial model for 'Company X' with the provided assumptions and historical data.

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 integrated financial statement modeling in Excel?

Automate integrated financial statement modeling by using Python scripts and Excel formulas to automatically populate Income Statement, Balance Sheet, and Cash Flow Statement templates. This maintains calculation flexibility and reduces manual data entry errors.

How do I run scenario analysis on a 3-statement financial model?

Run scenario analysis on a 3-statement financial model by configuring the Skill to handle base, upside, and downside scenarios. It automatically applies sensitivity analysis to key financial drivers across your integrated statements.

Do I need Python and Excel to use this financial analysis automation?

Yes, you need both Python and Excel to execute this financial analysis automation. The Skill relies on openpyxl for Python scripting and office.js for Excel integration to automatically populate and validate your financial models.

How does SEC filings data extraction work for financial models?

SEC filings data extraction works by pulling financial data directly from SEC filings and feeding it into your financial model templates. This streamlines the population of historical data and assumptions for accurate automated model completion.

What is the best way to validate financial model integrity after completion?

The best way to validate financial model integrity is using the comprehensive checklist provided by the Skill. It verifies that all calculations remain formula-based and ensures data accuracy across the completed integrated financial statements.

Can I use office.js and openpyxl for Excel financial model completion?

Yes, you can use office.js and openpyxl for Excel financial model completion. The Skill supports both Office JS and Python environments, allowing you to script automated formula population and integrate seamlessly with Excel.