3-statements

Standardize construction and validation of integrated 3-statement financial models.

1|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/smrik/ai-fund --skill 3-statements-smrik
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statements
Source: https://github.com/smrik/ai-fund/tree/main/skills/financial-analysis/skills/3-statements
Command: npx skills add https://github.com/smrik/ai-fund --skill 3-statements-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill solves the complexity of maintaining integrated financial models by providing a standardized framework for linking the Income Statement, Balance Sheet, and Cash Flow Statement, ensuring data integrity and preventing common formula errors.

Core Features & Use Cases

  • Integrated Modeling: Automatically links Income Statement, Balance Sheet, and Cash Flow Statement to ensure the model balances.
  • Validation & Audit: Provides a comprehensive suite of checks to identify errors in cross-tab linkages, sign conventions, and circular references.
  • Scenario Analysis: Supports Base, Upside, and Downside case toggles to stress-test financial projections.
  • Use Case: Use this skill to complete a partially filled financial model template for a company, ensuring that all historical data is correctly mapped and that the projected statements maintain balance sheet integrity.

Quick Start

Use the 3-statements skill to populate the provided financial model template with the extracted data from the company's latest 10-K filing.

Frequently Asked Questions about 3-statements

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

FAQPage Schema
How do I build an integrated 3-statement financial model that balances correctly?

An integrated 3-statement model links the Income Statement, Balance Sheet, and Cash Flow Statement. It enforces strict linkage logic and predefined formula structures to ensure mathematical consistency and balance sheet integrity across all projection periods.

What is the best way to audit a 3-statement financial model for formula errors?

Auditing a 3-statement model requires comprehensive validation checks to identify errors in cross-tab linkages, sign conventions, and circular references. Predefined audit protocols ensure mathematical consistency and data integrity across the integrated financial statements.

Can I use this 3-statement modeling approach for scenario analysis and stress testing?

Yes, 3-statement modeling supports Base, Upside, and Downside case toggles to stress-test financial projections. This allows you to evaluate various scenarios while maintaining strict linkage logic and balance sheet integrity across all projected periods.

How do I populate a financial model template with data from a 10-K filing?

To populate a financial model template, extract historical data from the company's latest 10-K filing and map it into the predefined structures. The model enforces strict linkage logic to ensure projected statements maintain mathematical consistency and balance sheet integrity.

Does this 3-statement modeling framework support tracking NOL carryforwards and credit metrics?

Yes, 3-statement modeling supports complex financial analysis tasks including NOL carryforward tracking and credit metric calculation. These calculations integrate seamlessly into the standardized linkage logic between the Income Statement, Balance Sheet, and Cash Flow Statement.