3-statements

Populate and link income statement, balance sheet, and cash flow templates from inputs.

17|4|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill 3-statements-yuping322
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statements
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/financial-analysis/skills/3-statements
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill 3-statements-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill solves the painful, error-prone process of assembling integrated 3-statement models by automatically populating IS, BS, and CF templates with consistent linkages.

Core Features & Use Cases

  • Template-aware population: IS, BS, CF are linked so updates to one statement propagate to others.
  • Data validation and projections: ensure historical data aligns and forecasts maintain proper relationships across statements.
  • Real-world use: generate a complete, client-ready model from assumptions for presentations or consolidation.

Quick Start

Populate the 3-statement template with your data to generate linked Income Statement, Balance Sheet, and Cash Flow outputs.

Frequently Asked Questions about 3-statements

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

FAQPage Schema
How do I automate building a 3-statement financial model from assumptions?

To automate 3-statement financial modeling, populate the template with your inputs and assumptions. The skill automatically links the Income Statement, Balance Sheet, and Cash Flow, propagating updates across all statements.

What is an integrated 3-statement model and how does it handle retained earnings roll-forwards?

An integrated 3-statement model links Income Statement, Balance Sheet, and Cash Flow. It ensures proper treatment of roll-forwards like retained earnings and debt, maintaining consistent line-item relationships across multiple forecast years.

How do I validate balance sheet equality and cash tie-out in financial projections?

Validate balance sheet equality and cash tie-out by using the skill's built-in template integrity checks. It automatically verifies that forecasts maintain proper relationships and that assets equal liabilities plus equity.

Can I generate a client-ready financial model for corporate finance presentations?

Yes, you can generate a complete, client-ready model from assumptions for presentations or consolidation. It populates linked Income Statement, Balance Sheet, and Cash Flow outputs suitable for corporate finance workflows.

Does this 3-statement modeling approach require manual linkage between financial statements?

No manual linkage is required. The skill is template-aware, automatically populating and linking the Income Statement, Balance Sheet, and Cash Flow so updates to one statement propagate to others.

What are the limitations of automating financial model population for multiple years?

The skill focuses on integrated forecasting across multiple years but depends on accurate historical data alignment. Users must provide valid inputs and assumptions, as template integrity checks only validate mathematical relationships.