financial-modeling

Automate completion of integrated 3-statement financial model templates.

Updated Feb 26, 2026
One-click install
npx skills add https://github.com/dgkngk/super-kit --skill financial-modeling-dgkngk
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-modeling
Source: https://github.com/dgkngk/super-kit/tree/main/skills/tech/financial-modeling
Command: npx skills add https://github.com/dgkngk/super-kit --skill financial-modeling-dgkngk

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the creation and population of complex 3-statement financial models, ensuring accuracy and saving significant time for financial analysts.

Core Features & Use Cases

  • Template Completion: Accurately fills out pre-defined Excel templates for Income Statement, Balance Sheet, and Cash Flow Statement.
  • Integrated Statements: Ensures proper linkages and data flow between all three financial statements.
  • Use Case: Quickly populate a 5-year financial projection model for a startup using a provided template, ensuring all line items, schedules, and checks are correctly calculated and balanced.

Quick Start

Use the 3-statements skill to complete the financial model template located at '/mnt/data/financial_model_template.xlsx'.

Frequently Asked Questions about financial-modeling

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

FAQPage Schema
How do I automate populating a 3-statement financial model in Excel?

To automate 3-statement financial modeling, the system analyzes your Excel template and populates the Income Statement, Balance Sheet, and Cash Flow Statement while validating formulas and ensuring cross-statement integrity checks balance correctly.

What is integrated 3-statement financial modeling and when do I need it?

Integrated 3-statement financial modeling links the Income Statement, Balance Sheet, and Cash Flow Statement to ensure data flow accuracy. You need it for building 5-year financial projection models, scenario analysis, and calculating credit metrics accurately.

Can I use an existing Excel template for financial statement projections?

Yes, you can use a pre-defined Excel template for financial statement projections. The system accurately fills out the provided template structure, handling data entry, formula validation, and ensuring all line items and schedules are correctly calculated.

Does the automated financial modeling handle scenario analysis and credit metrics?

Automated financial modeling supports scenario analysis and credit metric calculations as defined in the model structure. It populates the integrated statements and calculates these metrics while maintaining proper linkages and data flow between all financial statements.

How do I ensure cross-statement integrity checks balance in a projection model?

To ensure cross-statement integrity checks balance in a projection model, the automation validates formulas and enforces proper linkages between the Income Statement, Balance Sheet, and Cash Flow Statement, verifying all line items and schedules calculate correctly.

What are the limitations of automating financial statement template completion?

Automating financial statement template completion requires a pre-defined Excel template structure to function. It cannot build templates from scratch and relies on the existing model structure to define scenario analysis, credit metrics, and line item calculations.