anthropics avatar

3 Statement Model

This one automates the tedious parts of filling out integrated financial model templates. It populates income statements, balance sheets, and cash flow statements with proper Excel formulas, not hardcoded values, so the model actually flexes when you change assumptions. It handles both Office.js contexts and Python/openpyxl generation, catches the common merged-cell pitfall in Excel add-ins, and enforces step-by-step verification so you don't build an entire three-statement model only to discover the cash doesn't tie out. Follows a professional blue-gray formatting palette by default. The real value is in the discipline it enforces around formula-driven cells and statement linkages, which is exactly where manual model building falls apart.

skills.sh installs
2.2K
GitHub stars
41.2K
last updated
Aug 21, 2026

Install

$ npx -y skills add anthropics/financial-services --skill 3-statement-model --agent claude-code

Installs into .claude/skills of the current project.

Files

3-Statement Financial Model Template Completion

Complete and populate integrated financial model templates with proper linkages between Income Statement, Balance Sheet, and Cash Flow Statement.

⚠️ CRITICAL PRINCIPLES — Read Before Populating Any Template

Sponsors

Details

Repository
github.com/anthropics/financial-services
Category
Finance & Trading
First seen
Jun 3, 2026

More from anthropics/financial-services

All 27
1anthropics avatarclean-data-xlsanthropics/financial-servicesClean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed2.1Kskills.sh installs
20xhubed avatarrisk-management0xhubed/agent-trading-arenaRisk management rules learned from competition outcomes. Use when sizing positions or setting stop-losses.2.1Kskills.sh installs
3coinbase avatarquery-onchain-datacoinbase/agentic-wallet-skillsQuery onchain data on Base using the CDP SQL API via x402. Use when you or your user want to view onchain information about decoded blocks, transactions, and ev2.1Kskills.sh installs
4anthropics avatarinitiating-coverageanthropics/financial-servicesCreate institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1)2Kskills.sh installs
5binance avatarassetsbinance/binance-skills-hubBinance Assets request using the Binance API. Authentication requires API key and secret key.2Kskills.sh installs
6anthropics avatarlbo-modelanthropics/financial-servicesThis skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committ1.9Kskills.sh installs