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3-statement-model - Complete integrated three-statement financial models

Completes financial model templates by populating historicals, building formula-driven projections, and linking the income statement, balance sheet, and cash flow statement.

Tags

Updated: 2026-10-08

Capabilities

Typical Inputs

Typical Outputs

What this skill does

  • Review template tabs
  • Map model sections
  • Populate historical actuals
  • Build formula-driven projections
  • Link financial statements
  • Run balance checks
  • Validate cash tie-outs
  • Apply model formatting

Inputs

  • Financial model template
  • Historical financial data
  • Assumption drivers
  • Scenario selection
  • SEC filing data

Outputs

  • Completed financial model
  • Linked statement formulas
  • Validation check results
  • Formatted model workbook

Requirements

  • Excel Office JS or Python/openpyxl
  • Workbook write access
  • Excel formula recalculation
  • SEC filings when required

Source

  • Spec: SKILL.md

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financial modeling
three-statement model
income statement
balance sheet
cash flow
Excel
Review template tabs
Map model sections
Populate historical actuals
Build formula-driven projections
Financial model template
Historical financial data
Assumption drivers
Completed financial model
Linked statement formulas
Validation check results