3-statement-model
OfficialBuild integrated financial models.
Finance & Accounting#financial modeling#financial analysis#forecasting#excel automation#3 statement model#template population
Authoranthropics
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the completion and population of complex 3-statement financial model templates, ensuring accuracy and proper linkages between the Income Statement, Balance Sheet, and Cash Flow Statement.
Core Features & Use Cases
- Template Population: Fills pre-defined financial model templates with historical data and projections.
- Formula Integrity: Ensures all projected figures are driven by formulas, not hardcoded values.
- Statement Linkages: Correctly integrates IS, BS, and CF statements, maintaining balance sheet equality and cash tie-outs.
- Scenario Analysis: Supports building out Base, Upside, and Downside scenarios.
- Use Case: Populate a standard 5-year 3-statement model template using provided historical financials and management assumptions, ensuring all inter-statement links and checks are valid.
Quick Start
Complete the provided 3-statement model template using the attached historical data and assumptions.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: 3-statement-model Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#3-statement-model Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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