3-statement-model

Official

Build integrated financial models.

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 required

Components

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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