3-statements
CommunityPopulate and link 3-statement financial models.
Finance & Accounting#financial-modeling#cash-flow#income-statement#balance-sheet#three-statement#nol-dta
AuthorWalter102202
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill addresses the challenge of building and maintaining integrated 3-statement financial models (IS/BS/CF) with accurate linkages, consistent formatting, and robust validation, reducing manual errors and rework in forecasting and valuation tasks.
Core Features & Use Cases
- Populate an Income Statement, Balance Sheet, and Cash Flow Statement from historical data and drivers.
- Enforce cross-statement linkages, margin calculations, working capital dynamics, and scenario analysis across multiple projection years.
- Support model validations (BAL/CF/CFO consistency, NOL/DTA treatment, and debt schedules) for equity research, FP&A, and investment banking workflows.
Quick Start
Load a 3-statement template and begin populating historical data and drivers from your company's financial statements.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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-statements Download link: https://github.com/Walter102202/Finance/archive/main.zip#3-statements Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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