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Build an integrated three-statement financial model v1.0.0

Use this resource to build an integrated three-statement financial model

New

  • 329 downloads
  • 239 likes
  • 204 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install three-statement-financial-model

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent starts from your historical data and assumptions, then builds linked income statement, balance sheet and cash flow projections. You get a structured model with key assumptions and base, bull and bear scenarios.

Mostly picked by

Updated November 2, 2026

Card for the “Build an integrated three-statement financial model” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md : historical data and projection assumptions
  • SKILL.md : linkages between the three statements and key formulas
  • SKILL.md : output format, key assumptions and scenario analysis

Good fit for

  • You are preparing a fundraise and need a projection
  • You want to test a price increase against your cash

Not for

    Tags

    • financial model
    • projections
    • cash flow
    • balance sheet
    • scenarios

    About

    You say

    “Build a three-year three-statement model from my 2025 revenue and these growth assumptions.”

    Card for the “Build an integrated three-statement financial model” skill

    Skill published by claude-office-skills under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to build an integrated three-statement financial model
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md9.4 KB

    Origin and licence

    Listed unmodified

    Author
    claude-office-skills
    Source
    github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/financial-modeling
    Licence
    MIT

    Notice

    « financial-modeling » (claude-office-skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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