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Build an integrated financial model in Excel v1.0.0

Use this resource to populate an integrated Excel model of income statement, balance sheet and cash flow

New

  • 482 downloads
  • 171 likes
  • 155 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install three-statement-financial-model-2

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 completes the model from your assumptions and links the three statements with formulas instead of hardcoded values. It adds margin analysis and credit metrics, then recalculates the workbook before delivery.

Mostly picked by

Updated November 2, 2026

Card for the “Build an integrated financial model in Excel” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: population principles, model structure and margin analysis
  • references/: formatting, formulas and SEC filings

Good fit for

  • You are preparing a financial plan for a fundraising round
  • You need to link an income statement to a balance sheet in an existing workbook

Not for

    Tags

    • financial model
    • excel
    • balance sheet
    • cash flow
    • formulas

    About

    You say

    “Complete the three-statement model with 20% annual growth and add gross margins.”

    Card for the “Build an integrated financial model in Excel” skill

    Skill published by Anthropic (adapted by Nous Research) under the Apache-2.0 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 populate an integrated Excel model of income statement, balance sheet and cash flow
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/formatting.md4.2 KB
    • references/formulas.md7.7 KB
    • references/sec-filings.md4.5 KB
    • SKILL.md21.1 KB

    Origin and licence

    Listed unmodified

    Author
    Anthropic (adapted by Nous Research)
    Source
    github.com/nousresearch/hermes-agent/tree/0c74cc682dc81bf78b78a1737b3ee77a820ccb79/optional-skills/finance/3-statement-model
    Licence
    Apache-2.0

    Notice

    « 3-statement-model » (Anthropic (adapted by Nous Research), Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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