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Completing a three-statement financial model v1.0.0

Use this resource to complete an integrated financial model from its Excel template

New

  • 337 downloads
  • 224 likes
  • 119 saves

Free

Install with the CLI

In a terminal, from the folder you want:

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

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 reads the template structure, applies the formula and formatting rules, then links the income statement, balance sheet and cash flow statement. You get an integrated model with margins and credit metrics.

Mostly picked by

Updated November 2, 2026

Card for the “Completing a three-statement financial model” 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: filling principles and model structure
  • references/formulas.md: formulas linking the statements
  • references/sec-filings.md: data drawn from regulatory filings

Good fit for

  • A three-statement model to fill into a provided template
  • A set of projected accounts to link and check

Not for

    Tags

    • financial model
    • three statements
    • Excel
    • projection

    About

    You say

    “Complete the three-statement template with 2023 to 2025 accounts, project 2026 to 2028 and check that the balance sheet balances.”

    Card for the “Completing a three-statement financial model” skill

    Skill published by anthropics 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 complete an integrated financial model from its Excel template
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/formatting.md4.3 KB
    • references/formulas.md8 KB
    • references/sec-filings.md4.6 KB
    • SKILL.md21.1 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/agent-plugins/pitch-agent/skills/3-statement-model
    Licence
    Apache-2.0

    Notice

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

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