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Financial Analysis · /3-statement-model

3-Statement Model

Complete and populate 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement). Links integrated financial statements within existing template structures and populates models with data from provided financial documents.

◆ Output

What it produces

Excel 3-statement model with IS, BS, and CF fully linked and populated

◆ Audience

Best for

Equity research modelingcredit analysisM&A due diligence
◆ Example prompts

Use it like this

After uploading this skill to Claude, type in the chat:

›/3-statement-model Fill out attached 3-statement template using 2024 10-K
›/3-statement-model Build integrated model from the financials below
›/3-statement-model Link BS, IS, and CF in attached template
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◆ Installation

How to use this skill

1
Download the skill ZIP

Go to the 3-Statement Model folder on GitHub, download it as a ZIP file. Or download the full Financial Analysis vertical to get all 6 skills at once.

2
Upload to Claude

Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.

3
Type /3-statement-model in Claude

Open Claude, type /3-statement-model, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.

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◆ Related
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