3-statement-model

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

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Repository: anthropics/financial-services
Last source activity: May 5, 2026 at 14:58
Detected SKILL.md language: English
Stars: 41,237
Forks: 5,745

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Follow https://skillsmp.com/skill-install/prompt.md to install only the Agent Skill at https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/model-builder/skills/3-statement-model.

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3-statement-model

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verify

Verify changes to the claude-for-msft-365-install admin scripts and commands by driving them against an isolated fake $HOME.

2026-07-22

earnings-preview

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".

2026-05-21

model-update

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

2026-05-21

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3-statement-model

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