| name | 3-statement |
| multi_ticker_semantics | single_target |
| description | 3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements |
| temporal_scope | {"default_quarters":4,"max_quarters":12,"description":"Typical lookback: 4 quarters, max: 12"} |
| allowed_tools | ["search_companies","search_xbrl_facts","get_company_financials","get_company_profile","search_earnings_calendar","list_xbrl_concepts","search_documents","search_sec_filings","read_source_outline","read_source_deep_outline","read_source_pages","search_keyword_in_source","search_cross_period","batch_search","get_statement_structure","xlsx-read"] |
| retrieval_scope | unstructured_document_search |
| min_tool_diversity | 5 |
Preflight
Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.
Triggers
- analyze 3 statement model
- run 3 statement model analysis
- produce 3 statement model report
- 3 statement model breakdown
- 3 statement model deep dive
- build a 3 statement model
- assess 3 statement model
- quantify 3 statement model
- compare 3 statement model across peers
- review 3 statement model for
- generate 3 statement model on
- 3 statement model for investment decision
Defaults
| Parameter | Default | Notes |
|---|
| lookback_years | 3 | Historical data window |
| include_peers | false | Whether to surface a peer comparison block |
Methodology
Retrieval Scope
This skill performs unstructured document search at scale across SEC filings (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.
Retrieval Strategy
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
Temporal Scope
Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
Step-by-step execution detail is in references/methodology.md.
Deliverable Chain
Inputs → Build → Validate → Output → Next
- Inputs: resolved ticker + 3 years of
search_xbrl_facts (Income Statement, Balance Sheet, Cash Flow) + get_statement_structure for presentation tree.
- : write a self-contained Python script using that creates the 3-statement workbook per . Execute via . Verify the exists at the output path. If fails, fall back to summary with (see ).
