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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
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用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
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npx skills add https://github.com/agentii-ai/agentii-investment-intelligence --skill 3-statement命令会保持在同一行。复制前请横向滚动并检查完整内容。
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| 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 |
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.
| Parameter | Default | Notes |
|---|---|---|
| lookback_years | 3 | Historical data window |
| include_peers | false | Whether to surface a peer comparison block |
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.
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.
See frontmatter allowed_tools.
Step-by-step execution detail is in references/methodology.md.
Inputs → Build → Validate → Output → Next
search_xbrl_facts (Income Statement, Balance Sheet, Cash Flow) + get_statement_structure for presentation tree.openpyxl## Output StructureBash: python3 script.py.xlsximport openpyxl.mddata_availability: degradedcontracts/office-tooling.md## Validation Gates.## Output File.agentii.md; hand off to a downstream pitch/review skill if requested.balance sheet balance: Assets = Liabilities + Equity within 1% tolerance. If failed: If unbalanced > 1%: refuse delivery, report imbalance amount.
cash flow tie-out: CF ending cash = BS cash for current period. If failed: If mismatched: refuse delivery, report discrepancy.
forecast years: exactly 5 historical + 5 forecast years. If failed: If < 5+5: flag in Coverage Gaps, proceed with available data.
**calculation arc cross-validation **: cross-statement balancing verified against gold.xbrl_calculations weights — each parent concept's value equals the weighted sum of its children per the XBRL calculation linkbase (e.g., Assets = +1.0 × CurrentAssets + 1.0 × NoncurrentAssets, NetIncomeLoss = +1.0 × Revenues - 1.0 × OperatingExpenses + ...). Call get_statement_structure/{ticker}?statement_type=<type>&include_calculations=true to retrieve the weighted parent-child relationships. Flag discrepancies ≥1% of parent concept value as audit findings. If failed: If any material discrepancy (≥1% of parent value): flag in audit findings, refuse delivery for discrepancies ≥5%.
tool diversity: distinct MCP tools used in this invocation >= min_tool_diversity (5). If failed: flag as depth-insufficient in Coverage Gaps, listing which tool categories were unused (structured data / document retrieval / company metadata / earnings calendar / coverage). This gate does NOT block analysis completion — it is a quality signal for your review.
Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.
Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_3-statement_{affix}.md .
The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:
[FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md./v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.contracts/output-frontmatter-schema.md.Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.
contracts/memory-load.md.key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.[FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.
| Failure Mode | Detection | Action | User-Facing Message |
|---|---|---|---|
| Missing data | Data API returns empty result set | Widen date range and retry once | "No data available for {ticker} in requested window." |
| Partial data | Data API returns <80% expected records | Proceed with coverage gaps section | "Analysis based on partial data; see Coverage Gaps section." |
| Sector mismatch | Peer sector != target sector | Filter out mismatched peers | "Removed {n} peer(s) due to sector mismatch." |
| Insufficient history | Ticker <3 years on public markets | Downgrade to limited-history profile | "Limited historical data; analysis adjusted accordingly." |
| MCP unreachable | Preflight probe fails | Halt with actionable error | "agentii data plane unreachable; check connection." |