Finance tasks
Cash flow forecastingExcel financial modeling
Indexedanthropics/financial-services
3-Statement ModelFinance Skill
A 3-statement financial modeling workflow for completing integrated Income Statement, Balance Sheet, and Cash Flow Statement templates. It covers template structure analysis, formula integrity, cross-statement validation, scenario analysis, credit metrics, SEC filings data extraction, and staged user review at each statement.
- Snapshot quality
- 78/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
Discovery
What this Skill helps an agent do.
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Domains and assets
Financial modelingFundamental analysisPublic equities
Search aliases and tags
three statement modelintegrated financial modelis bs cf model3-statement-modelincome-statementbalance-sheetcash-flowfinancial-modelingexcel
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 4
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-3-statement-model-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads existing template structures and financial input data.
FilesystemWrite
YesThe workflow populates and writes Excel workbook templates.
NetworkAccess
YesThe SEC filings reference instructs retrieving data from SEC EDGAR.
ShellExecution
YesThe standalone path requires running Python and recalc.py before delivery.
CodeExecution
YesThe workflow supports Python/openpyxl and Office JS execution paths.
ExternalCredentials
Not verifiedNo credential contract is defined; SEC EDGAR is public but optional data providers may need credentials.
Dependencies
Python
Python 3 for standalone workbook generation
Required for the standalone openpyxl path.
openpyxl
Referenced in instructions but not declared in a manifest
Reads, writes, and populates Excel workbook templates.
recalc.py
Required by the delivery checklist
The helper is referenced but not included in the captured directory.
SEC EDGAR
Optional, for public company data extraction
Public filings source for historical financial data.
Data sources named by the Skill
User-provided financial data
Historical financials, assumptions, and template structure supplied by the user.
SEC EDGAR filings
Public regulatory filings for historical financial data.
Snapshot assessment
78/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
75/100Safety guardrails
54/100Finance task fit
100/100Audit findings
Medium
Runs local code and writes workbooks
Installation should preserve an explicit approval boundary before Python, Office JS, or recalc.py runs.
Medium
Dependency manifest is absent from the snapshot
openpyxl is referenced in the instructions but no requirements.txt or equivalent manifest is included in the captured directory.
Medium
Required recalculation helper is outside the snapshot
The instructions require recalc.py before delivery, but that file is not present in the captured directory.
Low
External data extraction needs independent review
SEC EDGAR retrieval is referenced for public company data; credential requirements and provider availability are not fully specified.
Low
Financial output needs independent review
The workflow contains strong model checks but no explicit investment advice boundary.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Three-statement modeling
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
Financial modeling
P0 relation label. No public page yet.
guide
Reviewing finance skills before install
P0 relation label. No public page yet.
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/financial-analysis/skills/3-statement-model
- Snapshot ID
- fsh-3-statement-model-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.