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3-statement-model

Build fully-integrated 3-statement models (IS, BS, CF) in Excel with working capital schedules, D&A roll-forwards, debt schedule, and the plugs that make cash and retained earnings tie. Pairs with excel-author.

65

Quality

80%

Does it follow best practices?

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SecuritybySnyk

Low

Low-risk findings worth noting

Fix and improve this skill with Tessl

tessl review fix ./optional-skills/finance/3-statement-model/SKILL.md
SKILL.md
Quality
Evals
Security

Quality

Content

77%

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A thorough, highly actionable modeling skill with strong sequenced workflows and validation feedback loops, undermined by noticeable internal redundancy and a formatting reference that is both duplicated inline and not actually linked.

Suggestions

De-duplicate the integrity checks: keep the canonical table in references/formulas.md and reference it from both Step 5 and 'Core Linkages' instead of repeating it.

Replace the inline formatting palette table with a pointer to references/formatting.md so the existing reference file is actually used and the body shrinks.

Consolidate the overlapping 'Completing Model Templates' and 'Model Validation and Audit' sections into a single sequenced build-then-audit flow to remove repeated quality checks.

DimensionReasoningScore

Conciseness

Content is mostly useful but materially redundant — the cross-statement integrity table appears twice (Step 5 and 'Core Linkages'), quality checks and formatting guidance repeat, and the body runs ~420 lines that could be tightened; this matches 'mostly efficient but could be tightened'.

2 / 3

Actionability

Provides concrete, executable guidance — formula strings like 'ws["D15"] = "=D14*(1+Assumptions!$B$5)"', a recalc command, exact hex colors, and copy-paste-ready check formulas with expected results.

3 / 3

Workflow Clarity

Clear sequenced process (Steps 1-6) with explicit per-statement validation checkpoints, a mandatory verify-step-by-step loop, and a Quick Debug Workflow with fix-and-reverify feedback.

3 / 3

Progressive Disclosure

Referenced files (formulas.md, sec-filings.md) are one level deep and clearly signaled, but formatting.md exists in references yet is not linked while its content is duplicated inline, fitting 'content that should be separate is inline'.

2 / 3

Total

10

/

12

Passed

Description

82%

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A specific, domain-rich description that clearly conveys capabilities and occupies a distinct niche, but it omits any explicit 'when to use' trigger clause, which caps its completeness.

Suggestions

Add an explicit 'Use when...' clause, e.g. 'Use when building or completing integrated 3-statement financial models in Excel' to satisfy the 'when' half of completeness.

Spell out IS/BS/CF once as 'Income Statement, Balance Sheet, Cash Flow' so the trigger terms match what a less technical user might say.

Optionally note the boundary versus dcf-model/lbo-model (e.g. 'not for standalone DCF/LBO work') to further reduce conflict risk.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — building integrated 3-statement models with working capital schedules, D&A roll-forwards, debt schedule, and balance plugs — matching the 'lists multiple specific concrete actions' anchor.

3 / 3

Completeness

Strongly answers 'what' but has no 'Use when...' clause or equivalent explicit trigger for 'when'; per the guidelines a missing trigger caps completeness at 2.

2 / 3

Trigger Term Quality

Uses natural finance-modeling terms a user would say ('3-statement models', 'IS, BS, CF', 'Excel', 'debt schedule', 'working capital'), giving good coverage rather than just jargon.

3 / 3

Distinctiveness Conflict Risk

The 'fully-integrated 3-statement models' niche plus the 'Pairs with excel-author' qualifier carves a clear, distinct scope unlikely to trigger for the wrong skill.

3 / 3

Total

11

/

12

Passed

Validation

81%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation13 / 16 Passed

Validation for skill structure

CriteriaDescriptionResult

metadata_version

'metadata.version' is missing

Warning

metadata_field

'metadata' should map string keys to string values

Warning

frontmatter_unknown_keys

Unknown frontmatter key(s) found; consider removing or moving to metadata

Warning

Total

13

/

16

Passed

Repository
NousResearch/hermes-agent
Reviewed

Table of Contents

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