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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

Quality

86%

Does it follow best practices?

Run evals on this skill

Adds up to 20 points to the overall score

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SecuritybySnyk

Low

Low-risk findings worth noting

The canonical home for this skill is 3-statement-model in anthropics/financial-services

SKILL.md
Quality
Evals
Security

Quality

Content

73%Weight 40%Scale 1-5

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

The body delivers an excellent sequenced workflow with strong validation checkpoints and concrete, actionable guidance for both Office JS and openpyxl environments. Its weaknesses are duplicated blocks (structure analysis and integrity checks each appear two-to-three times) and bundle hygiene: formatting.md is orphaned and the referenced recalc.py script is absent.

Suggestions

Consolidate duplicated content: merge 'Model Structure' template analysis with 'Step 1: Analyze the Template Structure', and unify the integrity checks that currently appear in Step 4, the Step 5 table, and the 'Core Linkages' table into a single checks section (pointing to references/formulas.md).

Reference references/formatting.md from the Formatting section (e.g., for the full color palette details) or remove it from the bundle — it is currently unreachable from SKILL.md.

Ship the recalc.py script referenced in the Office JS vs Python section (or replace the instruction with a concrete openpyxl recalculation command), since no scripts/ directory exists in the bundle.

DimensionReasoningScore

Conciseness

Most content is efficient domain-specific guidance, but there is real duplication that could be tightened: template-structure analysis appears twice ('Model Structure/Identifying Template Tab Organization' vs 'Step 1: Analyze the Template Structure' repeat tab mapping, input-vs-formula identification, and named-range guidance), and the same integrity checks (Assets = L+E, cash tie-out, NI link, RE roll-forward) appear three times across Step 4, Step 5, and 'Core Linkages'. Some Excel UI navigation and 'What It Measures' columns explain things Claude already knows. Not 2 because the majority of tokens are non-obvious domain checks rather than padding; not 4 because the duplicated blocks are substantial, not minor trims.

3 / 5

Actionability

Mostly executable guidance: concrete Office JS ('range.formulas = [["=D14*(1+Assumptions!$B$5)"]]', the merged-cell workaround) and openpyxl snippets, exact check formulas ('Assets - Liabilities - Equity = 0'), specific iterative-calculation settings (100 iterations, 0.001 max change), hex color codes, and a tab-name mapping table. Not 5 because 'run recalc.py before delivery' references a script that does not exist in the bundle (no scripts/ directory), so that instruction is not executable as written; not 3 because concrete, runnable detail pervades the document.

4 / 5

Workflow Clarity

Clear sequence with explicit validation checkpoints and feedback loops: the six numbered steps in 'Completing Model Templates', the 'Verify step-by-step with the user' break points (balance check before CF, cash tie-out before finalizing), per-sheet quality checklists, a Master Check aggregation, and a Quick Debug Workflow for error recovery. Matches the score-5 anchor with both checklists and a validate→fix→re-verify loop.

5 / 5

Progressive Disclosure

Good structure with one-level-deep, clearly signaled references ('see references/sec-filings.md... only needed when populating templates with public company data', 'See references/formulas.md for all formula details'), and both referenced files exist in the bundle. Not 5 because references/formatting.md exists in the bundle but is never referenced from the body (orphaned content), and the conditional Margin Analysis / Credit Metrics sections could arguably live in a reference; not 3 because navigation is easy and the split is mostly appropriate.

4 / 5

Total

16

/

20

Passed

Description

92%Weight 40%Scale 1-5

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 strong description: concrete third-person statement of what the skill does, an explicit 'Use when asked to...' trigger clause with multiple natural phrasings, and a well-defined niche (completing existing integrated financial statement templates). Only minor improvement possible via additional natural synonyms such as the spelled-out 'three-statement model'.

DimensionReasoningScore

Specificity

The description lists multiple specific concrete actions — 'Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement)' and 'link integrated financial statements within an existing template structure' — with comprehensive coverage of the niche, including completing 'a partially filled IS/BS/CF framework'. Not 4 because coverage of actions is comprehensive rather than having minor gaps; not below because every verb names a concrete operation on a named artifact.

5 / 5

Completeness

Clearly and explicitly answers both what ('Complete, populate and fill out 3-statement financial model templates... link integrated financial statements') and when ('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...') with concrete trigger phrases. Matches the score-5 anchor exactly; the explicit 'Use when' clause with enumerated triggers rules out 4 and below.

5 / 5

Trigger Term Quality

Good keyword coverage: 'fill out model templates', 'complete existing model frameworks', 'populate financial models with data', 'IS/BS/CF framework', '3-statement model template' — all natural phrasings a user or request would use. Not 5 because a few natural synonyms are missing, e.g. the spelled-out 'three-statement model', 'financial modeling', or building/completing an 'integrated financial model'; not 3 because coverage goes well beyond 'some relevant keywords' with several distinct trigger phrasings.

4 / 5

Distinctiveness Conflict Risk

Clear niche — completing/populating existing 3-statement templates rather than generic Excel or document work — with distinct triggers ('3-statement model template', 'IS/BS/CF framework'). Minimal conflict risk; only a hypothetical general financial-modeling skill would overlap slightly, which the anchor for 5 permits.

5 / 5

Total

19

/

20

Passed

Validation

100%

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

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository

anthropics/financial-services

Path

plugins/vertical-plugins/financial-analysis/skills/3-statement-model/SKILL.md

Reviewed

Table of Contents

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