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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

68

Quality

83%

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SecuritybySnyk

Low

Low-risk findings worth noting

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.

A well-structured, highly actionable skill body with excellent workflow sequencing and validation feedback loops. Its main weakness is conciseness: substantial redundancy across the quality-check, cross-statement, and audit sections, plus an orphaned formatting reference whose content is duplicated inline.

Suggestions

Consolidate the integrity checks that currently appear in three places (Step 4 Quality Checks by Sheet, Step 5 Cross-Statement Integrity Checks, and the 'Model Validation and Audit' Check Categories) into a single canonical section or move them into references/formulas.md to remove ~100 lines of repetition.

Either link references/formatting.md from the body and drop the inline formatting table, or remove the unused formatting.md bundle file, so every bundle reference is signaled and content is not duplicated.

Trim basic-Excel explanations (Trace Precedents/Dependents walkthrough, mixed absolute/relative reference explanations, Enable Iterative Calculation menu paths) to checklist items only, assuming Claude's competence with Excel mechanics.

DimensionReasoningScore

Conciseness

Mostly efficient domain-specific guidance, but noticeably redundant: the 'Model Validation and Audit' section (Core Linkages table, Sign Convention table, Check Categories) restates checks already given in Step 4 (Quality Checks by Sheet) and Step 5 (Cross-Statement Integrity Checks), and several basic-Excel walkthroughs (Trace Precedents, mixed absolute/relative references) over-explain what Claude already knows.

3 / 5

Actionability

Provides concrete, executable guidance — formula strings ('=D14*(1+Assumptions!$B$5)'), Office JS patterns (range.formulas assignment, merged-cell workaround), exact hex colors, and check formulas (Assets - Liabilities - Equity = 0) — with minor gaps where some sections are descriptive checklists rather than copy-paste code.

4 / 5

Workflow Clarity

Clear sequenced workflow with explicit validation checkpoints after each statement ('After building BS → show the user the balance check', 'After building CF → show the user the cash tie-out') plus a feedback-loop Quick Debug Workflow (find red sections → investigate source tab → fix → return to Checks tab to verify), satisfying the destructive/batch validation requirement.

5 / 5

Progressive Disclosure

Good overall structure with one-level-deep references clearly signaled where used (formulas.md linked as 'See references/formulas.md for all formula details'; sec-filings.md gated with 'only needed when...'), but references/formatting.md is never linked from the body while its content is duplicated inline, and the large inlined validation/audit block could itself be split out — minor organization gaps prevent a 5.

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 that clearly states what the skill does and when to use it, with concrete, distinctive trigger phrases tailored to 3-statement model template completion. The only minor gap is slightly less than comprehensive natural-term coverage (a few synonyms/file extensions missing).

DimensionReasoningScore

Specificity

Lists multiple specific concrete actions — 'Complete, populate and fill out 3-statement financial model templates', 'complete existing model frameworks', 'populate financial models with data', 'link integrated financial statements' — with comprehensive coverage of the template-completion task space.

5 / 5

Completeness

Explicitly answers both 'what' ('Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement)') and 'when' ('Use when asked to fill out model templates... Triggers include requests to fill in, complete, or populate a 3-statement model template') with concrete trigger phrases.

5 / 5

Trigger Term Quality

Good coverage of natural phrasings users would say ('fill out', 'fill in', 'complete', 'populate', 'link integrated financial statements'), but a few natural terms/synonyms (e.g., 'build a 3-statement model', file extensions like .xlsx) are missing, keeping it just below comprehensive.

4 / 5

Distinctiveness Conflict Risk

The '3-statement financial model', 'IS/BS/CF framework', and 'link integrated financial statements within an existing template structure' phrasing carves a clear niche with distinct triggers and minimal overlap risk against generic Excel or financial-modeling skills.

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.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

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