3-statement

3-statement is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 46 tokens per session (1,938 once invoked), scanned A, original, Apache-2.0.

A financial model linking an income statement, balance sheet, and cash flow statement so that changes in one statement flow through the others. It supports analysis and forecasting from company filings such as 10-K, 10-Q, and 8-K reports.

In plain words
What is it for?
Use it to build or review an integrated three-statement forecast, analyze company filings, compare companies when needed, and support investment-related financial analysis.
Why use it?
It helps assess how revenue, costs, assets, debt, and cash affect one another instead of reviewing each statement separately.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the models-and-pitches plugin — 8 skills, 9 commands shipped together

Good fit Use it to build or review an integrated three-statement forecast, analyze company filings, compare companies when needed, and support investment-related financial analysis.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/3-statement
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill 3-statement
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install models-and-pitches, the plugin that ships this one along with the rest of its 8 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for 3-statement

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/3-statement/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/3-statement)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/3-statement"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/3-statement/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for 3-statement

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/3-statement"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/3-statement.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 46 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,938 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00046 $0.01938
Opus 5 $0.00023 $0.00969
Sonnet 5 $0.00009 $0.00388
Haiku 4.5 $0.00005 $0.00194

Measured 4d ago against content hash e135a3e963b1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

3-statement scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/vertical-plugins/models-and-pitches/skills/agentii/3-statement/SKILL.md · 138 lines

How it starts

The opening of the file, as written. The whole thing — 138 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Preflight

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.

Triggers

  • analyze 3 statement model
  • run 3 statement model analysis
  • produce 3 statement model report
  • 3 statement model breakdown
  • 3 statement model deep dive
  • build a 3 statement model
  • assess 3 statement model
  • quantify 3 statement model
  • compare 3 statement model across peers
  • review 3 statement model for
  • generate 3 statement model on
  • 3 statement model for investment decision

Defaults

Parameter Default Notes
lookback_years 3 Historical data window
include_peers false Whether to surface a peer comparison block

Methodology

Retrieval Scope

This skill performs unstructured document search at scale across SEC filings and earnings call transcripts (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.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

Step-by-step execution detail is in references/methodology.md.

Deliverable Chain

InputsBuildValidateOutputNext

  1. Inputs: resolved ticker + 3 years of search_xbrl_facts (Income Statement, Balance Sheet, Cash Flow) + get_statement_structure for presentation tree.
  2. Build: write a self-contained Python script using openpyxl that creates the 3-statement workbook per ## Output Structure. Execute via Bash: python3 script.py. Verify the .xlsx exists at the output path. If import openpyxl fails, fall back to .md summary with data_availability: degraded (see contracts/office-tooling.md).
  3. Validate: run LibreOffice recalc; audit cross-statement checks (BS balances, CF ties to BS, IS flows to CF) per ## Validation Gates.
  4. Output: write the artifact path per ## Output File.
  5. Next: append to agentii.md; hand off to a downstream pitch/review skill if requested.

Read the full file on GitHub · 138 lines

Files

What ships with it

8 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago Changed e135a3e963b1
  2. 10d ago First seen · 138 lines · 46 tokens per session scan A 352f2094dadd

Subscribe to this mod's changes

3-statement is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (203 stars, last pushed today), licensed Apache-2.0. It adds 46 tokens to every session and 1,938 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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