3-statement-model

3-statement-model is a skill for Claude Code, Codex from aivrar/portable-hermes-agent. It costs 18 tokens per session (4,801 once invoked), scanned A, a copy of 3-statement-model, MIT.

Instructions for completing an integrated three-statement financial workbook in Excel. The three statements are the income statement, balance sheet, and cash flow statement, linked so changes in one flow correctly into the others.

In plain words
What is it for?
Use it to populate financial-model templates, link historical and projected statements, build roll-forwards, add assumptions, and create projections that update when scenarios or drivers change.
Why use it?
It keeps forecasts flexible and consistent by using Excel formulas and assumptions instead of fixed calculated values that would become wrong when inputs change.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to populate financial-model templates, link historical and projected statements, build roll-forwards, add assumptions, and create projections that update when scenarios or drivers change.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/aivrar/portable-hermes-agent/3-statement-model
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 aivrar/portable-hermes-agent --skill 3-statement-model
Clone the repo
git clone --depth 1 https://github.com/aivrar/portable-hermes-agent

Made for: Claude Code, Codex.

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-model

README.md
[![agentmods](https://agentmods.dev/badge/skills/aivrar/portable-hermes-agent/3-statement-model/github.svg)](https://agentmods.dev/skills/aivrar/portable-hermes-agent/3-statement-model)
Your own site
<a href="https://agentmods.dev/skills/aivrar/portable-hermes-agent/3-statement-model"><img src="https://agentmods.dev/badge/skills/aivrar/portable-hermes-agent/3-statement-model/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-model

Your own site · 80×15
<a href="https://agentmods.dev/skills/aivrar/portable-hermes-agent/3-statement-model"><img src="https://agentmods.dev/badge/skills/aivrar/portable-hermes-agent/3-statement-model.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 18 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,801 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.
Origin 100% copy Near-identical to another mod 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 $0.00018 $0.04801
Opus 5 $0.00009 $0.02400
Sonnet 5 $0.00004 $0.00960
Haiku 4.5 $0.00002 $0.00480

Measured 9d ago against content hash 2022e0ec2ef0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

3-statement-model 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 9d 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.

Origin

This is a copy

100% identical to 3-statement-model — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

optional-skills/finance/3-statement-model/SKILL.md · 434 lines

How it starts

The opening of the file, as written. The whole thing — 434 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Environment

This skill assumes headless openpyxl — you are producing an .xlsx file on disk. Follow the excel-author skill's conventions for cell coloring, formulas, named ranges, and sensitivity tables. Recalculate before delivery: python /path/to/excel-author/scripts/recalc.py ./out/model.xlsx.

3-Statement Financial Model Template Completion

Complete and populate integrated financial model templates with proper linkages between Income Statement, Balance Sheet, and Cash Flow Statement.

⚠️ CRITICAL PRINCIPLES — Read Before Populating Any Template

Formulas over hardcodes (non-negotiable):

  • Every projection cell, roll-forward, linkage, and subtotal MUST be an Excel formula — never a pre-computed value
  • When using Python/openpyxl: write formula strings (ws["D15"] = "=D14*(1+Assumptions!$B$5)"), NOT computed results (ws["D15"] = 12500)
  • The ONLY cells that should contain hardcoded numbers are: (1) historical actuals, (2) assumption drivers in the Assumptions tab
  • If you find yourself computing a value in Python and writing the result to a cell — STOP. Write the formula instead.
  • Why: the model must flex when scenarios toggle or assumptions change. Hardcodes break every downstream integrity check silently.

Verify step-by-step with the user:

  1. After mapping the template → show the user which tabs/sections you've identified and confirm before touching any cells
  2. After populating historicals → show the user the historical block and confirm values/periods match source data
  3. After building IS projections → run the subtotal checks, show the user the projected IS, confirm before moving to BS
  4. After building BS → show the user the balance check (Assets = L+E) for every period, confirm before moving to CF
  5. After building CF → show the user the cash tie-out (CF ending cash = BS cash), confirm before finalizing
  6. Do NOT populate the entire model end-to-end and present it complete — break at each statement, show the work, catch errors early

Read the full file on GitHub · 434 lines

Files

What ships with it

3 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. 9d ago First seen · 434 lines · 18 tokens per session scan A 2022e0ec2ef0

Subscribe to this mod's changes

3-statement-model is a skill published in the GitHub repository aivrar/portable-hermes-agent (216 stars, last pushed 2d ago), licensed MIT. It adds 18 tokens to every session and 4,801 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to 3-statement-model, differing in 0 lines, and is treated as a copy.

Related

Other skills, from other repositories

document-exports

Generate and TEST downloadable document exports (PDF/CSV) from a Node/Express backend — pdfkit streaming, CSV BOM, cents formatting, and the supertest/pdfkit pitfalls that silently break tests.

pedroiff0/awesome-skills · 44 tokens

comps-analysis

Build comparable company analysis in Excel — operating metrics, valuation multiples, statistical benchmarking vs peer sets. Pairs with excel-author. Use for public-company valuation, IPO pricing, sector benchmarking, or outlier detection.

cyborg-garden/hermes-agent-mt · 46 tokens

officecli-financial-model

Use this skill when the user wants to build a financial model, 3-statement model, DCF valuation, cap table, scenario analysis, or financial projections in Excel. Trigger on: 'financial model', '3-statement model', 'DCF', 'cap table', 'pro forma', 'projections', 'sensitivity analysis', 'waterfall', 'debt schedule'…

CES-Ltd/TitanX · 136 tokens

lbo-model

Build leveraged buyout models in Excel — sources & uses, debt schedule, cash sweep, exit multiple, IRR/MOIC sensitivity. Pairs with excel-author. Use for PE screening, sponsor-case valuation, or illustrative LBO in a pitch.

cyborg-garden/hermes-agent-mt · 55 tokens

excel-author

Build auditable Excel workbooks headless with openpyxl — blue/black/green cell conventions, formulas over hardcodes, named ranges, balance checks, sensitivity tables. Use for financial models, audit outputs, reconciliations.

cyborg-garden/hermes-agent-mt · 50 tokens

dcf-model

Build institutional-quality DCF valuation models in Excel — revenue projections, FCF build, WACC, terminal value, Bear/Base/Bull scenarios, 5x5 sensitivity tables. Pairs with excel-author. Use for intrinsic-value equity analysis.

cyborg-garden/hermes-agent-mt · 53 tokens