"fin-modeling"

"fin-modeling" is a skill for Claude Code from charlieviettq/awesome-agent-skill. It costs 96 tokens per session (1,391 once invoked), scanned A, a copy of fin-modeling, MIT.

A three-statement financial model linking an income statement, balance sheet, and cash flow statement with forecasts, assumptions, and scenarios. It also checks that the statements balance correctly.

In plain words
What is it for?
Use it for financial projections, fundraising models, business plans, scenario analysis, and evaluating acquisition targets.
Why use it?
It helps explore how business assumptions affect revenue, cash, assets, liabilities, and equity in future periods.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it for financial projections, fundraising models, business plans, scenario analysis, and evaluating acquisition targets.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/charlieviettq/awesome-agent-skill/fin-modeling
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 charlieviettq/awesome-agent-skill --skill fin-modeling
Clone the repo
git clone --depth 1 https://github.com/charlieviettq/awesome-agent-skill

Made for: Claude Code.

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 "fin-modeling"

README.md
[![agentmods](https://agentmods.dev/badge/skills/charlieviettq/awesome-agent-skill/fin-modeling/github.svg)](https://agentmods.dev/skills/charlieviettq/awesome-agent-skill/fin-modeling)
Your own site
<a href="https://agentmods.dev/skills/charlieviettq/awesome-agent-skill/fin-modeling"><img src="https://agentmods.dev/badge/skills/charlieviettq/awesome-agent-skill/fin-modeling/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 "fin-modeling"

Your own site · 80×15
<a href="https://agentmods.dev/skills/charlieviettq/awesome-agent-skill/fin-modeling"><img src="https://agentmods.dev/badge/skills/charlieviettq/awesome-agent-skill/fin-modeling.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 96 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,391 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 91% 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 $0.00096 $0.01391
Opus 5 $0.00048 $0.00696
Sonnet 5 $0.00019 $0.00278
Haiku 4.5 $0.00010 $0.00139

Measured 9d ago against content hash a56203681a15, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-13, from the pricing page.

Security

Grade A, and why

"fin-modeling" 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

91% identical to fin-modeling — 8 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.

.claude/skills/fin-modeling/SKILL.md · 135 lines

How it starts

The opening of the file, as written. The whole thing — 135 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Three-Statement Financial Modeling

Framework

IRON LAW: The Three Statements Must Balance

Assets = Liabilities + Equity (Balance Sheet identity)
Net Income flows from IS to BS (retained earnings)
Cash flow bridges IS and BS through working capital and capex

If your model doesn't balance, there's an error. Check the cash line on
the BS against the ending cash on the CF statement. They MUST match.

Model Architecture

[Assumptions Page] → drives everything
    ↓
[Income Statement] → Revenue, costs, taxes → Net Income
    ↓
[Balance Sheet] → Assets, liabilities, equity → must balance
    ↓
[Cash Flow Statement] → Start cash + Operating + Investing + Financing = End cash
    ↓
[Outputs: DCF, Returns, Scenarios]

Revenue Forecasting Methods

Method How Best For
Top-down Market size × market share × price New markets, macro-driven
Bottom-up Units × price, or customers × ARPU Established products, SaaS
Run-rate Current monthly × 12, adjusted for growth Near-term projections
Cohort-based New cohort revenue + existing cohort retention Subscription businesses

Key Assumptions to Document

Category Assumptions
Revenue Growth rate, pricing, volume, churn (if subscription)
COGS Gross margin trajectory, input cost inflation
OpEx Headcount plan, salary inflation, marketing as % of revenue
Working Capital DSO (days sales outstanding), DPO (days payable), DIO (days inventory)
CapEx Capital expenditure as % of revenue or specific projects
Tax Effective tax rate, tax loss carryforwards
Financing Debt schedule, interest rates, equity raises

Building Steps

Phase 1: Assumptions

  1. Document all assumptions on a dedicated page
  2. Color code: blue = input, black = formula, green = linked from another sheet
  3. Each assumption must have a source or rationale

Phase 2: Income Statement 4. Build revenue line from assumptions 5. COGS and gross profit 6. Operating expenses by category 7. EBITDA, depreciation, EBIT 8. Interest, taxes, net income

Read the full file on GitHub · 135 lines

Files

What ships with it

2 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 · 135 lines · 96 tokens per session scan A a56203681a15

Subscribe to this mod's changes

"fin-modeling" is a skill published in the GitHub repository charlieviettq/awesome-agent-skill (26 stars, last pushed 1mo ago), licensed MIT. It adds 96 tokens to every session and 1,391 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. It is 91% identical to fin-modeling, differing in 8 lines, and is treated as a copy.

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