integrated-three-statement-model

integrated-three-statement-model is a skill for Claude Code, Codex from XyrusCode/ai-sync. It costs 75 tokens per session (10,373 once invoked), scanned A, original, MIT.

A workflow for building financial models that connect an income statement, balance sheet, and cash-flow statement in Excel. These are the three main reports used to describe a company's finances.

In plain words
What is it for?
Use it for company forecasts, historical financial analysis, equity-research models, interview cases, and three-statement planning.
Why use it?
It helps complete or update model templates while keeping the statements linked and balanced.

Skill for Claude CodeCodex

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.

agentmods
npx agentmods add skills/xyruscode/ai-sync/3_statement_model
Any agent
npx skills add XyrusCode/ai-sync --skill 3_statement_model
Clone the repo
git clone --depth 1 https://github.com/XyrusCode/ai-sync

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 integrated-three-statement-model

README.md
[![agentmods](https://agentmods.dev/badge/skills/xyruscode/ai-sync/3_statement_model.svg)](https://agentmods.dev/skills/xyruscode/ai-sync/3_statement_model)
Your own site
<a href="https://agentmods.dev/skills/xyruscode/ai-sync/3_statement_model"><img src="https://agentmods.dev/badge/skills/xyruscode/ai-sync/3_statement_model.svg" alt="Measured on agentmods" height="20"></a>
Per session 75 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 10,373 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00075 $0.10373
Opus 5 $0.00037 $0.05187
Sonnet 5 $0.00015 $0.02075
Haiku 4.5 $0.00007 $0.01037

Measured yesterday against content hash 692f5eb9bf2c, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

integrated-three-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 yesterday.

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.

skills/xlsx/reference/3_statement_model_skill.md · 961 lines

How it starts

The opening of the file, as written. The whole thing — 961 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Integrated Three-Statement Model Skill

Use this skill when the task involves building, completing, populating, linking, or updating a three-statement financial model in Excel.

Common triggers include requests to:

  • fill in a 3-statement model template
  • complete a partially built Income Statement / Balance Sheet / Cash Flow framework
  • populate a financial model with historical or forecast data
  • link the three statements within an existing template
  • fix statement articulation so cash flow, balance sheet, and retained earnings tie correctly
  • update an existing financial model with new forecast periods or revised assumptions
  • build a full three-statement model for company modeling, interview cases, or equity research style forecasts

This skill applies in two common situations:

  1. Existing template completion Populate and complete an existing three-statement model template, including missing data, formulas, schedules, forecast sections, and statement linkages.

When working from an existing template, preserve the user's template structure by default. Do not force unnecessary new tabs or structural expansion unless the user explicitly asks for a fuller rebuild or the current template is too incomplete to support proper linkage, cash articulation, or balance validation.

  1. Full model build or major rebuild Build a complete, formula-linked, assumption-driven model with the full structure required for a deliverable integrated model.

If no usable template exists, or if the user asks for a complete rebuild, use the full model structure defined in this skill.

In all cases, the final workbook must be formula-linked, assumption-driven, visually disciplined, and balanced before delivery.

The model must also show real market judgment and business sense. The operating structure, forecast inputs, and final numbers should reflect a defendable view of the market, the company, the business model, and how the business actually makes money. Do not choose assumptions mechanically; choose them in a way that shows market insight and company understanding.

Read the full file on GitHub · 961 lines

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. yesterday First seen · 961 lines · 75 tokens per session scan A 692f5eb9bf2c

Subscribe to this mod's changes

integrated-three-statement-model is a skill published in the GitHub repository XyrusCode/ai-sync (2 stars, last pushed yesterday), licensed MIT. It adds 75 tokens to every session and 10,373 once invoked, about $0.0004 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 2026-09-04.