3-statements

3-statements is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 90 tokens per session (3,818 once invoked), scanned A, a copy of 3-statement-model, Apache-2.0.

A workflow for completing three linked financial statements: an income statement, balance sheet, and cash flow statement. It works with existing spreadsheet model templates and their supporting schedules.

In plain words
What is it for?
Completing or populating an income statement, balance sheet, and cash flow model from provided data. It can also work with related schedules such as working capital, debt, depreciation, taxes, and model checks.
Why use it?
It helps fill in incomplete financial models while keeping the three statements connected. It also helps account for different worksheet names and layouts.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the financial-analysis plugin — 9 skills, 8 commands, 11 MCP servers shipped together

Good fit Completing or populating an income statement, balance sheet, and cash flow model from provided data. It can also work with related schedules such as working capital, debt, depreciation, taxes, and model checks.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/3-statements
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 yuping322/financial-services-plugins-new --skill 3-statements
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install financial-analysis, the plugin that ships this one along with the rest of its 9 skills, 8 commands, 11 MCP servers.

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-statements

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/3-statements/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/3-statements)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/3-statements"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/3-statements/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-statements

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/3-statements"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/3-statements.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 90 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,818 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 84% 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 $0.00090 $0.03818
Opus 5 $0.00045 $0.01909
Sonnet 5 $0.00018 $0.00764
Haiku 4.5 $0.00009 $0.00382

Measured 9d ago against content hash bdec5d33d3b4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

3-statements 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

84% identical to 3-statement-model — 69 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.

financial-analysis/skills/3-statements/SKILL.md · 369 lines

How it starts

The opening of the file, as written. The whole thing — 369 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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.

Model Structure

Identifying Template Tab Organization

Templates vary in their tab naming conventions and organization. Before populating, review all tabs to understand the template's structure. Below are common tab names and their typical contents:

Common Tab Names Contents to Look For
IS, P&L, Income Statement Income Statement
BS, Balance Sheet Balance Sheet
CF, CFS, Cash Flow Cash Flow Statement
WC, Working Capital Working Capital Schedule
DA, D&A, Depreciation, PP&E Depreciation & Amortization Schedule
Debt, Debt Schedule Debt Schedule
NOL, Tax, DTA Net Operating Loss Schedule
Assumptions, Inputs, Drivers Driver assumptions and inputs
Checks, Audit, Validation Error-checking dashboard

Template Review Checklist

  • Identify which tabs exist in the template (not all templates include every schedule)
  • Note any template-specific tabs not listed above
  • Understand tab dependencies (e.g., which schedules feed into the main statements)
  • Locate input cells vs. formula cells on each tab

Understanding Template Structure

Before populating a template, familiarize yourself with its existing layout to ensure data is entered in the correct locations and formulas remain intact.

Identifying Row Structure

  • Locate the model title at top of each tab
  • Identify section headers and their visual separation
  • Find the units row indicating $ millions, %, x, etc.
  • Note column headers distinguishing Actuals vs. Estimates periods
  • Confirm period labels (e.g., FY2024A, FY2025E)
  • Identify input cells vs. formula cells (typically distinguished by font color)

Identifying Column Structure

  • Confirm line item labels in leftmost column
  • Verify historical years precede projection years
  • Note the visual border separating historical from projected periods
  • Check for consistent column order across all tabs

Read the full file on GitHub · 369 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 · 369 lines · 90 tokens per session scan A bdec5d33d3b4

Subscribe to this mod's changes

3-statements is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 90 tokens to every session and 3,818 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. It is 84% identical to 3-statement-model, differing in 69 lines, and is treated as a copy.