← ClaudeAtlas

3-statement-modellisted

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement). Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
Borjani1577/claude-office-skills · ★ 0 · Data & Documents · score 62
Install: claude install-skill Borjani1577/claude-office-skills
# 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. ## Preflight: Dependency Check Before starting, verify required libraries and tools are installed and install any that are missing. ```bash python3 -c "import openpyxl" 2>/dev/null || python3 -m pip install openpyxl command -v soffice >/dev/null 2>&1 || command -v libreoffice >/dev/null 2>&1 || ls /Applications/LibreOffice.app/Contents/MacOS/soffice >/dev/null 2>&1 || echo "WARNING: LibreOffice not found. Install: brew install --cask libreoffice (macOS) or apt install libreoffice (Linux). Required for scripts/recalc.py." ``` **Important**: Do not skip this step — `scripts/recalc.py` will fail without LibreOffice, and BS balance / cash tie-out checks need recalculated values. ## References - `references/formulas.md` — every core linkage, margin, credit metric, and integrity check formula - `references/formatting.md` — color palette, number formats, conditional formatting rules - `references/sec-filings.md` — 10-K / 10-Q extraction guidance for public company data ## ⚠️ CRITICAL PRINCIPLES — Read Before Populating Any Template **Environment — Office JS vs Python:** - **If running inside Excel (Office Add-in / Office JS):** Use Office JS directly. Write formulas via `range.formulas = [["=D14*(1+Assumptions!$B$5)"]]` — never `range.values` for derived cells. No separate recalc;