3-statement

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3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements

AI & Automation 206 stars 16 forks Updated 2 days ago Apache-2.0

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Skill Content

## Preflight Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace `style.md` override, memory load, and coverage check. See `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md`. ## Triggers - analyze 3 statement model - run 3 statement model analysis - produce 3 statement model report - 3 statement model breakdown - 3 statement model deep dive - build a 3 statement model - assess 3 statement model - quantify 3 statement model - compare 3 statement model across peers - review 3 statement model for - generate 3 statement model on - 3 statement model for investment decision ## Defaults | Parameter | Default | Notes | |---|---|---| | lookback_years | 3 | Historical data window | | include_peers | false | Whether to surface a peer comparison block | ## Methodology ### Retrieval Scope This skill performs unstructured document search at scale across SEC filings and earnings call transcripts (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale. ### Retrieval Strategy See `contracts/retrieval.md` for the canonical decision tree; skill-specific retrieval detail is in `references/methodology.md`. ### Temporal Scope Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs. ### Tool Allowli...

Details

Author
agentii-ai
Repository
agentii-ai/agentii-investment-intelligence
Created
4 months ago
Last Updated
2 days ago
Language
Python
License
Apache-2.0

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