3-Statement Financial Model

STRONG · 76
Registry indexed

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Verified installs0
Stars34.2K
Version1.0.0
Quality100/100 · Excellent
Trust76/100 · Review then install
Audit92/100 · Needs review

Supply asset profile

Finance and quant workflows

Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows.

Browse track

Scenario

Finance and quant

I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.

Agent fit

Claude Code + OpenAI Agents + CLI

Codex, Claude Code, Cursor, CLI, or custom agents.

Install

Ready

npx -y skills add anthropics/financial-services --skill 3-statement-model

Maintenance

fresh

6d since push

Risk

Needs review

Financial research output is not financial advice; require human review before any live investment decision

GitHub quality

34K

100/100 Quality · 84/100 Trust

Coverage tags

FinanceFinance and quantagent-skillfinancial-modelingthree-statement

Review notes

Financial research output is not financial advice; require human review before any live investment decision · The workflow can write spreadsheet formulas and should be run on a copy of the source model.

Agent adoption scorecard

Trust, audit, and install readiness at a glance

These scores combine public repository metadata, OpenAgentSkill review signals, maintenance freshness, and install readiness. They are a shortlist signal, not a replacement for human review.

Quality

Excellent
100

High-confidence pick with strong adoption and healthy maintenance signals.

Trust

Review then install
76

Good shortlist signal, but the agent should review audit notes, install policy, and outcome evidence before running it.

Audit

Needs review
92

A machine-readable review of install readiness, security metadata, maintenance, and adoption risk.

OpenAgentSkill Trust Score v5

Human review before install

Use as the primary candidate after human or sandbox review.

Claude CodeCodexskills.shExcelCursor

Stars

34K GitHub stars

Repo activity

34K stars, 0 forks

Maintenance

6d since push

License

Apache-2.0

Install

npx -y skills add anthropics/financial-services --skill 3-statement-model

Install safety

standard package or runtime install path

Permission surface

no high-risk permission surface in public metadata

Agent outcomes

No agent outcome data yet

Docs

Strong README/SKILL.md context

Risk summary

Review before production

  • The workflow can write spreadsheet formulas and should be run on a copy of the source model.
  • Financial research output is not financial advice; require human review before any live investment decision.

Install readiness

Install path available

  • Install path is available
  • Repository evidence is available
  • License is declared
  • No Agent Proven outcome evidence yet

Agent-readable metadata

Machine-readable decision data for this skill.

Use this block or the embedded JSON to decide whether an agent should install this skill, choose an alternative, or ask for human review first.

Open JSON

Suited tasks

  • Coding agents workflows
  • Claude Code teams
  • teams that value GitHub adoption signals
  • Inspect source files

Suited agents

Claude CodeCodexskills.shExcelCursorOpenAgentSkill CLIOpenAI AgentsCLI

Install decision

Command
npx -y skills add anthropics/financial-services --skill 3-statement-model
Policy
review
Human review
yes

Trust and risk

Trust
76/100
Audit
92/100
Risk level
Needs review

Outcome loop

Endpoint
/api/agent/outcome
Event ID
resolve
Outcomes
5

Install command

npx -y skills add anthropics/financial-services --skill 3-statement-model

Do not use when

  • teams that need a vendor-supported SLA
  • production agents without a repository review
  • The workflow can write spreadsheet formulas and should be run on a copy of the source model.
  • No OpenAgentSkill engagement data yet
  • Financial research output is not financial advice; require human review before any live investment decision

Agent safety v2

80/100 · Review before install

Reviewed with permission notesreview

Usable candidate, but the agent should surface permission and audit notes before installation.

Require human approval before installing into a real workspace.

Resolve via API

medium

Network access

Skill likely fetches remote pages, APIs, repositories, or external services.

  • Financial research output is not financial advice; require human review before any live investment decision

Install targets

Install this skill in your agent workflow

Use the public install endpoint to fetch the command, safety checklist, target prompts, and canonical links for this skill.

skill install

OpenAgentSkill CLI

Use the registry command when your workflow supports the OpenAgentSkill installer.

$ npx -y skills add anthropics/financial-services --skill 3-statement-model

Agent resolve plan

Let an agent verify fit before installing.

The Resolve API returns the selected skill, alternatives, safety policy, audit notes, install target, and copy-paste prompt an agent can follow without scraping this page.

Open text plan

Agent should check

  • Task fit and alternatives from Resolve API.
  • Audit score, trust score, and safety policy warnings.
  • Install target compatibility for Codex, Claude Code, Cursor, or CLI.

Copy prompt

Task: Use 3-Statement Financial Model in this workspace.
Resolve first: https://www.openagentskill.com/api/agent/resolve?task=Use%203-Statement%20Financial%20Model%20for%20an%20agent%20workflow&agent=codex&max_risk=medium
Review install handoff: https://www.openagentskill.com/api/skills/anthropic-three-statement-model/install
Install command: npx -y skills add anthropics/financial-services --skill 3-statement-model
Before running it, summarize audit warnings, required permissions, and the fallback skill if install is risky.

Agent handoff

Give an agent the install path, not another directory page.

Use the public install endpoint to fetch the command, safety checklist, target prompts, and canonical links for this skill.

Open install API

Agent prompt

Use 3-Statement Financial Model for this task. Review https://www.openagentskill.com/api/skills/anthropic-three-statement-model/install, then install with: npx -y skills add anthropics/financial-services --skill 3-statement-model

Registry metadata

Agent-readable profile for automatic skill selection.

This page exposes the same decision, trust, audit, use-case, and install signals through the Registry API, so agents can rank this skill without scraping the UI.

Open manifest

Agent fit

100/100

Coding agents

Platforms

Claude Code, Codex, skills.sh, Excel, OpenAI Agents

Audit report

Needs review · 92/100

A machine-readable review of install readiness, security metadata, maintenance, and adoption risk.

View audit reportView eval report

Agent decision cockpit

Primary pick for Coding agents

Use this as a leading candidate, then validate the README and install path in your own agent stack.

100
Readiness
Adopt
Stage

Role in stack

Primary pick

Primary fit

Coding agents

Trust label

Production-ready

Install path

Command ready

Use when

  • Coding agents workflows
  • Claude Code teams
  • teams that value GitHub adoption signals

Evidence

  • 34,158 GitHub stars
  • recent repository activity
  • install command or GitHub repo available
  • 100/100 quality profile

review first

  • The workflow can write spreadsheet formulas and should be run on a copy of the source model.
  • No OpenAgentSkill engagement data yet

Implementation path

  1. 1Install it in a sandbox agent and run one Coding agents task end to end.
  2. 2Compare output quality, latency, and failure behavior against at least one alternative.
  3. 3Promote it into production only after reviewing repository permissions, license, and maintenance signals.

Trust profile

Review then install

Good shortlist signal, but the agent should review audit notes, install policy, and outcome evidence before running it.

76
OpenAgentSkill Trust Score

GitHub adoption

PASS

34K GitHub stars

Stars/forks activity

INFO

34K stars, 0 forks; issue activity unavailable in current metadata

Recent maintenance

PASS

6d since push

License clarity

PASS

Apache-2.0

Good signals

  • AI review approved
  • Install path is available
  • Repository evidence is available
  • Recently maintained repository
  • Large GitHub adoption signal
  • Install command has no obvious high-risk pattern
  • Outcome loop is ready but needs first real agent run

Review before install

  • The workflow can write spreadsheet formulas and should be run on a copy of the source model.
  • Financial research output is not financial advice; require human review before any live investment decision.
  • No real agent outcome reports yet
  • Human review required before unattended installation

Recommended action

Use as the primary candidate after human or sandbox review.

Quality profile

Excellent candidate for agent workflows

High-confidence pick with strong adoption and healthy maintenance signals.

100
GitHub stars
34K
Freshness
6d ago
Install ready
Yes
License
Apache-2.0
Review before install: The workflow can write spreadsheet formulas and should be run on a copy of the source model.

Workflow fit

Use this skill in these scenarios

Workflow fit

Add it to a complete workflow

Alternative shortlist

Compare before you install

Similar skills that may fit this task.

Compare all

Overview

A source-checked financial modeling skill from Anthropic Financial Services for completing an integrated three-statement workbook. It may write formulas and produce spreadsheet output, so use a copy of the template, review every assumption and formula, and never treat a generated model as a substitute for accounting, audit, or investment review.

Platform compatibility

claude-codeFULL
codexFULL
skills.shFULL
excelFULL

Technical details

Version
1.0.0
License
Apache-2.0
Last updated
Aug 10, 2026
Published
Aug 10, 2026

Frameworks & tools

Claude CodeCodexskills.shExcel

Decision snapshot

Primary pick

100
Ready
Adopt
Stage

34,158 GitHub stars

Audit

Install review

Install and adoption review

92
Needs review
Security
84/100
Maintenance
100/100
Install
92/100
Open full auditView eval report

Agent-proven evidence

Agent-proven evidence

Outcome reports after resolve, review, install, and one narrow run.

0
Proven
Needs first agent runAuto-install: review firstLast: Unknown
Success rate
Recent failure
Outcomes
0
Output quality
Failed
0
Not relevant
0
Installs
0
Risk blocked
0
Setup needed
0
Production
0

No agent outcome data yet. The first agent run can report success, setup needs, risk blocks, failure, or not-relevant through /api/agent/outcome.

Install

Add to agent workflow

Free and open source. Review the report before installing into production agents.

Growth loop

Share kit

X

Scenario-led draft for 3-Statement Financial Model, ready for a manual X post.

Curator note
A practical pick for market research:

3-Statement Financial Model: Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

34.2K stars

https://www.openagentskill.com/skills/anthropic-three-statement-model?ref=x
Open X draft
Optional reply with install command
Listing + install path for 3-Statement Financial Model:
https://www.openagentskill.com/skills/anthropic-three-statement-model?ref=x

Install: npx -y skills add anthropics/financial-services --skill 3-statement-model

Listing source

Registry indexed

Claimable

This listing was indexed from public sources and is not marked official until a maintainer claim is approved.

Creator
anthropics
Indexed by
OpenAgentSkill community index

Attribution links to the public repository or creator profile. Creators can claim the listing to update ownership signals.

Claim this skill

Owner claim

Claim this skill listing

This Registry indexed listing is attributed to anthropics but is not marked official yet. Claim it to add a verified owner signal and make future launch, install, and audit updates easier to trust.

Creator backlink kit

Add the evidence badges to your README

Show the canonical listing, current trust and audit signals, and real Agent-Proven evidence where developers evaluate the repository.

[![Listed on OpenAgentSkill](https://www.openagentskill.com/api/badge/anthropic-three-statement-model?metric=listed&label=Listed)](https://www.openagentskill.com/skills/anthropic-three-statement-model)
[![OpenAgentSkill Trust](https://www.openagentskill.com/api/badge/anthropic-three-statement-model?metric=trust&label=Trust)](https://www.openagentskill.com/skills/anthropic-three-statement-model)
[![OpenAgentSkill Audit](https://www.openagentskill.com/api/badge/anthropic-three-statement-model?metric=audit&label=Audit)](https://www.openagentskill.com/skills/anthropic-three-statement-model/audit)
[![Agent Proven](https://www.openagentskill.com/api/badge/anthropic-three-statement-model?metric=proven&label=Agent%20Proven)](https://www.openagentskill.com/skills/anthropic-three-statement-model)

Author

A

anthropics

@anthropics

Health signals

GitHub stars
34.2K
Quality score
66/100
Last GitHub push
Aug 4, 2026
Framework hints
4
OpenAgentSkill views
0
Install copies
0
Outbound clicks
0

Community signal

Share whether this skill looks useful for your agent workflow. Aggregated feedback improves rankings over time.

Trust & safety

Review then install

76
  • GitHub adoption34K GitHub starsPASS
  • Stars/forks activity34K stars, 0 forks; issue activity unavailable in current metadataINFO
  • Recent maintenance6d since pushPASS
  • License clarityApache-2.0PASS
  • README/SKILL.md completenessMetadata includes enough usage and workflow contextPASS
  • Dependency/runtime riskno major dependency risk hints in public metadataPASS