willpowerju-lgtm

willpowerju-lgtm / 3-statement-ultra-for-finance

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What This Skill Does Builds a complete, institutional-grade three-statement financial model (Income Statement, Balance Sheet, Cash Flow Statement) in Excel from scratch — with full formula linkage, zero hardcoded forecast cells, and a 9-step QC validation suite. Output quality targets: IPO prospectus / equity research initiating coverage.

19
2
100% credibility
Found Apr 08, 2026 at 19 stars -- GitGems finds repos before they trend. Get early access to the next one.
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AI Analysis
AI Summary

This project is a downloadable skill for AI chat tools that guides users through creating detailed, linked financial models in Excel spreadsheets for company analysis.

How It Works

1
🔍 Find the financial model builder

You hear about a helpful tool that lets your AI chat buddy create professional financial spreadsheets for companies you care about.

2
📥 Add it to your AI helper

You download a simple file and add it to your AI conversation app so it's ready to use anytime.

3
📝 Share your company data

You upload a spreadsheet with past numbers or point to online info, and the AI asks what you have ready.

4
💬 Say 'build a financial model'

You just chat naturally like 'build a 3-statement model for Apple' and the AI takes over, guiding you step by step.

5
Pick your building path
📊
Session 1-2: Basics and income

Set up starting info and build the income overview.

📈
Session 3-4: Balances and cash flow

Add balance details and connect cash movements.

📋
Session 5: Checks and summary

Run safety checks and create a neat overview.

6
✅ See everything link up perfectly

The AI runs special checks to make sure all numbers balance and flow correctly, giving you confidence.

🎉 Download your ready-to-use spreadsheet

You get a complete Excel file with linked forecasts, charts, and insights, perfect for analyzing investments like a pro.

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Star Growth

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AI-Generated Review

What is 3-statement-ultra-for-finance?

This Claude skill (for Anthropic's Claude Code or Cowork) builds institutional-grade three-statement financial models—Income Statement, Balance Sheet, Cash Flow—in Excel from scratch, pulling data from Excel uploads, NotebookLM notebooks, or yfinance web sources. It supports CN GAAP/IFRS/US GAAP, auto-detects quarterly/annual granularity, links everything via formulas (zero hardcodes), and runs a 9-step QC validation for IPO/equity research quality. Users get a fully auditable model with Summary, Returns analysis, and data lineage tracking.

Why is it gaining traction?

It outshines official Claude financial skills by deriving cash from CF (no BS plugs), splitting revenue by segments with independent drivers, enforcing 100% formula forecasts, and mandating 9 QC checks like BS/CF balance and hardcode scans. The 5-session resume-anywhere flow with state persistence handles long builds without truncation. Finance devs notice the native CN GAAP handling and superior forecast integrity over quick templates.

Who should use this?

Equity research analysts modeling A-shares or US-listed firms, investment bankers building IPO prospectuses, or FP&A teams needing verifiable DCF inputs. Targets mid-to-senior skill levels—what skill should I learn for finance modeling or what skills to put on CV—where manual errors waste hours.

Verdict

Worth trying for production finance models despite 1.0% credibility score and 19 stars—strong docs and personal/research license lower barriers, though maturity lags. Best as a what skills training accelerator; skip for casual use.

(198 words)

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