financial-modeling
Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
What this skill does
# Financial Modeling ## Purpose Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions. ## Routing - Use when: Use when the user asks about building a financial model, three-statement model, income statement projection, balance sheet forecasting, cash flow modeling, scenario analysis, or linking financial statements together. - Do not use when: Do not use when the request is purely about valuation (use DCF Valuation), portfolio management, or non-financial-model analysis like earnings reviews. - Outputs: Outcome from Financial Modeling: integrated three-statement model with driver assumptions, projected financials, scenario analysis, and model integrity checks. - Success criteria: Returns a complete linked financial model with clearly stated assumptions, all three statements, working capital and debt schedules, scenario outputs, and balance checks. ## Trigger Examples ### Positive - Use the financial-modeling skill for this request. - Help me with financial modeling. - Use when the user asks about building a financial model, three-statement model, income statement projection, balance sheet forecasting, cash flow modeling, scenario analysis, or linking financial statements together. - Financial Modeling: provide an actionable result. ### Negative - Do not use when the request is purely about valuation (use DCF Valuation), portfolio management, or non-financial-model analysis like earnings reviews. - Do not use financial-modeling for unrelated requests. - This request is outside financial modeling scope. - This is conceptual discussion only; no tool workflow is needed. ## Parameters | Name | Type | Required | Description | |---|---|---|---| | modelType | select | Yes | Type of financial model to build | | company | string | Yes | Company name or ticker symbol | | question | string | Yes | Your specific modeling question | | historicalData | string | No | Historical financial data or key metrics (e.g., last 3 years revenue, margins) | | assumptions | string | No | Key assumptions to use (e.g., 15% revenue growth, 30% EBITDA margin target) | ## Runtime Prompt - Current runtime prompt length: 1117 characters. - Runtime prompt is defined directly in `../financial-modeling.json`.
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