/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.

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cowork-os@cowork-os

GitHub

From plugin

cowork-os

452155 skills

Install

$ npx -y skills add CoWork-OS/CoWork-OS --skill financial-modeling --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/financial-modeling

Context preview

The summary Claude sees to decide when to auto-load this skill.

Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.

SKILL.md

financial-modeling.SKILL.md

name: financial-modeling
description: "Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions."
version: "1.0.0"
metadata:
  author: CoWork OS Contributors <info@coworkosapp.com>

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) |