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
NewMaintained
Automatic
◆Finance & Accounting pack
Last verified 10/6/2026
What it changes
8 of 22 test cases passed with the skill.
Pass-rate lift
—
Tokens
+104%
Agent turns
0%
Response time
-6%
Model gemini-3.6-flashMeasured 10/6/2026v18 of 22 cases passed with skill · 7 comparable
Tokens, turns and time describe resource use, not a dollar price.
Lift withheld: 7 comparable cases; this report requires 8.
See it in action
One of 7 test cases the skill fixed. Same model, same prompt, with and without the skill.
1 of 7
Prompt
When executing a financial data query for a newly added ticker (RBRK), the initial search returns an empty result set. A developer asks whether to immediately fail with a missing ticker error or alter the search parameters. What single recovery step should be taken?
What was checked, without and with the skill
Checked
Without skill
With skill
Widens the date range and retries the query once.
Missed
Passed
case-13 · gemini-3.6-flash · 10/6/2026 · answers are capped and redacted
What's inside
The instructions your model reads when the skill loads.
SKILL.md108 lines8 files
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.