3-statement-model
Pass
Audited by Gen Agent Trust Hub on Mar 9, 2026
Risk Level: SAFE
Full Analysis
- Standard Financial Modeling Procedures: The skill outlines industry-standard practices for financial modeling, focusing on the integration of Income Statements, Balance Sheets, and Cash Flow Statements.
- Formula-Driven Logic: It emphasizes the use of Excel formulas over hardcoded values to maintain model flexibility and integrity, which is a standard best practice in financial analysis.
- Data Validation Framework: The skill provides comprehensive checklists and 'master checks' (e.g., Assets
- Liabilities
- Equity = 0) to help users identify and resolve accounting imbalances.
- Environment-Specific Guidance: It includes technical instructions for both Office JS (for Excel Add-ins) and Python (using openpyxl) to ensure correct implementation across different environments.
- SEC Data Integration: The documentation provides clear guidance on extracting historical financial data from official regulatory filings, such as 10-K and 10-Q reports.
Audit Metadata