3 Statements

The 3-statements skill enables AI agents to generate concise, three-part financial summaries or analyses based on provided data. It structures complex information into a clear beginning, middle, and end format for easier human consumption.

When to use it

• Summarizing quarterly earnings reports into digestible highlights for executive briefings.
• Structuring investment thesis arguments to ensure logical flow from premise to conclusion.
• Creating standardized risk assessment overviews that separate market conditions, company performance, and outlook.
• Drafting initial drafts of financial news updates requiring a strict narrative arc.

Key capabilities

• Enforces a strict three-part structure for all generated outputs.
• Extracts and synthesizes key financial metrics from raw text or data inputs.
• Maintains a consistent narrative flow suitable for professional reporting.

Example prompts

• "Analyze the provided Q3 earnings call transcript and output a 3-statement summary covering revenue drivers, margin trends, and guidance."
• "Generate a 3-statement analysis of Tesla's recent stock performance based on the attached market data."
• "Summarize the key risks identified in this credit memo using the 3-statements format."

Tips & gotchas

Ensure your input data is sufficiently detailed to support three distinct logical points; sparse data may result in vague summaries. This skill is best suited for structured analysis rather than creative writing or open-ended exploration.