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Creating Financial Models

Official
anthropics·vlatest·data·MIT

This skill generates customizable financial models to analyze investments and business scenarios, providing valuable insights for decision-making.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

    terminal
    $ npx skills add anthropics/claude-cookbooks --skill creating-financial-models -a claude-code

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

anthropics

Matched to the vendor's own GitHub organisation.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No undeclared network calls: passed

    Makes no network calls.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned anthropics/claude-cookbooks at d7265d6ae9.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
d7265d6ae9
Manifest
skills/custom_skills/creating-financial-models/SKILL.md
Scanned
3 files, 1,095 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

About this skill

What it does

This skill allows AI agents to construct financial models based on provided data and assumptions. It can generate projections for income statements, balance sheets, and cash flow statements. The agent is capable of incorporating various inputs like revenue growth rates, cost structures, and financing options to create comprehensive financial forecasts.

When to use it

  • Startup Planning: Generate a 5-year financial projection for a new business venture based on market research and initial investment estimates.
  • Investment Analysis: Build a discounted cash flow (DCF) model for a potential acquisition target using historical financials and projected growth rates.
  • Scenario Planning: Create multiple financial models with different assumptions to assess the impact of various economic conditions on a company's performance.
  • Budgeting & Forecasting: Develop a detailed annual budget incorporating revenue, expenses, and capital expenditures based on strategic goals.

Key capabilities

  • Income Statement Projections
  • Balance Sheet Projections
  • Cash Flow Statement Projections
  • Incorporation of growth rates
  • Cost structure modeling
  • Financing options integration

Example prompts

  • "Create a 3-year financial model for a SaaS company with $1M in annual recurring revenue, assuming 20% year-over-year growth."
  • "Build a DCF model for Company X using a discount rate of 10% and projected free cash flows over the next five years."
  • “Generate an income statement projection for the next fiscal year, incorporating a 5% increase in sales and a 2% reduction in operating expenses.”

Tips & gotchas

The accuracy of the financial model heavily depends on the quality and completeness of the input data. Ensure that all assumptions are clearly defined and justified to avoid unrealistic projections.