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3-statement-model

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Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

plugins/agent-plugins/pitch-agent/skills/3-statement-model/SKILL.md

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# 3-Statement Financial Model Template Completion

Complete and populate integrated financial model templates with proper linkages between Income Statement, Balance Sheet, and Cash Flow Statement.

## ⚠<U+FE0F> CRITICAL PRINCIPLES — Read Before Populating Any Template

**Environment — Office JS vs Python:**
- **If running inside Excel (Office Add-in / Office JS):** Use Office JS directly. Write formulas via `range.formulas = [["=D14*(1+Assumptions!$B$5)"]]` — never `range.values` for derived cells. No separate recalc; Excel computes natively. Use `context.workbook.worksheets.getItem(...)` to navigate tabs.
- **If generating a standalone .xlsx file:** Use Python/openpyxl. Write `ws["D15"] = "=D14*(1+Assumptions!$B$5)"`, then run `recalc.py` before delivery.
- **Office JS merged cell pitfall:** Do NOT call `.merge()` then set `.values` on the merged range — throws `InvalidArgument` because the range still reports its pre-merge dimensions. Instead write value to top-left cell alone, then merge + format the full range: `ws.getRange("A1").values = [["INCOME STATEMENT"]]; const h = ws.getRange("A1:G1"); h.merge(); h.format.fill.color = "#1F4E79";`
- All principles below apply identically in either environment.

**Formulas over hardcodes (non-negotiable):**
- Every projection cell, roll-forward, linkage, and subtotal MUST be an Excel formula — never a pre-computed value