Money Finance
iamzifei/show-me-the-money
Financial tracking, revenue analytics, expense management, and pricing optimization.
Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
Install Financial Modeling
$ npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install CoWork-OS/CoWork-OS financial-modeling --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .claude/skills && cp -r skills-src/resources/skills/financial-modeling .claude/skills/financial-modeling && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "financial-modeling" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/financial-modeling into .claude/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/financial-modelingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install CoWork-OS/CoWork-OS financial-modeling --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .agents/skills && cp -r skills-src/resources/skills/financial-modeling .agents/skills/financial-modeling && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/financial-modeling into .agents/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install CoWork-OS/CoWork-OS financial-modeling --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/resources/skills/financial-modeling .cursor/skills/financial-modeling && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "financial-modeling" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/financial-modeling into .cursor/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/CoWork-OS/CoWork-OS.git --path resources/skills/financial-modeling--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install CoWork-OS/CoWork-OS financial-modeling --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/resources/skills/financial-modeling .gemini/skills/financial-modeling && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/financial-modeling into .gemini/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install CoWork-OS/CoWork-OS financial-modelingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .github/skills && cp -r skills-src/resources/skills/financial-modeling .github/skills/financial-modeling && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/financial-modeling into .github/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install CoWork-OS/CoWork-OS financial-modeling --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/resources/skills/financial-modeling .opencode/skills/financial-modeling && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/financial-modeling into .opencode/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
financial-modeling- GitHub stars
- 477
- Token cost
- ~756 tokens
- SKILL.md length
- 294 words
- Files
- 3 (incl. scripts, references)
- Skills in repo
- 46
- Repo updated
- First seen
- Licence
- MIT
At a glance
Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
- Tasks that involve Financial modeling
- SKILL.md covers Purpose, Routing, Trigger Examples and Parameters, plus 1 more section
- Tasks that involve Financial analysis
What it does
Financial Modeling is an agent skill from CoWork-OS/CoWork-OS. Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
Its SKILL.md is about 760 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts and reference files (for example `references/full-guidance.md`).
It sits in Business, Finance & HR, covering Financial modeling and Financial analysis. The repository describes itself as: Local-first personal agentic OS and everything app for coding, knowledge work, web design, automations, and artifacts. The licence is MIT.
When your agent uses it
- Tasks that involve Financial modeling
- Tasks that involve Financial analysis
Example prompts
- “/financial-modeling”
What it can do on your machine
Read from SKILL.md and the folder at commit 0ace02b. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 1 file in scripts/, which the agent can run.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Financial Modeling loads about 756 tokens when it runs, and up to ~3.1k if it reads all its reference files. Until then it costs about 48 tokens; SKILL.md has 294 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from CoWork-OS/CoWork-OS at commit 0ace02b, republished under its MIT licence (© CoWork-OS). 294 words, ~756 tokens.
Download SKILL.mdSave it as
.claude/skills/financial-modeling/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.- name
- financial-modeling
- description
- Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
- version
- 1.0.0
- metadata.author
- CoWork OS Contributors <info@coworkosapp.com>
Financial Modeling
Purpose
Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
Routing
- Use when: Use when the user asks about building a financial model, three-statement model, income statement projection, balance sheet forecasting, cash flow modeling, scenario analysis, or linking financial statements together.
- Do not use when: Do not use when the request is purely about valuation (use DCF Valuation), portfolio management, or non-financial-model analysis like earnings reviews.
- Outputs: Outcome from Financial Modeling: integrated three-statement model with driver assumptions, projected financials, scenario analysis, and model integrity checks.
- Success criteria: Returns a complete linked financial model with clearly stated assumptions, all three statements, working capital and debt schedules, scenario outputs, and balance checks.
Trigger Examples
Positive
- Use the financial-modeling skill for this request.
- Help me with financial modeling.
- Use when the user asks about building a financial model, three-statement model, income statement projection, balance sheet forecasting, cash flow modeling, scenario analysis, or linking financial statements together.
- Financial Modeling: provide an actionable result.
Negative
- Do not use when the request is purely about valuation (use DCF Valuation), portfolio management, or non-financial-model analysis like earnings reviews.
- Do not use financial-modeling for unrelated requests.
- This request is outside financial modeling scope.
- This is conceptual discussion only; no tool workflow is needed.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
| modelType | select | Yes | Type of financial model to build |
| company | string | Yes | Company name or ticker symbol |
| question | string | Yes | Your specific modeling question |
| historicalData | string | No | Historical financial data or key metrics (e.g., last 3 years revenue, margins) |
| assumptions | string | No | Key assumptions to use (e.g., 15% revenue growth, 30% EBITDA margin target) |
Runtime Prompt
- Current runtime prompt length: 1117 characters.
- Runtime prompt is defined directly in
../financial-modeling.json.
© CoWork-OS, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 2 other files (scripts, references) in resources/skills/financial-modeling of CoWork-OS/CoWork-OS.
- SKILL.md
- references/full-guidance.md
- scripts/.gitkeep
Open the folder on GitHubat commit 0ace02b
Compare with similar skills
Financial Modeling next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Financial Modeling this skillCoWork-OS/CoWork-OS | 477 | — | ~756 | Automated safety check: Pass | MIT | |
| Money Financeiamzifei/show-me-the-money | 1k | — | ~2.2k | Automated safety check: Pass | Custom licence | |
| Longbridge Fundamentalshelsome/folio | 271 | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Financetravisjneuman/.claude | 100 | — | ~3k | Automated safety check: Pass | MIT | |
| Research Financealirezarezvani/claude-skills | 28k | — | ~2.7k | Automated safety check: Pass | MIT | |
| Longbridge Fundamentalssickn33/agentic-awesome-skills | 47k | 1 repos | ~1.9k | Automated safety check: Pass | MIT |
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Categories
Questions about Financial Modeling
What does Financial Modeling do?
Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions. Financial Modeling is an agent skill from CoWork-OS/CoWork-OS. Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
When should I use Financial Modeling?
Financial Modeling fits situations like: tasks that involve Financial modeling; tasks that involve Financial analysis.
How do I install Financial Modeling in Claude Code?
Run `npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a claude-code`. Or copy the skill folder (resources/skills/financial-modeling in CoWork-OS/CoWork-OS) into .claude/skills/financial-modeling in your project. Claude Code loads it when a task matches its description.
How do I install Financial Modeling in Codex?
Run `npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a codex`. Or copy the skill folder (resources/skills/financial-modeling in CoWork-OS/CoWork-OS) into .agents/skills/financial-modeling in your project. Codex loads it when a task matches its description.
Can I use Financial Modeling in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add CoWork-OS/CoWork-OS --skill financial-modeling -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-modeling, .gemini/skills/financial-modeling, .github/skills/financial-modeling and .opencode/skills/financial-modeling in your project.
What does Financial Modeling need to run?
SKILL.md names no scripts, command-line tools or credentials: Financial Modeling is instructions for the agent only.
Does Financial Modeling access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Financial Modeling safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Financial Modeling use?
Financial Modeling is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Financial Modeling use?
About 756 tokens (SKILL.md is roughly 3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.3k tokens, read only when the agent opens those files.
What are the alternatives to Financial Modeling?
Skills that share tags, products or a category with Financial Modeling: Money Finance (iamzifei/show-me-the-money, 1k stars), Longbridge Fundamentals (helsome/folio, 271 stars), Finance (travisjneuman/.claude, 100 stars) and Research Finance (alirezarezvani/claude-skills, 28k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Financial Modeling?
CoWork-OS (a GitHub organization) maintains it in CoWork-OS/CoWork-OS, which has 477 GitHub stars. The repository holds 46 skills in this directory. The repository was last updated on October 9, 2026.
Source: CoWork-OS/CoWork-OS on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.