Skills

Tear Sheet

Generate professional company tear sheets using S&P Capital IQ data via the Kensho...

Install

npx skills add AI4Finance-Foundation/FinRobot --skill tear-sheet -g -a claude-code -y
Category
AI and agents
Updated
11d ago
License
Apache-2.0
Context cost
Mediumabout 3,000 tokens
Runs scripts
No, instructions only

What it does

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document, especially when they mention a spec...

Financial Tear Sheet Generator

Generate audience-specific company tear sheets by pulling live data from S&P Capital IQ via the S&P Global MCP tools and formatting the result as a professional Word document.

Style Configuration

These are sensible defaults. To customize for your firm's brand, modify this section, common changes include swapping the color palette, changing the font (Calibri is standard at many banks), and updating the disclaimer text.

Colors:

  • Primary (header banner background, section header text): #1F3864
  • Accent (signature section highlights): #2E75B6
  • Table header row fill: #D6E4F0
  • Table alternating row fill: #F2F2F2
  • Table borders: #CCCCCC
  • Header banner text: #FFFFFF

Typography (sizes in half-points for docx-js):

  • Font family: Arial
  • Company name: 18pt bold (size: 36)
  • Section headers: 11pt bold (size: 22), Primary color
  • Body text: 9pt (size: 18)
  • Table text: 8.5pt (size: 17)
  • Footer/disclaimer: 7pt italic (size: 14)
  • Per-template overrides are specified in each reference file's Formatting Notes.
Read the whole SKILL.md on GitHub

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