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tear-sheet

Generate company tear sheets from S&P Capital IQ data with audience-specific formatting.

1|Updated May 16, 2026
Search Tags:#financial modeling#equity research#company profile#tear sheet#docx generation#ib ma#sp global capital iq
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill tear-sheet-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tear-sheet
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/partner-built/spglobal/skills/tear-sheet
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill tear-sheet-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill eliminates the manual effort of assembling professional, audience-ready company tear sheets by automatically pulling market and financial data and formatting it into a polished document.

Core Features & Use Cases

  • Tear sheet generation: Produces a company one-pager/tear sheet-style document (e.g., tear sheet, company snapshot, fact sheet) from S&P Capital IQ data.
  • Audience-specific outputs: Tailors structure and emphasis for equity research, IB/M&A, corp dev, and sales/BD use cases.
  • Professional document formatting: Applies a consistent template with controlled typography, tables, bullets, and required footer attribution.

Quick Start

Ask for a company tear sheet by name or ticker and specify the audience (e.g., “Generate an IB/M&A tear sheet for Nvidia (NVDA)”).

Frequently Asked Questions about tear-sheet

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a company tear sheet from S&P Capital IQ data?▼

To generate a company tear sheet from S&P Capital IQ data, request a snapshot by company name or ticker and specify an audience like IB/M&A. The Skill pulls market data, calculates derived metrics, and renders a formatted DOCX file.

Can I customize a company fact sheet for different audiences like equity research or sales?▼

Yes, company fact sheets can be customized for specific audiences. The Skill tailors document structure and emphasis for equity research, IB/M&A, corporate development, and sales/BD workflows based on your specified use case.

What is the best way to create a professional one-pager from S&P Global data?▼

The best way to create a professional one-pager is to use automated DOCX generation with structured templates. This ensures consistent typography, formatted tables, and required footer attribution for S&P Global data compliance.

Do I need S&P Global MCP tools to create a company snapshot?▼

Yes, you need access to S&P Global MCP tools to create a company snapshot. The Skill requires these tools for YAML-defined data discovery, market data retrieval, and intermediate data persistence before rendering the final document.

Does tear sheet generation support DOCX output with calculated financial metrics?▼

Yes, tear sheet generation supports DOCX output with calculated financial metrics. It uses docx-js function templates for rendering and automatically computes derived metrics from the retrieved S&P Capital IQ financial data.

What are the limitations of automated equity research tear sheets?▼

Automated equity research tear sheets are limited by S&P Capital IQ data availability and MCP tool access. You must ensure prerequisite YAML-defined naming discovery is configured correctly to avoid data retrieval failures.

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