skills.rest
iTzFaisal
iTzFaisalCOMMUNITY
Explore all skills by this author →
GitHub

tear-sheet

Generate audience-specific company tear sheets from S&P Capital IQ data via Kensho MCP.

Updated May 9, 2026
Search Tags:#mcp#document-generation#financial-data#equity-research#tear-sheet#kensho#capital-iq
One-click install
npx skills add https://github.com/iTzFaisal/financial-services --skill tear-sheet-itzfaisal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tear-sheet
Source: https://github.com/iTzFaisal/financial-services/tree/main/.opencode/skills/tear-sheet
Command: npx skills add https://github.com/iTzFaisal/financial-services --skill tear-sheet-itzfaisal

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

Tear sheets are data-rich, audience-specific company profiles that are time-consuming to assemble manually. This Skill automates the end-to-end creation using S&P Capital IQ data via the Kensho MCP server, delivering consistent structure and professional formatting.

Core Features & Use Cases

  • Automated data retrieval: Pulls four fiscal years of financials, header metadata, and key relationships from MCP.
  • Document generation: Produces a fixed-layout Word tear sheet with a standardized header/banner, section headers, and a footer disclaimer.
  • Audience-tailored outputs: Supports Equity Research, IB/M&A, Corp Dev, and Sales/BD with audience-specific sections and synthesis bullets.
  • Use Case: Generate a two-page client-ready tear sheet for a public company to support an investment presentation or transaction briefing.

Quick Start

Provide the target company name or ticker and the desired audience type to generate a tear sheet.

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 tear sheet from S&P Capital IQ data?▼

Generate audience-specific tear sheets by providing a company name or ticker and desired audience type. The Skill pulls four fiscal years of S&P Capital IQ data via Kensho MCP and outputs a formatted Word document.

What's the best way to automate equity research tear sheet creation?▼

Automate equity research tear sheet creation by using this Skill to pull financial data via Kensho MCP. It formats the results into a standardized Word document with audience-specific synthesis bullets for Equity Research, IB/M&A, Corp Dev, or Sales/BD.

Can I create tear sheets for both public and private companies using Capital IQ?▼

You can create tear sheets for both public and private companies using this Skill. It retrieves header metadata, key relationships, and financials from S&P Capital IQ via Kensho MCP, formatting them into a standardized Word document.

Do I need Kensho MCP to generate company tear sheets?▼

Yes, Kensho MCP is required as the data source to generate company tear sheets. The Skill relies on this server to retrieve financial data, metadata, and key relationships from S&P Capital IQ for document generation.

How many years of financial data are included in an automated tear sheet?▼

An automated tear sheet includes four fiscal years of financial data. Retrieved via Kensho MCP from S&P Capital IQ, this historical data is formatted into a fixed-layout Word document with standardized headers and footers.

What file format does the tear sheet generator output?▼

The tear sheet generator outputs a Docx file format. It features a fixed layout with a standardized header, section headers, audience-specific synthesis bullets, and a footer disclaimer for client-ready presentation.

Related Skills

Explore More Finance & Accounting Skills→
mahyarmalekiimahyarmalekii

tear-sheet

Generate company tear sheets from S&P Capital IQ data via Kensho LLM-ready API MCP server.

Community
Advanced
Ricardo-VaeRicardo-Vae

pandoc

Convert documents between Markdown, DOCX, PDF, HTML, and LaTeX formats.

Community
Intermediate
w95w95
145

initiating-coverage

Generate institutional equity research initiation reports through a 5-task workflow.

Community
Advanced
mouseqiao85mouseqiao85
1

tear-sheet

Generate company tear sheets as Word documents from S&P Capital IQ data.

Community
Advanced