tearsheet

Generate an HTML company tearsheet with 4 quarters of financials and YoY metrics.

482|113|Updated Feb 17, 2026

Search Tags:#finance #investing #kpi #html-report #data-aggregation #quarterly-results #tearsheet

Ready to run

npx skills add https://github.com/daloopa/investing --skill tearsheet

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: tearsheet
Source: https://github.com/daloopa/investing/tree/main/.claude/skills/tearsheet
Command: npx skills add https://github.com/daloopa/investing --skill tearsheet

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Compiles a compact, publication-ready overview of a company's financials into a single tearsheet, saving analysts time and ensuring consistency across reports.

Core Features & Use Cases

Generate a 1-page tearsheet with key financials (last 4 quarters + YoY) and top operating KPIs.
Produce an HTML tear sheet styled with the design system for quick sharing in meetings or reports.
Use for quick company briefs, investor prep, and internal research notes.

Quick Start

Provide a ticker symbol to generate a tearsheet; the skill will fetch the latest filings, compute the key metrics, and render the HTML report.

Frequently Asked Questions about tearsheet

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

FAQPage Schema

How do I generate a company tearsheet from quarterly financial data?▼

Generate a company tearsheet by providing a ticker symbol; the tool fetches the latest filings, computes key metrics across four quarters with YoY changes, and renders a self-contained HTML report with inlined CSS.

What financial metrics are included in an HTML tearsheet for investor briefs?▼

An HTML tearsheet includes the last four quarters of financials, year-over-year computations, and top operating KPIs, compiled into a single-page overview suitable for executive briefs and investor preparation.

Can I create a publication-ready financial report without external CSS dependencies?▼

Yes, the generated tearsheet is a self-contained HTML file with inlined CSS, meaning it requires no external stylesheets and can be shared directly in meetings or embedded in reports without dependency issues.

Does this tearsheet generator work with just a ticker symbol for public companies?▼

Yes, providing a public-company ticker symbol triggers the automated pipeline: it accesses financial data, aggregates quarterly results, calculates YoY metrics, and outputs the styled HTML tearsheet.

What's the best way to automate executive financial briefs for internal research?▼

Automating executive briefs is done by supplying a ticker to generate a compact, publication-ready tearsheet that ensures formatting consistency and saves analysts the manual effort of compiling quarterly financials and KPIs.

Are there limitations when generating tearsheets for private companies?▼

The tearsheet generation applies to public-company analytics, requiring accessible quarterly filings and operating KPI data; private companies without public ticker data may not be supported by this automated data aggregation workflow.