tear-sheet

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

34.1k|5.1k|Updated Feb 23, 2026
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill tear-sheet-anthropics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tear-sheet
Source: https://github.com/anthropics/financial-services-plugins/tree/main/partner-built/spglobal/skills/tear-sheet
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill tear-sheet-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates the creation of professional, audience-specific company tear sheets, transforming raw financial data into polished, ready-to-use documents.

Core Features & Use Cases

  • Audience Customization: Generates tear sheets tailored for Equity Research, Investment Banking/M&A, Corporate Development, and Sales/Business Development.
  • Data Integration: Pulls live data from S&P Capital IQ via the Kensho LLM-ready API MCP server.
  • Automated Formatting: Applies firm-specific branding, typography, and layout rules to produce Word documents.
  • Use Case: Generate an Investment Banking tear sheet for a target company, including its financial summary, trading comps, M&A activity, and key relationships, all formatted according to industry standards.

Quick Start

Generate a tear sheet for 'Nvidia' for the 'Equity Research' audience.

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 professional company tear sheet for equity research?▼

To generate a professional company tear sheet for equity research, you provide a target company name and audience type. The Skill pulls live financial data via the Kensho LLM-ready API and outputs a formatted Word document tailored to your specific audience.

Can I customize tear sheet content for investment banking and corporate development audiences?▼

Yes, you can customize tear sheet content for investment banking, corporate development, equity research, and sales audiences. The Skill applies audience-specific formatting, data visualization, and tailored content like trading comps and M&A activity to suit each context.

What data source is used to populate the financial analysis in the tear sheet?▼

The financial analysis in the tear sheet is populated using live data from S&P Capital IQ. This integration is accessed through the Kensho LLM-ready API MCP server to ensure accurate financial summaries and key relationship data.

What format are the generated company profiles delivered in?▼

The generated company profiles are delivered in Word document format. The Skill applies strict data integrity rules and firm-specific style configurations, including branding and typography, to produce a polished and ready-to-use document.

Do I need an S&P Capital IQ subscription to create investment banking tear sheets?▼

Yes, creating investment banking tear sheets requires access to the Kensho LLM-ready API MCP server, which relies on S&P Capital IQ data. You must have the necessary API credentials and environmental setup configured to pull live financial data.

What is included in a sales enablement company profile for business development?▼

A sales enablement company profile for business development includes tailored financial summaries, trading comps, and key relationships. The Skill transforms raw financial data into an audience-specific document formatted to professional industry standards.