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.

Company Header Banner:

• The header is a navy (#1F3864) banner spanning the full page width with company name in white.
• Below the banner, key-value pairs MUST be rendered in a two-column borderless table spanning the full page width. Left column: company identifiers (ticker, HQ, founded, employees, sector). Right column: financial identifiers (market cap, EV, stock price, shares outstanding). Each cell contains a bold label and regular-weight value on the same line (e.g., "Market Cap $124.7B"). Do not left-justify all fields in a single column — this wastes horizontal space and looks unprofessional. The two-column spread is the single most important visual signal that distinguishes a professional tear sheet from a default document.
  • Implementation: Create a 2-column table with borders: none and shading: none on all cells. Set column widths to 50% each. Place left-column fields (ticker, HQ, founded, employees) as separate paragraphs in the left cell. Place right-column fields (market cap, EV, stock price, shares outstanding) in the right cell. Each field is a single paragraph: bold run for the label, regular run for the value.
  • The specific fields in each column vary by audience — see the reference file's header spec. The principle is always: spread across the page, not clumped left.
• Do not use a bordered table for the header key-value block. Bordered tables are reserved for financial data only.
• Key metrics in the header (market cap, EV, stock price) should be displayed as inline key-value pairs, not in a separate bordered table.

Section Headers:

• Each section header gets a horizontal rule (thin line, #CCCCCC, 0.5pt) directly beneath it to create clean visual separation between sections.
• Render the rule as a bottom border on the header paragraph itself — do not insert a separate paragraph element for the rule. A separate paragraph adds its own before/after spacing and causes excessive whitespace below section titles.
• Implementation: In docx-js, apply a bottom border to the section header paragraph via paragraph.borders.bottom = { style: BorderStyle.SINGLE, size: 1, color: "CCCCCC" }. Do not use doc.addParagraph() with a separate horizontal rule element. Do not use thematicBreak. The border must be on the heading paragraph itself with 0pt spacing after, so the rule sits tight against the header text.
• Spacing: 12pt before the header paragraph, 0pt after the header paragraph, 4pt before the next content element.

Bullet Formatting:

• Use a single bullet character (•) for all bulleted content across all tear sheet types. Do not mix •, -, ▸, or numbered lists within or across tear sheets.

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