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Agent skill

Tearsheet

by daloopa in daloopa/investing

Quick one-page company overview and snapshot. An agent skill from daloopa/investing.

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Tearsheet

skills CLI
$ npx skills add daloopa/investing --skill tearsheet -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install daloopa/investing tearsheet --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/tearsheet .claude/skills/tearsheet && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
tearsheet
GitHub stars
489
Token cost
~2.4k tokens
SKILL.md length
1,129 words
Files
1
Skills in repo
22
Repo updated
First seen
Licence
Apache-2.0

At a glance

Quick one-page company overview and snapshot. An agent skill from daloopa/investing.

  • Works in 9 steps: Company Lookup → Key Financials → Key Operating KPIs → …
  • Business, Finance & HR work in your project
  • SKILL.md covers 1. Company Lookup, 1b. Current Stock Price, 2. Key Financials and 3. Key Operating KPIs, plus 7 more sections
  • Reaches daloopa.com

What it does

Tearsheet is an agent skill from daloopa/investing. Quick one-page company overview and snapshot

Its SKILL.md is about 2.4k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR. The licence is Apache-2.0.

When your agent uses it

  • Business, Finance & HR work in your project

Example prompts

  • “/tearsheet”

Workflow steps

9 steps, taken from the step headings in SKILL.md.

  1. Company Lookup
  2. Key Financials
  3. Key Operating KPIs
  4. Compute Key Ratios
  5. Recent Developments
  6. Five Key Tensions
  7. News Snapshot
  8. What to Watch
  9. Save Report

What it can do on your machine

Read from SKILL.md and the folder at commit e2dd01d. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • daloopa.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Tearsheet loads about 2.4k tokens when it runs. Until then it costs about 14 tokens; SKILL.md has 1,129 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~14
When it runs · the whole SKILL.md, loaded when a task matches
~2.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from daloopa/investing at commit e2dd01d, republished under its Apache-2.0 licence (© daloopa). 1,129 words, ~2,417 tokens.

Download SKILL.mdSave it as .claude/skills/tearsheet/SKILL.md (or your agent's skills folder).
name
tearsheet
description
Quick one-page company overview and snapshot
argument-hint
TICKER

Generate a concise company tearsheet for the company specified by the user: $ARGUMENTS

This should be a quick, one-page overview — the kind of snapshot an analyst pulls up before a meeting.

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

Follow these steps:

1. Company Lookup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations below (see ../data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

1b. Current Stock Price

Get the current stock price using get_stock_prices (see ../data-access.md Section 1.7). Pass company_id and dates for the 3 most recent calendar days — use the most recent returned close price. Include the price, date, and a simple context line (e.g., 52-week range or YTD change if you have enough history from a quick start_date/end_date pull of the last 12 months). Display this prominently at the top of the report next to the company name.

2. Key Financials

Calculate periods backward from latest_calendar_quarter (8 quarters total: last 4 + year-ago for each to enable YoY): Pull:

  • Revenue
  • Gross Profit
  • Operating Income
  • EBITDA (if not reported, compute as Operating Income + D&A — label it "EBITDA (calc.)" in the report)
  • Net Income
  • Diluted EPS
  • Operating Cash Flow
  • CapEx (Purchases of property, plant and equipment)
  • Free Cash Flow (compute as Operating Cash Flow - CapEx — label it "FCF (calc.)" in the report)

For any derived/computed metric, mark it with "(calc.)" so the reader knows it's not directly sourced.

3. Key Operating KPIs

This section is strictly for business-driver metrics — the operational numbers that actually move revenue and earnings. Do NOT put financial statement items (D&A, share count, buybacks, dividends) here — those belong in the financials or capital return sections.

First, think about what the most important KPIs are for THIS specific company based on its business model and what drives its valuation. For example:

  • SaaS/cloud: ARR, net revenue retention, RPO/cRPO, customers >$100K, cloud gross margin
  • Consumer tech: DAU/MAU, ARPU, engagement metrics, installed base, paid subscribers
  • E-commerce/marketplace: GMV, take rate, active buyers/sellers, order frequency
  • Retail: same-store sales, store count, average ticket, transactions
  • Telecom/media: subscribers, churn, ARPU, content spend
  • Hardware: units shipped, ASP, attach rate, installed base, products vs services gross margin split
  • Financial services: AUM, NIM, loan growth, credit quality metrics
  • Pharma/biotech: pipeline stage, patient starts, scripts, market share
  • Industrials/energy: backlog, book-to-bill, utilization, production volumes

Then search for those specific KPIs by name, plus cast a wider net for anything else Daloopa has. Also search for:

  • Segment/product revenue breakdown
  • Geographic revenue breakdown

If the company discloses few operational KPIs (e.g., Apple stopped reporting iPhone units in 2019), acknowledge the disclosure gap explicitly rather than padding the section with financial metrics. A short note like "Apple does not disclose unit volumes or ASPs; segment revenue is the finest granularity available" is more informative than showing D&A and buybacks as fake KPIs.

Always search broadly — companies often disclose more KPIs than you'd expect. For Apple, beyond segment revenue, Daloopa also has: installed base active devices (~2.5bn), products gross margin vs services gross margin (the mix shift story), and paid subscriptions. These are real operational metrics. Search with keywords like "installed", "active", "subscriber", "margin" by segment, not just the obvious financial terms.

Pull for the same period as financials.

3b. Capital Return

Pull share count, share repurchases, and dividends paid for the same periods. This is a separate section from operating KPIs — it shows how the company is returning cash to shareholders.

4. Compute Key Ratios

Show trend over the last 4 quarters with YoY change for EACH quarter (not just the earliest):

  • Gross Margin %
  • Operating Margin %
  • EBITDA Margin %
  • Net Margin %
  • Revenue Growth (YoY)
  • EPS Growth (YoY)

If the company has strong seasonality (e.g., retail Q4, back-to-school, etc.), add a brief note flagging it so YoY comparisons are read in context rather than sequential QoQ.

Show full SKILL.md (477 more words)Show less

5. Recent Developments

Search the most recent 2 quarters of filings. Try multiple keyword searches to get coverage:

  • First search: company name + "results" or "record" for earnings highlights
  • Second search: "outlook" or "guidance" or "expect" for forward-looking commentary
  • Third search: strategy-specific terms relevant to the company (e.g., "AI", "cloud", "subscribers", "margin")
  • If a search returns empty, try broader single-keyword searches before giving up

Extract:

  • Business description / what the company does (2-3 sentences)
  • Key recent developments or announcements
  • Management's top priorities or strategic focus areas
  • Any notable management quotes (with document citations) Keep this brief — 3-5 bullet points max.

6. Five Key Tensions

Identify the 5 most critical bull/bear debates for this stock. Each tension is a single line that frames both sides. Alternate between bullish-leaning and bearish-leaning tensions. Every tension must reference a specific data point from the analysis above.

Format as a numbered list:

  1. "[Bullish factor] vs [Bearish factor]" — cite the specific metric
  2. "[Bearish factor] vs [Bullish factor]" — cite the specific metric ...etc.

This goes at the top of the report, right after the Company Overview — it gives the reader the bull/bear framing before they dive into the data.

7. News Snapshot

Run 2 WebSearch queries to gather recent context:

  1. "{TICKER} {company_name} news {current_year}" — recent headlines
  2. "{TICKER} catalysts risks {current_year}" — forward-looking events

Source quality (MANDATORY): Follow ../data-access.md Section 2.5 — cite only primary sources (SEC filings, IR pages, press releases, transcripts) and Tier-1 financial press (Reuters, Bloomberg, WSJ, FT). Never use or cite Yahoo Finance editorial, Benzinga, Seeking Alpha, Motley Fool, Zacks, TipRanks, StockTwits, Reddit, or similar aggregators/blogs.

Distill into 3-5 key events from the last 6 months, reverse chronological. Each event: date, one-line headline, sentiment tag (Positive / Negative / Mixed / Upcoming). Keep it tight — this is a tearsheet, not a research note.

8. What to Watch

Build a Quantitative Monitors list — 5 metrics with explicit thresholds:

  • Format: "Metric: current value → bull threshold / bear threshold"
  • Example: "Gross Margin: 45.2% → above 46% confirms pricing power / below 43% signals cost pressure"

Choose the 5 metrics that matter most for THIS company's thesis based on the data you pulled above. These should be actionable — an analyst should be able to check these next quarter and know whether the thesis is intact.

9. Save Report

Save to reports/{TICKER}_tearsheet.html using the HTML report template from ../design-system.md. Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.

Structure the report with these sections:

<h1>{Company Name} ({TICKER}) — Tearsheet</h1>
<p>Generated: {date}</p>

<h2>Company Overview</h2>
{2-3 sentence description from filings}

<h2>Five Key Tensions</h2>
{numbered list of 5 bull/bear debates with data citations}

<h2>Key Financials (Last 4 Quarters)</h2>
<table>
| Metric | Q(oldest) | Q | Q | Q(latest) |
{table with Daloopa citations; derived metrics marked (calc.)}
</table>

<h2>Segment / Geographic Breakdown</h2>
{segment revenue table or geographic revenue table, whichever is more relevant}

<h2>Key Operating KPIs</h2>
<table>
| KPI | Q(oldest) | Q | Q | Q(latest) |
{table with Daloopa citations — ONLY business-driver metrics, NOT financial items}
{if few KPIs available, note the disclosure gap}
</table>

<h2>Capital Return</h2>
<table>
| Metric | Q(oldest) | Q | Q | Q(latest) |
{share count, buybacks, dividends — separate from operating KPIs}
</table>

<h2>Margins & Growth</h2>
<table>
| Metric | Q(oldest) | Q | Q | Q(latest) |
| Gross Margin % | X% | X% | X% | X% |
| ... | ... | ... | ... | ... |
| Rev Growth YoY | X% | X% | X% | X% |
| EPS Growth YoY | X% | X% | X% | X% |
{each cell shows the YoY change for THAT quarter}
{note on seasonality if applicable}
</table>

<h2>Recent Developments</h2>
<ul>{bullet points from filings with document citations}</ul>

<h2>News Snapshot</h2>
{3-5 recent events with date, headline, sentiment tag}

<h2>What to Watch</h2>
{5 quantitative monitors with current value and bull/bear thresholds}

All financial figures must use Daloopa citation format: <a href="https://daloopa.com/src/{fundamental_id}">$X.XX million</a>

Tell the user where the HTML report was saved.

Give a 2-3 sentence summary of the company's current state, including an honest assessment: What is the single biggest risk or concern? Does the current valuation (price, implied multiples) seem warranted given the growth trajectory? What would make you cautious about owning this stock?

© daloopa, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in .claude/skills/tearsheet of daloopa/investing.

Open the folder on GitHubat commit e2dd01d

Compare with similar skills

Tearsheet next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Tearsheet compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Tearsheet this skilldaloopa/investing489—~2.4kAutomated safety check: PassApache-2.0
Technical Analysttradermonty/claude-trading-skills3k4 repos~4.6kAutomated safety check: PassMIT
Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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Categories

Questions about Tearsheet

What does Tearsheet do?

Quick one-page company overview and snapshot. An agent skill from daloopa/investing. Tearsheet is an agent skill from daloopa/investing.

When should I use Tearsheet?

Tearsheet fits situations like: business, Finance & HR work in your project.

How do I install Tearsheet in Claude Code?

Run `npx skills add daloopa/investing --skill tearsheet -a claude-code`. Or copy the skill folder (.claude/skills/tearsheet in daloopa/investing) into .claude/skills/tearsheet in your project. Claude Code loads it when a task matches its description.

How do I install Tearsheet in Codex?

Run `npx skills add daloopa/investing --skill tearsheet -a codex`. Or copy the skill folder (.claude/skills/tearsheet in daloopa/investing) into .agents/skills/tearsheet in your project. Codex loads it when a task matches its description.

Can I use Tearsheet in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add daloopa/investing --skill tearsheet -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tearsheet, .gemini/skills/tearsheet, .github/skills/tearsheet and .opencode/skills/tearsheet in your project.

What does Tearsheet need to run?

SKILL.md names no scripts, command-line tools or credentials: Tearsheet is instructions for the agent only.

Does Tearsheet access the network?

SKILL.md names 1 domain. In commands or code: daloopa.com; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Tearsheet safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Tearsheet use?

Tearsheet is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Tearsheet use?

About 2.4k tokens (SKILL.md is roughly 9.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Tearsheet?

Skills that share tags, products or a category with Tearsheet: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Tearsheet?

daloopa (a GitHub organization) maintains it in daloopa/investing, which has 489 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 7, 2026.

Source: daloopa/investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.