agentleFS
d-wweid-wwei/openclaw-financial-services/skills/fsi-ib-cmd-one-pager/SKILL.md

fsi-ib-cmd-one-pager

Skill16 starsChanged 9 months agoApache-2.0View on GitHub

Create a one-page company strip profile using branded PPT template — usage: /one-pager [company name or ticker]

The file

Show its rules and text

We split this skill into the rules it gives an agent

13 rules. About 0 are common, 11 are distinctive, and 2 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈11

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 2

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Create a professional one-page company strip profile for pitch books and deal materials.

    line 10
  2. Distinctive:

    If a company name or ticker is provided, use it.

    line 16
  3. Very specific:

    If template skills exist (e.g., techcorp-ppt-template, gs-brand-guidelines):

    line 27
  4. Distinctive:

    Ask which template to use, or if they want a clean professional format

    line 29
  5. Distinctive:

    If no template skills exist, ask:

    line 32
  6. Distinctive:

    If a template file is provided:

    line 35
  7. Distinctive:

    Use appropriate layout for one-pager content

    line 37
  8. Very specific:

    Use skill: "strip-profile" to execute the profile creation:

    line 41
  9. Distinctive:

    Ask about any specific focus areas

    line 45
  10. Distinctive:

    Use 4:3 aspect ratio (10" x 7.5")

    line 56
  11. Distinctive:

    After creating the slide:

    line 67
  12. Distinctive:

    Check for text overlap/cutoff issues

    line 69
  13. Distinctive:

    Verify all data is populated (no placeholders)

    line 70

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

One-Pager Strip Profile Command

Create a professional one-page company strip profile for pitch books and deal materials.

Workflow

Step 1: Gather Company Information

If a company name or ticker is provided, use it. Otherwise ask:

  • "What company would you like to profile?"

Step 2: Check for Available PPT Template Skills

First, check for existing ppt-template skills in the skills directory:

ls skills/ | grep -E "ppt-template|brand-guidelines"

If template skills exist (e.g., techcorp-ppt-template, gs-brand-guidelines):

  1. List available templates to the user
  2. Ask which template to use, or if they want a clean professional format
  3. Load the selected template skill with skill: "[template-name]"

If no template skills exist, ask:

  • "Do you have a branded PowerPoint template file to use? If so, provide the path. Otherwise I'll use a clean professional format."

If a template file is provided:

  1. Analyze the template structure to understand layouts
  2. Use appropriate layout for one-pager content

Step 3: Load Strip Profile Skill

Use skill: "strip-profile" to execute the profile creation:

  1. Clarify requirements:
    • Confirm single-slide format (one-pager)
    • Ask about any specific focus areas
  2. Research company data:
    • Company overview (HQ, founded, employees, leadership)
    • Business description and positioning
    • Key financials (Revenue, EBITDA, margins, growth)
    • Valuation metrics (Market Cap, EV, multiples)
    • Recent developments and news
    • Top shareholders (for public companies)
  3. Create the strip profile:
    • Use 4:3 aspect ratio (10" x 7.5")
    • 4-quadrant layout:
      • Top-left: Company Overview (bullets)
      • Top-right: Business & Positioning (bullets)
      • Bottom-left: Key Financials (table)
      • Bottom-right: Stock chart + Shareholders OR Recent News
    • Apply company brand colors
    • Include accent bars on section headers

Step 4: Visual Review

After creating the slide:

  1. Convert to image for review
  2. Check for text overlap/cutoff issues
  3. Verify all data is populated (no placeholders)
  4. Show preview to user for approval

Step 5: Deliver Output

Provide:

  1. PowerPoint file (.pptx) - the one-pager
  2. Image preview - for quick review
  3. Summary of key data points included

One-Pager Layout Reference

┌─────────────────────────────────────────────────────────────────┐
│ Company Name (TICKER)                                    [Logo] │
├────────────────────────────┬────────────────────────────────────┤
│ COMPANY OVERVIEW           │ BUSINESS & POSITIONING             │
│ • HQ, Founded, Employees   │ • Core business description        │
│ • CEO, CFO                 │ • Key products/services            │
│ • Market cap, industry     │ • Competitive positioning          │
│ • Key stats                │ • Growth drivers                   │
├────────────────────────────┼────────────────────────────────────┤
│ KEY FINANCIALS             │ STOCK PERFORMANCE / OWNERSHIP      │
│ ┌──────────────────────┐   │ [1Y Stock Chart]                   │
│ │ Metric │ FY24 │ FY25E│   │                                    │
│ │ Rev    │ $XXB │ $XXB │   │ Top Shareholders:                  │
│ │ EBITDA │ $XXB │ $XXB │   │ • Vanguard: X.X%                   │
│ │ Margin │ XX%  │ XX%  │   │ • BlackRock: X.X%                  │
│ │ EV/EBITDA │ XXx │ XXx │   │ • State Street: X.X%              │
│ └──────────────────────┘   │                                    │
└────────────────────────────┴────────────────────────────────────┘
Source: Company filings, FactSet

Quality Checklist

Before delivery:

  • All 4 quadrants populated with real data
  • No placeholder text remaining
  • Company brand colors applied
  • Accent bars on all section headers
  • Financial table properly formatted
  • Sources cited at bottom
  • No text overflow or cutoff
  • Investment banking quality (GS/MS/JPM standard)

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