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Finance Modelling

Company Tear Sheet

One-page tear-sheet generator — composes a structured spec and delegates to xlsx_author.

tear_sheet

Overview

Same pattern works for IcMemoTool → pptx_author. Keeps each tool's surface area small and the composition explicit.

How it works

WORKSPACE_WRITE (writes a file). Input shape: target path + a company snapshot (ticker, name, sector, market cap, EV, last price, plus financials).

Example

When a user asks:

Produce a tear sheet for ACME Corp.

the agent calls the tool:

tear_sheet(path="ACME_tear_sheet.xlsx", company={ticker:"ACME", name:"ACME Corp", ...})

and gets back: wrote ACME_tear_sheet.xlsx (1 sheet, 24 rows, 3 named ranges)

What it's good for

Real scenarios where agents put this tool to work.

Banking / equity-research agent: end-to-end company write-up
Composite finance pipeline: comps + dcf → tear_sheet → reviewer

Source

Implementation lives at swarmai-tools/src/main/java/ai/intelliswarm/swarmai/tool/finance/TearSheetTool.java in the swarm-ai repository.

Open tear_sheet on GitHub →