| name | equity-research-report |
| description | Create institutional-grade investment research reports with sell-side styling, dense information layout, and comprehensive section structure. Use for equity, fixed-income, strategy, sector, derivatives, ETF, or quantitative research. Mimics Goldman Sachs, Morgan Stanley, or JPMorgan style with cover pages, exhibit-numbered charts, glossary, and disclosures. Supports PDF, DOCX, and PPTX output. |
Institutional Research Report
Create polished investment research reports styled after top-tier sell-side research with dense content-rich pages and comprehensive section structure.
Reference Source
- Source type: Uploaded artifact (PDF)
- Reference artifact type: PDF
- Reference File Type: PDF
- Original reference: Goldman Sachs Global Investment Research report on VIX ETPs (35 pages)
Supported Outputs
| Format | Support |
|---|
| PDF | Primary output - best fidelity for the reference style |
| DOCX | Supported - editable document with full styling |
| PPTX | Supported - for slide-deck adaptation of research content |
Default output: DOCX (when user does not specify a format)
Font Strategy
The reference uses Univers LT Std (regular, light, bold) as the primary font family with Roboto Condensed for labels and Arial for chart elements.
- For Latin-only content, use a clean neo-grotesque sans-serif as the primary font (Univers, Helvetica Neue, or Arial)
- For mixed CJK/Latin content, use a single CJK-capable font family consistently across the entire document:
- English + CJK: Noto Sans CJK, Source Han Sans, or PingFang SC for all text
- Preserve the reference's visual character: clean, modern, institutional sans-serif
- Never leave any component (headings, body, tables, captions, headers, footers, cover text) on a default Latin-only font while patching CJK support elsewhere
- Table cells with CJK text must wrap and grow vertically; do not clip or allow overflow
Workflow
- Read the style contract at
references/style_contract.md for complete visual specifications
- Read the structure contract at
references/structure_contract.md for document organization rules
- Gather content from the user (topic, data, charts, analysis)
- Build the document section by section following the structure contract
- Apply the style contract consistently across all elements
Style Quick Reference
Color Palette
- Primary:
#003B5C (deep navy blue) - cover bar only
- Table header:
#D6DCE4 (light blue-gray) with dark text
- Text:
#333333 (dark charcoal) - body text; #000000 - headings
- Secondary:
#4472C4 (medium blue) - links, sidebar headings, emphasis
- Chart colors:
#4472C4, #5B9BD5, #A5A5A5, #264478, #636363
- Background:
#FFFFFF (white); light gray #F2F2F2 for alternating table rows, sidebar
Cover Page (DENSE CONTENT-RICH)
- Top navy blue (
#003B5C) banner spanning full width, white title text ~32pt
- Date left, firm name right on banner
- Subtitle below banner in dark charcoal ~18pt
- Two-column layout: left ~60% has summary sections with blue headings; right ~40% has light gray sidebar with analyst info and "N Things to Know" numbered list
- Bottom disclaimer in 8pt small text
- Cover must be dense with information, NOT minimalist
Page Layout
- US Letter (8.5 x 11 in) or A4
- Margins: top ~1in, bottom ~0.8in, left ~1in, right ~1in
- Single-column for body; two-column for cover page only
Typography Scale
| Element | Size | Weight | Color |
|---|
| Cover title | 30-32pt | Bold | White on navy |
| Cover subtitle | 18pt | Regular | Dark charcoal |
| H1 (section) | 16-18pt | Bold | Dark charcoal, underline |
| H2 (subsection) | 12-13pt | Bold | Dark charcoal |
| H3 (sub-sub) | 11pt | Bold | Dark charcoal |
| Body text | 10pt | Regular | Dark charcoal |
| Caption/source | 8pt | Italic | Gray |
| Header (date/sector) | 8pt | Regular | Gray |
| Footer (firm) | 8pt | Regular | Gray |
| Page number | 8pt | Regular | Gray |
| Disclosure text | 9pt | Regular | Dark charcoal |
| Glossary term | 10pt | Bold | Dark charcoal |
Tables
- Header row: light blue-gray (
#D6DCE4) background with dark bold text (NOT dark navy with white text)
- Alternating white / light gray (
#F2F2F2) data rows
- Thin gray borders
- "Exhibit N:" prefix for numbered tables
- Source line in italic below table
Charts
- Gray border and light gray (
#D9D9D9) title bar background
- "Exhibit N:" prefix for numbered charts
- Bar charts: navy/blue palette; Line charts: navy + gray
- Source line in italic below
- Axis labels: 8-9pt sans-serif
Headers/Footers (on all body pages)
- Header: date (left), region/sector tag (right), 8pt gray, separated by thin rule
- Footer: firm name + division (left), page number (right), 8pt gray, separated by thin rule
Section Structure
A complete report must include ALL of these sections:
- Cover Page - Dense layout with banner, title, two-column summary, sidebar, disclaimer
- Table of Contents - With right-aligned page numbers
- Executive Summary - With FULLY BOLD opening thesis paragraph
- Body Sections (multiple) - Analytical content with exhibits
- Appendix: Where to find stuff - Data sources and methodology links
- Glossary of Terms - Defined key terminology
- Disclosure Appendix - Legal disclaimers and regulatory disclosures
Key Rules
- All exhibits (charts, tables) use sequential "Exhibit N:" numbering (NOT "Figure N:")
- Source citations must appear below every exhibit in italic
- Cover page must have navy blue banner with white title text; dense with content
- Table of Contents has right-aligned page numbers
- Executive Summary opening paragraph must be fully bold (core thesis)
- Document ends with Glossary of Terms then Disclosure Appendix
- Bullet points use filled circles with bold lead-in text
- Hyperlinks in medium blue (
#4472C4), underlined
- High information density - 35+ pages typical; pack content tightly
- NO colored callout boxes (no "Key Finding", "Warning", or similar bordered boxes)
- NO minimalist cover - cover must be content-rich with sidebar and summaries
- Include mathematical formulas with labels on left, equations on right
Output Notes
- DOCX: Apply styles via native style system; use theme colors for navy/medium-blue; table headers use light blue-gray
- PDF: Maintain exact color values and spacing; embed fonts; high density layout
- PPTX: Adapt cover as title slide; each major section becomes a slide; exhibits on separate slides
