fsi-strip-profile：金融数据PPT自动生成工具，高效创建投资分析报告

🇺🇸English

Workflow

1. Clarify Requirements

• Ask the user : Single-slide or multi-slide (3-4 slides)?
• Ask the user : Any specific focus areas or topics to emphasize?
• Only after user confirms , proceed to research

2. Research & Planning

Data Sources:

• Primary : Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
• Market data : Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
• Estimates : FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
• News : Press releases from last 90 days, M&A activity, guidance changes

Required Metrics:

• Financials : Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
• Valuation : Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
• Growth : YoY growth rates (%)
• Ownership : Top 5 shareholders with % ownership
• Segments : Product mix and/or geographic mix (% breakdown)

Normalization:

• Convert all amounts to consistent currency
• Scale consistently ($mm or $bn throughout, not mixed)

Before Building:

• Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)
• Print style choices: fonts, colors (hex codes), chart types for each data set
• Get user alignment: "Does this outline and visual strategy align with your vision?"

3. Slide-by-Slide Creation

CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.

For EACH slide:

1. Create ONLY this one slide with PptxGenJS

2. MANDATORY: Convert to image for review - You MUST convert slides to images so you can visually verify them:

   soffice --headless --convert-to pdf presentation.pptx
   pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide
   

3. MANDATORY VISUAL REVIEW : You MUST carefully examine the rendered slide image before proceeding:

   • Text overlap check : Scan every text element - do any labels, bullets, or titles collide with each other?
   • Text cutoff check : Is any text truncated at boundaries? Are all words fully visible?
   • Chart boundary check : Do charts stay within their containers? Are ALL axis labels fully visible?
   • Quadrant integrity : Does content in one quadrant bleed into adjacent quadrants?

4. If ANY overlap or cutoff is detected : Fix immediately using these strategies in order:

   • First : Reduce font size (go down 1-2pt)
   • Second : Shorten text (abbreviate, remove less critical info)
   • Third : Adjust element positions or container sizes
   • Re-render and verify again - do not proceed until all text fits cleanly

5. Show slide image to user with download link

YOU MUST CHECK FOR THESE SPECIFIC ISSUES ON EVERY PAGE:

• Table rows colliding with text below them
• Chart x-axis labels cut off at bottom
• Long bullet points wrapping into adjacent content
• Quadrant content bleeding into adjacent quadrants
• Title text overlapping with content below
• Legend text overlapping with chart elements
• Footer/source text colliding with main content

Slide Format Requirements

Information Density is Critical

The #1 goal is MAXIMUM information density. A busy executive should understand the entire company story in 30 seconds. Fill every quadrant to capacity.

Per quadrant targets:

• Company Overview : 6-8 bullets minimum (HQ, founded, employees, CEO/CFO, market cap, ticker, industry, key stat)
• Business & Positioning: 6-8 bullets (revenue drivers, products, market share %, competitive moat, customer count, geographic mix)
• Key Financials : Table with 8-10 rows OR chart + 4-5 key metrics (Revenue, EBITDA, margins, EPS, FCF, growth rates, valuation multiples)
• Fourth quadrant : 5-7 bullets (ownership %, recent M&A, developments, catalysts)

Information packing techniques:

• Combine related facts: "HQ: Austin, TX; Founded: 2003; 140K employees"
• Always include numbers: "$50B revenue" not "large revenue"
• Add context: "EBITDA margin: 25% (vs. 18% industry avg)"
• Include YoY changes: "Revenue: $125M (+28% YoY)"
• Use percentages: "Enterprise: 62% of revenue"

If a quadrant looks sparse, add more:

• Segment breakdowns with %
• Geographic revenue splits
• Customer concentration (top 10 = X%)
• Recent contract wins with $ values
• Guidance vs. consensus
• Insider ownership %

Line spacing - use single textbox per section:

def add_section(slide, x, y, w, header_text, bullets, header_size=10, bullet_size=8):
    """Header + bullets in single textbox with natural spacing"""
    tb = slide.shapes.add_textbox(x, y, w, Inches(len(bullets) * 0.18 + 0.3))
    tf = tb.text_frame
    tf.word_wrap = True

    # Header paragraph
    p = tf.paragraphs[0]
    p.text = header_text
    p.font.bold = True
    p.font.size = Pt(header_size)
    p.font.color.rgb = RGBColor(0, 51, 102)
    p.space_after = Pt(6)  # Small gap after header

    # Bullet paragraphs
    for bullet in bullets:
        p = tf.add_paragraph()
        p.text = bullet
        p.font.size = Pt(bullet_size)
        p.space_after = Pt(3)
    return tb

Key spacing principles:

• Put header + bullets in SAME textbox (no separate header textbox)
• Use space_after = Pt(6) after header, Pt(3) between bullets
• Don't hardcode gaps - let paragraph spacing handle it naturally
• If content overflows, reduce font by 1pt rather than removing content

• 3-4 dense slides - use quadrants, columns, tables, charts

• Bullets for ALL body text - NEVER paragraphs. Use ONE textbox per section with all bullets inside - do NOT create separate textboxes for each bullet point. Use PptxGenJS bullet formatting:

  // CORRECT: Single textbox with bullet list - each array item becomes a bullet
  // Position in top-left quadrant (Company Overview) - after header with accent bar
  slide.addText(
    [
      { text: 'Headquarters: Austin, Texas; Founded 2003', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Employees: 140,000+ globally across 6 continents', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'CEO: Elon Musk; CFO: Vaibhav Taneja', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Market Cap: $850B (#6 globally by market cap)', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Segments: Automotive (85%), Energy (10%), Services (5%)', options: { bullet: { indent: 10 } } }
    ],
    { x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 }
  );
  
  // WRONG: Multiple separate textboxes for each bullet - causes alignment issues
  // slide.addText('Headquarters: Austin', { x: 0.5, y: 1.0, bullet: true });
  

Bullet formatting tips:

* `bullet: { indent: 10 }` \- controls bullet indentation (smaller = tighter)
* `paraSpaceAfter: 6` \- space after each paragraph in points
* Pack multiple related facts into each bullet (e.g., "HQ: Austin; Founded: 2003")
* Include specific numbers and percentages for information density

• Title case for titles (not ALL CAPS), left-aligned

• Consistent fonts everywhere including tables

• Company's brand colors - YOU MUST research actual brand colors via web search before creating slides. Do not guess or assume colors.

• Follow brand guidelines if provided

Visual Reference

See examples/Nike_Strip_Profile_Example.pptx for layout inspiration. Adapt colors to each company's brand.

First Page Layout

Must pass "30-second comprehension test" for a busy executive.

Slide Setup (CRITICAL)

Use 4:3 aspect ratio (standard IB pitch book format):

const pptx = new pptxgen();
pptx.layout = 'LAYOUT_4x3';  // 10" wide × 7.5" tall - MUST USE THIS

Slide Coordinate System

PptxGenJS uses inches. 4:3 slide = 10" wide × 7.5" tall.

• x : horizontal position from left edge (0 = left, 10 = right)
• y : vertical position from top edge (0 = top, 7.5 = bottom)
• Content must stay within bounds - leave 0.3" margin on all sides

First Page Positioning (in inches)

┌─────────────────────────────────────────────────────────────────┐
│ y=0.2  Title: Company Name (Ticker)                             │
├────────────────────────────┬────────────────────────────────────┤
│ y=0.6  Company Overview    │ y=0.6  Business & Positioning      │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.0                      │ h=3.0                              │
├────────────────────────────┼────────────────────────────────────┤
│ y=3.7  Key Financials      │ y=3.7  Stock/Recent Developments   │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.5                      │ h=3.5                              │
└────────────────────────────┴────────────────────────────────────┘
                                                            y=7.5

Title Section (y=0.2)

Company Name (Ticker) - Example: Tesla, Inc. (TSLA)

slide.addText('Tesla, Inc. (TSLA)', { x: 0.3, y: 0.2, w: 9.4, h: 0.35, fontSize: 18, bold: true });

4-Quadrant Layout (y=0.6 to y=7.2)

Font Sizes - USE THESE EXACT VALUES

CRITICAL: If text overflows, REDUCE font size by 1pt and re-render.

Visual Accents (REQUIRED)

Each quadrant header MUST have a colored accent bar to the left:

// Add accent bar for quadrant header
slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 0.6, w: 0.08, h: 0.25,
  fill: { color: 'E31937' }  // Use company brand color
});
slide.addText('Company Overview', {
  x: 0.45, y: 0.6, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});

Visual elements to include:

• Accent bars next to all section headers (brand color)
• Thin horizontal divider line between top and bottom quadrants
• Company logo in top-right corner if available
• Subtle gridlines in tables (light gray #CCCCCC)

First Page Formatting

• Font: Arial (or as specified by user/brand guidelines)
• Quadrant titles : Title Case (not ALL CAPS), e.g., "Company Overview" not "COMPANY OVERVIEW"
• Bullets : Bold key terms at start, e.g., "Market Position: Leading global manufacturer..."
• White background only — no boxes, fills, or shading
• Section headers: bold text, follow brand guidelines for styling
• All quadrants equally sized and aligned

Subsequent Pages: Free-Form Layouts

• Two-column (40/60 or 50/50), full-slide charts, or sidebar layouts
• Each page elaborates on first page content
• Maintain consistent typography and color scheme
• Suggested flow: Products/Market → Financial Analysis → Leadership

Charts (Multi-Slide Profiles)

For multi-slide profiles : Include 2-3 actual PptxGenJS charts. Never use placeholder divs or static images.

For single-slide profiles : Use tables for financials (more space-efficient). Only add a chart if it replaces the table, not in addition to it.

Chart Code Examples

Horizontal Bar (fits in bottom-right quadrant for 4:3 slide):

slide.addChart(pptx.charts.BAR, [{
  name: 'FY2024 Revenue by Region',
  labels: ['North America', 'EMEA', 'China', 'APLA'],
  values: [21.4, 13.6, 7.6, 6.7]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,  // Fits in bottom-right quadrant (4:3)
  barDir: 'bar', chartColors: ['FF6B35'], showValue: true,
  dataLabelFontSize: 10, catAxisLabelFontSize: 10, valAxisLabelFontSize: 10,
  dataLabelFormatCode: '$#,##0.0B',
  title: 'Revenue by Geography', titleFontSize: 12, titleBold: true
});

Pie Chart (fits in bottom-right quadrant for 4:3 slide):

slide.addChart(pptx.charts.PIE, [{
  name: 'Product Mix',
  labels: ['Footwear', 'Apparel', 'Equipment'],
  values: [68, 29, 3]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,  // Fits in bottom-right quadrant (4:3)
  showPercent: true, showLegend: true, legendPos: 'r',
  dataLabelFontSize: 10, legendFontSize: 10,
  chartColors: ['FF6B35', '2C2C2C', '4A4A4A'],
  title: 'Revenue Mix FY24', titleFontSize: 12, titleBold: true
});

Line Chart (full width for subsequent slides):

slide.addChart(pptx.charts.LINE, [{
  name: 'Revenue ($B)',
  labels: ['FY21', 'FY22', 'FY23', 'FY24', 'FY25E'],
  values: [44.5, 46.7, 48.5, 51.4, 54.2]
}], {
  x: 0.3, y: 1.2, w: 9.4, h: 5.5,  // Full width for 4:3 slide
  chartColors: ['FF6B35'], showValue: true, lineSmooth: true,
  dataLabelFontSize: 11, catAxisLabelFontSize: 11, valAxisLabelFontSize: 11,
  title: 'Revenue Trend & Forecast', titleFontSize: 14, titleBold: true
});

Financial Data Formatting

Always use native PptxGenJS tables or charts - NEVER plain text prose or HTML tables.

Use slide.addTable() for financial data (fits in bottom-left quadrant for 4:3 slide):

// Add header with accent bar first
slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 3.7, w: 0.08, h: 0.25, fill: { color: 'E31937' }
});
slide.addText('Key Financials & Valuation', {
  x: 0.45, y: 3.7, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});

// Financial data table
slide.addTable([
  [{ text: 'Metric', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY24', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY25E', options: { bold: true, fill: '003366', color: 'FFFFFF' } }],
  ['Revenue', '$51.4B', '$54.2B'],
  ['YoY Growth', '+6.0%', '+5.5%'],
  ['EBITDA', '$8.9B', '$9.5B'],
  ['EBITDA Margin', '17.3%', '17.5%'],
  ['EPS', '$3.42', '$3.75'],
  ['Market Cap', '$185B', '—'],
  ['EV/EBITDA', '12.5x', '11.7x']
], {
  x: 0.45, y: 4.1, w: 4.3, h: 3.0,  // Below header in bottom-left quadrant
  fontFace: 'Arial', fontSize: 10,
  border: { pt: 0.5, color: 'CCCCCC' },
  valign: 'middle',
  colW: [1.8, 1.25, 1.25]  // Column widths
});

❌ Incorrect: Plain text like Note: FY2024 revenue growth +1.0%, Net Income $5.1B... ❌ Incorrect: HTML tables that don't convert properly to PowerPoint

For projections, use Bear/Base/Bull case scenarios in structured tables.

Quality Checklist

First Page

• Title section with company name, ticker, industry
• Exactly 4 equal quadrants below title
• All bullets, no paragraphs, 1 line max each
• Financials in table or chart (not both)

All Slides

• No text overflow or cutoff
• Consistent fonts and colors throughout
• Charts render correctly
• No placeholder text - all actual data
• Consistent scaling ($mm or $bn, not mixed)
• Sources cited
• Investment banking quality (GS/MS/JPM standard)

Note: Reference the PPTX skill for PowerPoint file creation.

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Repository

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GitHub Stars

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First Seen

Feb 25, 2026

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