Investor Report Template Generator

Goal

Provide the user with a fully formatted, investor-ready report template—complete with cover page, table of contents, numbered sections, placeholders, and styling hints—tailored to the chosen company, report period, and report type.

Inputs to gather

• Company name (legal name for branding throughout the template).
• Report period (defines the timeframe the report covers).
• Report type (e.g., Quarterly Results, Annual Report; drives required content). Before doing any work, ask the user for these inputs in ONE message. Skip anything they already provided. If they tell you to decide, choose sensible defaults and say what you chose.

Workflow

1. Compile Requirements
   a. List every quantitative and qualitative item that must appear in a report of the given type for the specified company and period.
   b. Organize the list under these headers: Financial Metrics, Operational Highlights, Strategic Updates, Risk Factors, Outlook & Guidance, Compliance/Regulatory Notes, Appendices.
   c. For each item, note recommended data sources (e.g., audited financials, management commentary).
   d. Deliver as a bullet list.

2. Build the Outline
   a. Convert each header into a major report section.
   b. Add logical sub-sections with short descriptors of expected content.
   c. For every sub-section, suggest formatting hints (tables, charts, narrative, KPIs).
   d. Present the outline in hierarchical numbered form (1, 1.1, 1.2 …).

3. Draft Boilerplate Text
   a. Using the outline, create professional, investor-focused boilerplate for each section.
   b. Insert ALL-CAPS placeholders where specific figures or company-specific content will go (e.g., REVENUE_GROWTH_%).
   c. Suggest call-outs or infographics where useful.
   d. Retain the same numbered structure.

4. Format into Ready-to-Use Document
   a. Add a cover page containing: COMPANY_NAME, REPORT_PERIOD, REPORT_TYPE, and a logo placeholder.
   b. Insert a clickable table of contents that mirrors section numbers.
   c. Apply consistent heading styles, indicating them in brackets: [H1], [H2], [H3].
   d. Ensure clear line breaks for plain-text readability.

5. Review & Refine
   a. Cross-check that every requirement from Step 1 appears in the final document.
   b. Verify placeholder consistency (ALL-CAPS).
   c. Confirm all formatting instructions are present and correct.
   d. If anything is missing or inconsistent, revise before presenting the final version.

6. Final Check-In
   Present the completed template to the user and ask if additional tweaks or custom sections are needed.

Output

A plain-text investor report template that includes:
• Cover page with placeholders.
• Clickable table of contents.
• Numbered, hierarchically structured sections and sub-sections.
• Boilerplate narrative with ALL-CAPS placeholders for data.
• Formatting cues (headings, tables, charts, infographics).
Length: as long as necessary to cover all sections, but concise and well-structured.