skills/public-equity-investing/internal-support/style-guide-adapter/references/output-templates.md

# Output Templates

Use these templates when producing user-facing outputs from the style-guide-adapter skill.

## Style profile

```markdown
# Style profile: [target institution / client / artifact]

## Source basis
| Source | Type | Priority | Freshness | Relevance | Confidence |
|---|---|---:|---|---|---:|

## Style rules
### Visual system
- Colors:
- Fonts / type hierarchy:
- Spacing / grid:
- Logos / marks / imagery:

### Layout grammar
- Titles:
- Footers / sources:
- Section dividers:
- Exhibit placement:
- Appendix treatment:

### Charts and tables
- Chart styling:
- Table styling:
- Units / decimals / number format:
- Scenario / variance color logic:
- Footnotes / sources:

### Writing voice
- Tone:
- Headline style:
- Bullet style:
- Caveat / risk style:
- Citation style:

## Do-not-change rules
- [Sensitive content/data/formulas/citations/notes to preserve]

## Assumptions and open questions
- [Style assumption] [basis] [confidence]
- [Conflict / missing input] [recommended resolution]
```

## Restyle change log

```markdown
## Style adaptation summary

**Style sources used:** [sources and confidence]
**Mode:** [extract / apply via artifact tool / create in style / QC]
**Artifact:** [deck / memo / spreadsheet / text]

### Changes made
| Area | Change | Basis | Confidence |
|---|---|---|---:|
| Visual/layout |  |  |  |
| Charts/tables |  |  |  |
| Writing/voice |  |  |  |
| Footnotes/sources |  |  |  |

### Preserved
- Data/formulas:
- Citations/source links:
- Notes/comments/tracked changes:
- Hidden sheets/slides/appendix:
- Other sensitive elements:

### Open issues
- [Missing source, conflict, or style assumption]
```

## Style QC report

```markdown
# Style QC report: [artifact]

## Overall assessment
- **Match level:** [high / medium / low]
- **Primary gap:** [one-sentence diagnosis]
- **Highest-priority fixes:** [top 3]

## Findings
| Priority | Location | Issue | Target rule | Recommended fix | Risk if ignored |
|---|---|---|---|---|---|
| High |  |  |  |  |  |

## Source and evidence notes
- [Style facts and inferences]
- [Conflicts or stale-source concerns]
```

## No-context fallback response

When the user provides no style source, do not stop. Use this structure:

```markdown
I can create a conservative institutional finance style profile and edit plan now. If an artifact-editing tool is available for this file type, I can apply safe style edits there. Fidelity will improve if you provide a final approved precedent, template, or style guide.

Default style assumptions:
- clean executive layout, high contrast, restrained palette
- concise so-what titles and parallel bullets
- clear source lines, units, and footnotes
- no deletion or overwrite of data, formulas, notes, citations, or hidden content

Next best source to provide: [one targeted ask]
```

Then proceed with the task using generic institutional finance conventions.

## Source conflict note

```markdown
I found a style conflict: [source A] uses [rule], while [source B] uses [rule]. I followed [selected source] because [hierarchy reason]. I left [conflicting item] unchanged / applied [safe compromise] where the conflict was unresolved.
```


## Public Equity Style QA Addendum

Include `source posture preserved`, `numbers/citations preserved`, `caveats preserved`, `confidence labels preserved`, and `substantive edits separated from style edits` in the change log for equity research artifacts.