Save your styling preferences once—blue/black/red/green color codes, yellow highlights, Goldman Sachs formatting standards—and every model Shortcut builds follows your rules

AI Preferences: Your Firm's Formatting Standards, Automatically Applied

Every financial institution has formatting standards. Some use the classic investment banking blue-black-red-green color scheme. Others have custom brand colors. Many follow specific conventions developed at firms like Goldman Sachs.

Shortcut's AI Preferences let you define these standards once, then every model built follows them automatically. No more reformatting after AI generates your spreadsheets.

Setting Your Style Preferences

🎨 Color Schemes

• Headers: Typically blue (#4472C4)
• Inputs: Blue or light blue backgrounds
• Calculations: Black text on white
• Outputs: Bold or green highlighting

⭐ Highlight Conventions

The classic Goldman Sachs standard uses yellow highlights for cells requiring attention: manual inputs, errors, or items flagged for follow-up.

Industry Standard Templates

💼 Investment Banking Style

Blue headers (#4472C4), blue input cells (#D9E1F2 background), black calculations on white, green borders for output sections, yellow highlights for review items.

🏦 Private Equity Style

Darker blue headers (#002060), light gray backgrounds for calculations (#F2F2F2), bold section dividers, red for warning/error conditions.

⚡ Consistency Across Teams

With enterprise plans, set firm-wide AI Preferences. Every analyst's Shortcut output matches the same standard, whether they've been at the firm for six months or six years.

Set your AI Preferences

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