investment-proposal Skill
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [c Published by anthropics in financial-services.
What is investment-proposal Skill?
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [c Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using financial-services
Technical details
- Install or run with Copy skill directory
When to use investment-proposal Skill
- Use it for developers using financial-services.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal/SKILL.md
What it does
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [c
Skill instructions
Investment Proposal Workflow Step 1: Prospect Context Gather: - Prospect name and household details - Current situation: Existing advisor? Self-directed? What prompted the meeting? - Assets: Estimated AUM, account types, current holdings (if shared) - Goals: Retirement, wealth preservation, growth, income, education, estate - Risk tolerance: Conservative, moderate, aggressive (or questionnaire score) - Constraints: ESG preferences, concentrated stock, illiquidity needs - Fee sensitivity: What are they paying now? - Competition: Who else are they considering? Step 2: Proposal Structure I. About Our Firm (1 page) - Firm overview, history, AUM - Investment philosophy (in plain English) - Team bios (relevant to this client) - Client service model (how often do we meet, who do they call) II. Understanding Your Needs (1 page) - Restate their goals and concerns — show you listened - Key planning considerations identified in discovery - What success looks like for them III. Proposed Investment
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Frequently asked questions
What is investment-proposal?
investment-proposal is a open-source AI agent skill with Copy skill directory. Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure.
Who is investment-proposal best for?
investment-proposal is best for reusing agent instructions, scripts, and references.
How do I install investment-proposal?
Install or run investment-proposal using Copy skill directory. Check investment-proposal for the latest setup command.
Is investment-proposal actively maintained?
investment-proposal may need a closer maintenance check before production use.
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