◆ Output
What it produces
Professional investment proposal with allocation recommendation, return expectations, risk analysis, and fees
◆ Audience
Best for
New client pitchesstrategy updatesRFP responses
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/investment-proposal New client proposal — $5M portfolio, moderate risk
›/investment-proposal Pitch revised allocation to existing client
›/investment-proposal Build IPS and proposal for attached prospect profile
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Investment Proposal folder on GitHub, download it as a ZIP file. Or download the full Wealth Management vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /investment-proposal in Claude
Open Claude, type /investment-proposal, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Wealth Management