Proposal Generation
JoelLewis/finance_skills/plugins/advisory-practice/skills/proposal-generationby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/examples.md | 13.3 KB | text/markdown |
| SKILL.md | 34.6 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/proposal-generationat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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