proposal-generation

Generate end-to-end investment proposals covering risk profiling.

What this skill does for you

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'.

Quoted from the skill description in the pinned source

Who made it

Publisherjoellewis

Repositoryfinance_skills

Installs586as of Sep 27, 2026

Use it with Edge

Set up Edge for me: read getedge.cc/SKILL.md and follow it. Then use Edge to load the proposal-generation skill from joellewis/finance_skills.

Paste it into Claude, ChatGPT, Codex or Cursor.

Or read the skill source first.

Security evidence

Security state at 2026-09-30: reviewed. State definitions. This records static evidence for this revision; live load eligibility is checked again.

3 static scans, 0 counted findings. The listed scanners recorded the results shown for this package revision.

Scanner	Date	Result
Edge static checks	2026-09-27	Pass
Cisco skill-scanner	2026-09-27	Pass
Semgrep Edge rules	2026-09-27	Pass

Static scans check the code, not how well the skill works.

Scanner scope, raw findings and mirrored provider records

Socket (skills.sh mirror): Version unavailable. Scope: Not supplied by the mirrored record. Revision: not supplied. Raw findings: not supplied. Counted findings: Not supplied.

Snyk (skills.sh mirror): Version unavailable. Scope: Not supplied by the mirrored record. Revision: not supplied. Raw findings: not supplied. Counted findings: Not supplied.

Edge static checks (Edge-run): edge-static/1.0.1. Scope: Static patterns for remote execution, credentials with network sends, obfuscation, prompt overrides, hidden Unicode, binaries and persistence. Revision: 5c498eacf7057e31238c4c5a8012a1afe9ec7c8a. Raw findings: . Counted findings: .

Cisco skill-scanner (Edge-run): cisco-skill-scanner/2.1.0. Scope: Local static, YARA, pipeline and behavioral analyzers; no LLM or AI Defense analysis. Revision: 5c498eacf7057e31238c4c5a8012a1afe9ec7c8a. Raw findings: 1. Counted findings: .

Semgrep Edge rules (Edge-run): semgrep/1.178.0+edge-rules.c15016a36fd3+offline-v1. Scope: Six Edge-authored static rules with Semgrep CE; offline execution and metrics disabled. Semgrep-maintained rules excluded. Revision: 5c498eacf7057e31238c4c5a8012a1afe9ec7c8a. Raw findings: . Counted findings: .

Source and licence

Repository: https://github.com/joellewis/finance_skills
Pinned skill file: View source at revision
Revision: 5c498eacf7057e31238c4c5a8012a1afe9ec7c8a
Package hash: sha256:c792c2d9ee946828167afa4596e0fd753805f59cdc44551e9ce99d5239231a1c
Licence: MIT