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investment-proposal

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Personalized investment proposals.

Finance & Accounting#investment#risk management#asset allocation#portfolio#proposal#tax-aware
Authorhvkshetry
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill addresses the complexity of creating tailored investment proposals by integrating household financial data, risk tolerance, and market conditions.

Core Features & Use Cases

  • Tax-Aware Proposal Generation: Creates investment recommendations that consider tax implications.
  • Risk Management Integration: Ensures proposals align with defined risk limits (e.g., ES <= 2.5%).
  • Drift Analysis: Identifies and suggests trades to rebalance portfolios.
  • Use Case: Generate a comprehensive investment proposal for a client, including a proposed asset allocation, a list of recommended trades with tax considerations, and a risk assessment before and after the proposed changes.

Quick Start

Build a tax-aware investment proposal based on current household holdings, risk limits, and stated objectives.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: investment-proposal
Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#investment-proposal

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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