investment-proposal

Generate tailored investment proposals with structured firm overview, strategy, outcomes, and fees.

1|Updated Mar 9, 2026

Search Tags:#investment #proposal #financial-planning #portfolio-allocation #client-pitch

Ready to run

npx skills add https://github.com/kiryteo/opencode-setup --skill investment-proposal-kiryteo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: investment-proposal
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/investment-proposal
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill investment-proposal-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This tool helps financial professionals quickly generate polished investment proposals for prospective clients, reducing time to first draft and ensuring consistent messaging.

Core Features & Use Cases

Structured proposals: firm overview, client goals, strategy, outcomes, and fee structure.
Customization at scale: tailor for different clients, industries, or investment philosophies.
Use Case: Draft a client presentation for a high-net-worth prospect with a clearly mapped allocation and fee schedule.

Quick Start

Draft a tailored investment proposal for the client based on discovery insights.

Frequently Asked Questions about investment-proposal

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

When do I need a structured format for portfolio allocation presentations?▼

You need a structured format for portfolio allocation presentations during formal client pitches and discovery meetings to present investment strategies and outcomes clearly to decision makers.

Can I customize a financial planning proposal for different investment philosophies?▼

Yes, you can customize financial planning proposals at scale by tailoring the generated content for different clients, industries, or specific investment philosophies to ensure consistent messaging.

What sections should a professional investment proposal include?▼

A professional investment proposal should include a firm overview, understanding of client needs, investment strategy, expected outcomes, and a clearly defined fee structure.

When do I need a structured format for portfolio allocation presentations?▼

You need a structured format for portfolio allocation presentations during formal client pitches and discovery meetings to present investment strategies and outcomes clearly to decision makers.