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Investment proposal for a prospect v1.0.0

Use this resource to draft an investment proposal for a prospective client

New

  • 415 downloads
  • 230 likes
  • 155 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-investment-proposal

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent gathers the prospect's situation, goals and constraints, then structures the proposal and adapts it to their preferences. You get a complete client proposal ready to present.

Mostly picked by

Updated November 2, 2026

Card for the “Investment proposal for a prospect” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: prospect context inputs
  • SKILL.md: proposal structure and personalisation

Good fit for

  • A prospect meeting with a saver who already has an adviser
  • Presenting a new strategy to existing clients

Not for

    Tags

    • proposal
    • prospect
    • allocation
    • fees

    About

    You say

    “Propose a cautious allocation to a couple preparing for retirement in eight years, comparing their current fees.”

    Card for the “Investment proposal for a prospect” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to draft an investment proposal for a prospective client
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.6 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal
    Licence
    Apache-2.0

    Notice

    « investment-proposal » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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