Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
Install
npx skills add anthropics/financial-services --skill investment-proposalnpx skills add anthropics/financial-services --skill investment-proposal -a claude-code -gnpx skills add anthropics/financial-services --skill investment-proposal -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/agent-plugins/meeting-prep-agent/skills/investment-proposalgh skill install anthropics/financial-services investment-proposalgit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal ~/.claude/skills/investment-proposal # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal ~/.agents/skills/investment-proposal # Codex, Cursor, Gemini CLI, Copilot, OpenCode