What does this skill do, and when should you use it?
This skill creates professional investment proposals for prospective clients, covering prospect context, firm positioning, investment strategy, expected outcomes, fees, and onboarding. It uses client goals, risk tolerance, assets, constraints, fee sensitivity, and competing options to shape the proposal. The specified deliverables are a 12–15 slide PowerPoint presentation, a PDF leave-behind, and a one-page follow-up summary. Proposals should avoid overstating performance and must receive compliance review before presentation.
Collects prospect and household details, current financial situation, assets, goals, risk tolerance, constraints, fee sensitivity, and competition; structures firm overview, needs assessment, proposed allocation, growth scenarios, income projections, risk metrics, fees, and getting-started steps; adjusts tone and emphasis for client type, concentrated stock, robo-advisor comparisons, or price sensitivity; and produces a PowerPoint deck, PDF version, and one-page summary with disclaimers and compliance-review guidance.
- A wealth manager prepares a proposal after an introductory meeting with a prospect considering a transfer.
- An investment adviser presents retirement-income and wealth-preservation scenarios with related risk metrics.
- An adviser addresses a prospective client's concentrated company-stock position within the proposed allocation.
- A small wealth-management firm explains planning and relationship value to a prospect comparing advisers or robo-advisers.
- A client-facing team prepares a presentation, PDF leave-behind, and email summary for post-meeting follow-up.
How do you install this skill?
- The skill handles client financial and personal information without specifying redaction, access control, retention, or transmission boundaries.
- Asset allocation, Monte Carlo probabilities, tax strategies, and fee comparisons lack required calculation methods and source-data controls; generated content must not be treated as validated advice.
- Although output formats are named, no PowerPoint/PDF templates or automation dependencies are supplied; compliance review and manual fact checking remain necessary.
- Chinese localization and mainland-China suitability are unspecified; regulatory, tax, and disclosure requirements may require regional adaptation.
In Cowork, open “Settings → Plugins → Add plugin,” paste https://github.com/anthropics/financial-services, and select the Meeting Prep Agent; alternatively upload a zip containing plugins/agent-plugins/meeting-prep-agent/. In Claude Code, add the marketplace with claude plugin marketplace add anthropics/financial-services, then install it with claude plugin install meeting-prep-agent@claude-for-financial-services. The source does not document standalone installation of this individual SKILL.md.
tmp="$(mktemp -d)"
git clone --depth 1 https://github.com/anthropics/financial-services.git "$tmp"
mkdir -p ~/.claude/skills
cp -R "$tmp/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal" ~/.claude/skills/
rm -rf "$tmp"Generated from the source repository and skill path; it copies only this skill's folder. If the author's install steps above differ, follow those first. To scope it to one project, replace ~/.claude/skills with that project's .claude/skills.
How do you use this skill?
Once installed, send your agent any of these to trigger it:
- Create an investment proposal for [client]
- Prepare a prospect presentation for [client].
Provide the prospect's goals, assets, risk tolerance, constraints, current adviser or portfolio, fee context, and competing options, then use a trigger such as “Create an investment proposal for [client]” or “Prepare a prospect presentation for [client].” Request the proposed allocation, expected outcomes, fee structure, onboarding steps, disclaimers, and compliance-review status before presentation.
What are this skill's strengths and limitations?
- Covers the proposal workflow from prospect context through onboarding.
- Explicitly requires customization for client circumstances, risk tolerance, and constraints.
- Specifies scenarios, Monte Carlo probability, income projections, and risk metrics as proposal components.
- Defines PowerPoint, PDF, and one-page follow-up deliverables.
- Provides no market-data connectors, product data, or calculation scripts, so it does not independently validate projections or allocation figures.
- Does not define modeling assumptions, allocation methodology, fee benchmarks, or exact disclaimer language.
- Requires professional compliance review and is not a substitute for investment, legal, tax, or accounting advice.
- The source provides no test suite or detailed platform validation record.
How does this skill compare with similar options?
Side by side with related skills; every score comes from the same FSRS standard.
| Skill | FS score | Stars | Last updated | License |
|---|---|---|---|---|
| Investment Proposal Builder this page ✓ Anthropic · Official | 44 · Not recommended | ★ 40k | 1mo ago | Apache-2.0 |
| Investment Banking Deal Tracker ✓ Anthropic · Official | 44 · Not recommended | ★ 40k | 1mo ago | Apache-2.0 |
| Charlie CFO Skill | 53 · Use with care | ★ 325 | 8mo ago | MIT |
| Private Equity Deal Screen ✓ Anthropic · Official | 51 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
| M&A Accretion & Dilution Model ✓ Anthropic · Official | 51 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
How did FollowSkills review this skill?
The skill explicitly requests sensitive financial information such as assets, holdings, goals, and risk tolerance, while requiring realistic expectations, disclaimers, and compliance review; however, it defines no least-privilege model, data flow, retention or deletion controls, user confirmation, external-effect safeguards, or rollback, so points are deducted.
The workflow and deliverables are internally coherent and cover important proposal elements including risk, fees, transition, and disclaimers; however, there are no dependency notes, tests, input validation, abnormal-input handling, or diagnosable failure feedback, so static evidence supports only a limited score.
The prospective-client audience, scenarios, trigger phrases, input fields, and main outputs are reasonably clear; however, non-fit boundaries, trigger exclusions, Chinese-language support, regional regulatory variation, and mainland-China network fit are not addressed, so points are deducted.
The document is organized progressively around context, structure, customization, and output, while repository context supplies an Apache-2.0 license, contribution process, pinned CI validation, and maintenance signals; however, the skill lacks its own version, changelog, owner, installation dependencies, finished examples, FAQ, and explicit limitations, so points are deducted.
The skill covers the core contents of an investment proposal and specifies PowerPoint, PDF, and one-page-summary outputs, which could reduce planning effort; however, it provides no templates, data sources, calculation procedures, or verifiable output samples, leaving substantial manual production and review. The static cap limits this to 7.
The workflow and compliance requirements are auditable from the supplied source, and repository context includes plugin-validation and secret-scanning CI; however, there are no skill-specific key-path tests, third-party execution results, or representative output evidence, so independent reproducibility is limited.
Open a dimension to read why it scored that way
Evidence confidence：Low — Mostly static review, author material or a limited demo; useful for discovery, not high-risk decisions.
See the full review method →