OpenAgentSkill Registry Manifest
Skill: proposal-generation
Slug: joellewis-proposal-generation
Category: security
Description: Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.

Agent fit:
- Decision: 62/100 Prototype first
- Primary fit: Finance and quant
- Role: Fallback candidate

Supply profile:
- Track: Finance and quant workflows
- Scenario: Finance and quant
- Applicable agents: Claude Code, CLI, Codex, Cursor
- Maintenance: 2mo since push
- Risk: Needs review

Trust:
- Trust score: 78/100 Strong shortlist
- Audit: 78/100 Needs review

Attribution:
- Status: Registry indexed
- Source: github fast track
- Creator: JoelLewis
- Claim URL: https://www.openagentskill.com/skills/joellewis-proposal-generation#claim-this-skill

Install:
npx skills add JoelLewis/finance_skills --skill proposal-generation

URLs:
- Web: https://www.openagentskill.com/skills/joellewis-proposal-generation
- API: https://www.openagentskill.com/api/agent/skills/joellewis-proposal-generation
- Install API: https://www.openagentskill.com/api/skills/joellewis-proposal-generation/install
- Repository: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/proposal-generation