investment-proposal
100 / 100 · Low risk
Fine to try.
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".
What this skill can do
We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.
Install
Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.
if [ -e ~/.agents/skills/'investment-proposal' ] || [ -L ~/.agents/skills/'investment-proposal' ]; then echo 'A skill folder named investment-proposal already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/ahang1598/doubao-workbuddy-qwenwork-skills' "$d" && git -C "$d" checkout --quiet '5e45653f59a2e4a2a65f575e8aaf7637165674d5' -- 'workbuddy/cb_teams_experts/plugins/wealth-management/skills/investment-proposal' && mkdir -p ~/.agents/skills && cp -R "$d"/'workbuddy/cb_teams_experts/plugins/wealth-management/skills/investment-proposal' ~/.agents/skills/'investment-proposal' && rm -rf "$d"; fi
Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'investment-proposal' ~/.claude/skills/'investment-proposal' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.
Badge for your README
[](https://zalavijaysinh.github.io/skilltrust/repos/ahang1598/doubao-workbuddy-qwenwork-skills/)
Score history
| Date | Version | Score |
|---|---|---|
| 2026-11-07 | 5e45653 | 100 |
Also found in
- infometa/workbuddyskills/experts/wealth-management/skills/investment-proposal
- infometa/workbuddyskills/plugins/cb_teams_marketplace/plugins/wealth-management/skills/investment-proposal