fsi-wm-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/'fsi-wm-investment-proposal' ] || [ -L ~/.agents/skills/'fsi-wm-investment-proposal' ]; then echo 'A skill folder named fsi-wm-investment-proposal already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/d-wwei/openclaw-financial-services' "$d" && git -C "$d" checkout --quiet '377ef57edf89277df06a2ff67dce09b40330423b' -- 'skills/fsi-wm-investment-proposal' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/fsi-wm-investment-proposal' ~/.agents/skills/'fsi-wm-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/'fsi-wm-investment-proposal' ~/.claude/skills/'fsi-wm-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/d-wwei/openclaw-financial-services/)
Score history
| Date | Version | Score |
|---|---|---|
| 2026-11-08 | 377ef57 | 100 |