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investment-proposal

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".

70

Quality

85%

Does it follow best practices?

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SKILL.md
Quality
Evals
Security

Quality

Content

75%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A clear, actionable, well-structured instruction skill that guides Claude through gathering prospect context and assembling a six-section proposal. It is concise without padding and well-organized, with only minor room for tightening and added verification guidance.

Suggestions

Add an explicit verification step before output (e.g., 'Confirm all six sections are populated and disclaimers are present before exporting') to strengthen the workflow's checkpoint.

Trim or consolidate advisory bullets in 'Important Notes' that restate professional norms Claude already applies (e.g., 'Don't oversell performance').

Provide a populated example row in the allocation table to make the template immediately copy-paste ready.

DimensionReasoningScore

Conciseness

The body is a lean, well-structured workflow with bullet points and no padding of concepts Claude already knows; a few advisory bullets in 'Important Notes' could be tightened, but overall efficient.

4 / 5

Actionability

Provides concrete, specific guidance — numbered steps, section-by-section sub-bullets, page counts, a discovery checklist, and an allocation table template — giving Claude exactly what to produce, with only minor gaps (e.g., the empty table row is a placeholder).

4 / 5

Workflow Clarity

A clearly sequenced four-step process (context, structure, customization, output) with a compliance-review checkpoint noted; no explicit validate-fix-retry loop, but the task is single-output document generation rather than a destructive or batch operation, so the missing-feedback-loop cap does not apply.

4 / 5

Progressive Disclosure

Well-organized into clearly labeled sections with no nested references and no bundle files; content is appropriately contained in one file, though at ~85 lines it exceeds the under-50-line simple-skill exception that would warrant a 5.

4 / 5

Total

16

/

20

Passed

Description

95%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A well-crafted description that clearly states capabilities, use conditions, and natural trigger phrases in third-person voice. It is specific, complete, and highly distinct with minimal conflict risk.

DimensionReasoningScore

Specificity

Names the domain ('investment proposals') and several concrete components ('firm's approach, proposed allocation, expected outcomes, and fee structure'), but these are topics covered rather than multiple discrete actions, leaving minor coverage gaps versus a fully comprehensive action list.

4 / 5

Completeness

Explicitly answers both 'what' (create professional investment proposals covering approach, allocation, outcomes, fees) and 'when' ('Use when pitching new clients or presenting a new investment strategy') with concrete trigger phrases.

5 / 5

Trigger Term Quality

Provides five natural trigger phrases users would say ('investment proposal', 'prospect presentation', 'pitch new client', 'proposal for [client]', 'new client presentation'), covering synonyms and common variations comprehensively.

5 / 5

Distinctiveness Conflict Risk

Occupies a clear niche (investment proposals for prospective clients) with distinct, domain-specific triggers that minimize overlap risk with other skills.

5 / 5

Total

19

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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