Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add leecyno1/boutique-skills --skill anthropic-fs-wealth-management-investment-proposalgit clone --depth 1 https://github.com/leecyno1/boutique-skillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-investment-proposal)<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-investment-proposal"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-investment-proposal/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-investment-proposal"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-investment-proposal.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00068 | $0.00760 |
| Opus 5 | $0.00034 | $0.00380 |
| Sonnet 5 | $0.00014 | $0.00152 |
| Haiku 4.5 | $0.00007 | $0.00076 |
Grade A, and why
investment-proposal scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
This is a copy
100% identical to investment-proposal — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.
How it starts
The opening of the file, as written. The whole thing — 89 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Investment Proposal
Workflow
Step 1: Prospect Context
Gather:
- Prospect name and household details
- Current situation: Existing advisor? Self-directed? What prompted the meeting?
- Assets: Estimated AUM, account types, current holdings (if shared)
- Goals: Retirement, wealth preservation, growth, income, education, estate
- Risk tolerance: Conservative, moderate, aggressive (or questionnaire score)
- Constraints: ESG preferences, concentrated stock, illiquidity needs
- Fee sensitivity: What are they paying now?
- Competition: Who else are they considering?
Step 2: Proposal Structure
I. About Our Firm (1 page)
- Firm overview, history, AUM
- Investment philosophy (in plain English)
- Team bios (relevant to this client)
- Client service model (how often do we meet, who do they call)
II. Understanding Your Needs (1 page)
- Restate their goals and concerns — show you listened
- Key planning considerations identified in discovery
- What success looks like for them
III. Proposed Investment Strategy (2-3 pages)
- Recommended asset allocation with rationale
- How allocation maps to their goals and risk tolerance
- Investment vehicles (ETFs, mutual funds, individual securities, alternatives)
- Tax-aware strategy (asset location, tax-loss harvesting)
Proposed allocation:
| Asset Class | Allocation | Vehicle | Rationale |
|---|---|---|---|
IV. Expected Outcomes (1-2 pages)
- Projected growth scenarios (conservative, moderate, optimistic)
- Monte Carlo probability of meeting goals
- Income projections (if retirement or income-focused)
- Risk metrics (max drawdown, volatility)
- Comparison to current portfolio (if known)
V. Fee Structure (1 page)
- Advisory fee schedule (tiered if applicable)
- Underlying fund expenses
- Total all-in cost estimate
- How fees compare to industry averages
- Value proposition — what they get for the fee
VI. Getting Started (1 page)
- Account opening process
- Asset transfer timeline
- Transition plan (if moving from another advisor)
- First 90 days — what to expect
- Required documents and next steps
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 8d ago First seen · 89 lines · 68 tokens per session scan A 69cecd980f44
investment-proposal is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed today), licensed MIT. It adds 68 tokens to every session and 760 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to investment-proposal, differing in 0 lines, and is treated as a copy.
Other skills, from other repositories
dcf-model
Build discounted cash flow valuation workbooks in Excel.
comps-analysis
Build comparable-company valuation workbooks in Excel.
tear-sheet
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or…
pitch-deck
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not…
lbo-model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
ppt-template-creator
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.