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 yuping322/financial-services-plugins-new --skill investment-proposalgit clone --depth 1 https://github.com/yuping322/financial-services-plugins-newWrote 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/yuping322/financial-services-plugins-new/investment-proposal)<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/investment-proposal"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/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/yuping322/financial-services-plugins-new/investment-proposal"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/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 | $0.00000 | $0.00752 |
| Opus 5.5 | $0.00000 | $0.00301 |
| Sonnet 5.5 | $0.00000 | $0.00150 |
| Haiku 4.5 | $0.00000 | $0.00075 |
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 1mo 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
97% identical to investment-proposal — 7 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 — 86 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Investment Proposal
description: 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".
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)
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.
- 1mo ago First seen · 86 lines · 0 tokens per session scan A b78a96e8f271
investment-proposal is a skill published in the GitHub repository yuping322/financial-services-plugins-new (18 stars, last pushed 7mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 752 tokens. A static security scan graded it A with 0 findings. It is 97% identical to investment-proposal, differing in 7 lines, and is treated as a copy.
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