home/categories/real-estate-legal/geeksfino-finskills-us-market-suitability-report-generator-skill-md
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suitability-report-generator

Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment. Use when the user asks to document investment decisions, create compliance reports, generate risk disclosures, prepare client-facing investment justifications, write suitability assessments, or produce fiduciary documentation for an investment recommendation or portfolio.

Geeksfino
maintainer
Geeksfino
Atualizado 2/6/2026
Estrelas
102
Forks
18
quick start

Installation and usage

Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment. Use when the user asks to document investment decisions, create compliance reports, generate risk disclosures, prepare client-facing investment justifications, write suitability assessments, or produce fiduciary documentation for an investment recommendation or portfolio.

Instalação
$ install --globalskills.sh
Uso

Depois de instalar, você pode usar esta skill executando o seguinte comando no terminal:

skills use suitability-report-generator