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
Обновлено 06.02.2026
Звёзды
102
Форки
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.

Установка
$ install --globalskills.sh
Использование

После установки вы можете использовать этот skill, выполнив следующую команду в терминале:

skills use suitability-report-generator