suitability-report-generator
CommunityInstitution-grade investment suitability reports.
Legal & Compliance#documentation#suitability-report#investment-compliance#risk-disclosure#client-profile#regulatory-report#investment-advisory
AuthorGeeksfino
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill enables financial teams to generate formal, institution-grade investment suitability reports that document rationale, risks, client suitability, and key assumptions for recommendations.
Core Features & Use Cases
- Structured report generation: capture investment idea, rationale, and required disclosures.
- Risk disclosure and regulatory-ready documentation: compile comprehensive risk factors aligned with regulatory guidance.
- Client suitability evaluation: assess risk profile, horizon, liquidity needs, and qualification checks against thresholds.
- Audit trail and references: link to FinSkills analyses and source inputs to support decisions.
Quick Start
Provide the client profile, investment idea, and any supporting analyses to generate the report.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: suitability-report-generator Download link: https://github.com/Geeksfino/finskills/archive/main.zip#suitability-report-generator Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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