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Found 5 Skills
Report generation, customization, delivery channels, frequency management, report templates, client portal integration, compliance review, and print vs digital delivery for advisory firms.
Expert knowledge of research grant compliance requirements, deliverables tracking, and funder expectations. Use when reviewing work against grant specifications, preparing progress reports, or ensuring alignment with funding requirements from NSF, NIH, EU, and other agencies.
Review prediction-market, basket, oracle, and trading-agent workflows for compliance, safety, data-quality, privacy, and execution risk. Use before any workflow handles venue auth, user portfolio data, API keys, or trade planning.
Use to review voice, visual, legal, and partner requirements before publishing social content.
Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.