Summary
生成机构级投资适当性报告,包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告,或为投资建议或组合出具信义义务文档时使用此技能。
geeksfino/finskills
npx skills add https://github.com/geeksfino/finskills
生成机构级投资适当性报告,包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告,或为投资建议或组合出具信义义务文档时使用此技能。
Related neighbors and high-traction skills in the same topics — useful to compare before installing.
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npx skills add https://github.com/geeksfino/finskills
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
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