Proposal Formatter
Documentsproposal-formatterProposal Formatter is an Agent Skill for documents published in the majiayu000/claude-skill-registry repository on GitHub: a SKILL.md instruction file an AI agent can load to do this task.
Format trading proposals with timestamped headers and disciplined bullet structure. Use when a persona must deliver a single consolidated proposal with Schwab timestamps, bold parent bullets, and one-metric-per-line nested bullets.
How to use this skill
Bring this guide into your coding agent with a prompt tailored to the tool you use.
- Open your project in Codex.
- Copy and paste the prompt below.
- Review files and risks before approving any action.
Inspect the Agent Skill at https://github.com/majiayu000/claude-skill-registry/blob/HEAD/skills/data/proposal-formatter/SKILL.md and all supporting files. Report provenance, permissions, scripts, dependencies, and security risks. Propose an exact installation into .agents/skills/proposal-formatter, but wait for my approval before writing files or running scripts.
Copying this prompt does not install or run the skill. Review third-party files before use.
Proposal Formatter
Use this skill to present trading output in a concise, scan-friendly proposal. It supports any persona that needs to deliver a Schwab-timestamped summary with consistent structure.
Instructions
-
Header
- Start responses with
### Proposal ({HH:MM} ET | {HH:MM} UTC). - Source both timestamps from Schwab data (
schwab-data-sweepcache,mcp__schwab__get_datetime, or another broker response). Never rely on local system time.
- Start responses with
-
Parent Bullets
- Organize the body with bold parent bullets (
- **Section Name**). - Choose section names appropriate to the persona (e.g.,
Prereqs,Capital,Market,Indicators,Structure,Plan,Next,Notes). Keep them concise and stable so users can scan quickly.
- Organize the body with bold parent bullets (
-
Nested Lines
- Under each parent bullet, indent every metric with two leading spaces before
-. - Each nested bullet must present exactly one metric or directive, formatted as
Emoji Label: brief result. - Lead with the status emoji (
✅,⚠️,❌); add one space after ✅/❌ and two spaces after ⚠️ to offset its narrower width (✅ Macro calendar: Clear,⚠️ Margin headroom: Tight).
- Under each parent bullet, indent every metric with two leading spaces before
-
Context Add-ons
- Only add a follow-up nested bullet when absolutely necessary to clarify the prior line. Cap it at ~6 words.
- Avoid multi-column tables, inline slash-separated metrics, or long paragraphs. The goal is rapid comprehension.
-
Numerics & Units
- Apply consistent number formatting: thousands separators (
6,874.47), percentage symbols with two decimals when precision matters (0.75%), and currency symbols for dollar values ($7,946). - If a guardrail is breached, follow the emoji with a concise reason (
⚠️ Margin headroom: $750, below floor). Skip redundant commentary when the emoji speaks for itself.
- Apply consistent number formatting: thousands separators (
-
Closing Line
- End the proposal with the next required decision or acknowledgement so the workflow keeps moving (
Need confirmation to stage order,Monitoring until 14:00 ET, etc.).
- End the proposal with the next required decision or acknowledgement so the workflow keeps moving (
Examples
-
0DTE Iron Condor
- Parent bullets:
Prereqs,Market,Indicators,Sizing,Structure,Plan. - Metrics:
✅ Macro calendar: Clear,✅ Margin headroom: $142,000.
- Parent bullets:
-
Wheel Cycle
- Parent bullets:
Prereqs,Capital,Market,Indicators,Entry Score,Orders,Plan,Next. - Metrics:
⚠️ Net Liq: $512,430, 26% wheels, followed by optional mitigation bullet.
- Parent bullets:
Use this skill whenever a persona produces proposal-style output so formatting stays uniform across strategies.