proposal-formatter

Included with Lifetime

$97 forever

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.

Data & Analytics

What this skill does

# 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

1. **Header**
- Start responses with `### Proposal ({HH:MM} ET | {HH:MM} UTC)`.
- Source both timestamps from Schwab data (`schwab-data-sweep` cache, `mcp__schwab__get_datetime`, or another broker response). Never rely on local system time.

2. **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.

3. **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`).

4. **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.

5. **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.

6. **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.).

## Examples

- **0DTE Iron Condor**
- Parent bullets: `Prereqs`, `Market`, `Indicators`, `Sizing`, `Structure`, `Plan`.
- Metrics: `✅ Macro calendar: Clear`, `✅ Margin headroom: $142,000`.

- **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.

Use this skill whenever a persona produces proposal-style output so formatting stays uniform across strategies.

Files: 1

Size: 2.8 KB

Complexity: 7/100

Category: Data & Analytics

Source: https://github.com/jkoelker/zephyr/tree/main/skills/proposal-formatter

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