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 Label: value (status).
   • Status tags (PASS, FLAG, BLOCK, DONE, etc.) should be short and capitalized. Use them to highlight guardrail checks or action states.

4. Context Add-ons

   • If additional commentary is needed, add a follow-up nested bullet immediately below the metric. Keep it brief (~1 sentence) and reference the prior line’s label.
   • 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).
   • Highlight threshold breaches by pairing the status tag with a short note inside parentheses ((FLAG – outside 25% guardrail)).

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: Schwab Auth: ✓ (PASS), Margin Headroom: $142,000 (PASS – ≥$25K target).

• Wheel Cycle

  • Parent bullets: Prereqs, Capital, Market, Indicators, Entry Score, Orders, Plan, Next.
  • Metrics: Net Liq: $512,430 (FLAG – 26% wheels), followed by context bullet explaining mitigation.

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