skill
occupation
description
updated
proposal-formatter
financial-and-investment-analysts
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.
2025-11-06
schwab-data-sweep
software-developers
Collect a single Schwab MCP data snapshot (accounts, quotes, indicators, option chains) with a five-minute cache so trading agents can reuse consistent inputs. Use whenever an options persona needs fresh risk, market, or chain data before recommending trades.
2025-10-31