proposal-formatter

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.