Can I use this for non-financial proposals?

Yes, while designed for trading, the disciplined bullet structure and status indicators work well for any metric-heavy status report or proposal.

How does it handle timezones?

It requires dual-timestamping in both ET and UTC, specifically sourced from broker data to prevent discrepancies with local system clocks.

Does this skill fetch live market data autonomously?

No, it is a formatting skill that structures data provided by other MCP tools like schwab-data-sweep to ensure output consistency.

Why does it use specific spacing for the warning emoji?

The skill adds two spaces after the ⚠️ emoji to offset its narrower display width compared to ✅ and ❌, ensuring perfect vertical alignment of metrics.

Trading Proposal Formatter

Name: Trading Proposal Formatter
Author: jkoelker

byjkoelker

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Productivity & Workflow

Standardizes trading proposal outputs with Schwab-synchronized timestamps and disciplined, scan-friendly bullet structures for rapid decision-making.

About

The Proposal Formatter skill is designed for traders and developers building LLM-driven agents who require high-density financial information to be delivered in a consistent, readable format. It enforces a strict architectural style for proposals, utilizing real-time broker timestamps (ET/UTC) and a hierarchical bullet system. By standardizing how metrics, margin requirements, and trade structures are presented, this skill eliminates ambiguity in automated workflows and ensures that critical risk indicators are immediately visible through a standardized emoji-based status system.

Key Features

1 GitHub stars
Status emoji indicators with alignment offsets for visual scanning
Categorized parent bullets for modular strategy sections
Automated financial formatting for currency, percentages, and separators
Dual-timezone headers synchronized with Schwab broker data
Strict one-metric-per-line nested bullet discipline

Use Cases

Standardizing Wheel Cycle strategy summaries and capital allocation reports
Generating risk management alerts for breached margin or price guardrails
Formatting 0DTE Iron Condor execution proposals for immediate review

About

Key Features

1 GitHub stars
Status emoji indicators with alignment offsets for visual scanning
Categorized parent bullets for modular strategy sections
Automated financial formatting for currency, percentages, and separators
Dual-timezone headers synchronized with Schwab broker data
Strict one-metric-per-line nested bullet discipline

Use Cases

Standardizing Wheel Cycle strategy summaries and capital allocation reports
Generating risk management alerts for breached margin or price guardrails
Formatting 0DTE Iron Condor execution proposals for immediate review