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Use when generating, reviewing, or managing investment review documents, compliance submissions, or client correspondence
How this skill is triggered — by the user, by Claude, or both
Slash command
/luxemetric-intelligence:document-generationThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
- `generate_document` — General document generation with optional template
generate_document — General document generation with optional templategenerate_investment_review — Specialised investment review documentbrew_document — Full review with compliance check (recommended)get_document to view a previously generated documentsubmit_for_review to send for compliance reviewget_templates to see available document templatesingest_file — Parse CSV or XLSX files to extract holdings datanpx claudepluginhub michaelkennedyau/luxemetric-cowork-pluginCreates professional investment proposals for wealth managers pitching new clients. Covers firm overview, client needs, asset allocation, expected outcomes, fees, and onboarding.
Manages PandaDoc documents: creates proposals, quotes, contracts, SOWs, MSAs from templates; sends for e-signature; checks status; downloads signed copies; handles full lifecycle with tokens and pricing tables.
Generates professional client-facing investment performance reports with portfolio returns, allocation breakdowns, and market commentary for quarterly or annual distribution.