Personal Statement
aipoch/medical-research-skills
A skill your agent uses when writing medical school personal statements, residency application essays, fellowship statements, or graduate school admissions essays.
Draft a personal investing policy statement (IPS) — the rules someone sets for their own investing.
MITAuto-check passed
Install Investing Policy Statement
$ npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install mohitagw15856/pm-claude-skills investing-policy-statement --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/investing-policy-statement .claude/skills/investing-policy-statement && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "investing-policy-statement" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investing-policy-statement into .claude/skills/investing-policy-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investing-policy-statement", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investing-policy-statementType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install mohitagw15856/pm-claude-skills investing-policy-statement --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/investing-policy-statement .agents/skills/investing-policy-statement && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "investing-policy-statement" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investing-policy-statement into .agents/skills/investing-policy-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investing-policy-statement", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install mohitagw15856/pm-claude-skills investing-policy-statement --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/investing-policy-statement .cursor/skills/investing-policy-statement && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "investing-policy-statement" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investing-policy-statement into .cursor/skills/investing-policy-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investing-policy-statement", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/mohitagw15856/pm-claude-skills.git --path skills/investing-policy-statement--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install mohitagw15856/pm-claude-skills investing-policy-statement --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/investing-policy-statement .gemini/skills/investing-policy-statement && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "investing-policy-statement" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investing-policy-statement into .gemini/skills/investing-policy-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investing-policy-statement", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install mohitagw15856/pm-claude-skills investing-policy-statementInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/investing-policy-statement .github/skills/investing-policy-statement && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "investing-policy-statement" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investing-policy-statement into .github/skills/investing-policy-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investing-policy-statement", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install mohitagw15856/pm-claude-skills investing-policy-statement --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/investing-policy-statement .opencode/skills/investing-policy-statement && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "investing-policy-statement" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investing-policy-statement into .opencode/skills/investing-policy-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investing-policy-statement", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
investing-policy-statement- GitHub stars
- 1.4k
- Token cost
- ~930 tokens
- SKILL.md length
- 433 words
- Files
- 1
- Skills in repo
- 1,348
- Repo updated
- First seen
- Licence
- MIT
At a glance
Draft a personal investing policy statement (IPS) — the rules someone sets for their own investing.
- Asked to define an investment strategy
- SKILL.md covers Required Inputs, Output Format, Quality Checks and Anti-Patterns, plus 2 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
- Set a target asset allocation
What it does
Investing Policy Statement is an agent skill from mohitagw15856/pm-claude-skills. Draft a personal investing policy statement (IPS) — the rules someone sets for their own investing. Use when asked to define an investment strategy, set a target asset allocation, or write rules to avoid panic-driven decisions. Produces a structured IPS: goals, risk tolerance, target allocation, contribution & rebalancing rules, and what NOT to do. Educational, not regulated financial advice.
Its SKILL.md is about 930 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.
When your agent uses it
- Asked to define an investment strategy
- Set a target asset allocation
- Write rules to avoid panic-driven decisions
Example prompts
- “/investing-policy-statement”
What it can do on your machine
Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Investing Policy Statement loads about 930 tokens when it runs. Until then it costs about 106 tokens; SKILL.md has 433 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 433 words, ~930 tokens.
Download SKILL.mdSave it as
.claude/skills/investing-policy-statement/SKILL.md (or your agent's skills folder).- name
- investing-policy-statement
- description
- Draft a personal investing policy statement (IPS) — the rules someone sets for their own investing. Use when asked to define an investment strategy, set a target asset allocation, or write rules to avoid panic-driven decisions. Produces a structured IPS: goals, risk tolerance, target allocation, contribution & rebalancing rules, and what NOT to do. Educational, not regulated financial advice.
Investing Policy Statement Skill
The biggest investing mistakes are behavioural — panic-selling, chasing, tinkering. A personal Investing Policy Statement is the rulebook you write while calm, to follow when you're not. This skill drafts one: goals, risk tolerance, a target asset allocation, and the contribution/rebalancing rules that keep you on track. It's educational and generic — not personalized financial advice or a recommendation of specific securities.
Required Inputs
Ask for these only if they aren't already provided:
- Goals & time horizon — what the money is for and when it's needed (retirement in 25y, house in 5y).
- Risk tolerance — how they'd react to a 30% drop; capacity for loss; experience level.
- Current situation — roughly what's invested where, monthly amount to invest, account types available.
- Constraints / values — liquidity needs, ESG preferences, things to avoid.
Output Format
Investing Policy Statement — [name]
1. Purpose & goals — what this portfolio is for, time horizon, target.
2. Risk tolerance & capacity — a plain-language statement of how much volatility is acceptable and why.
3. Target asset allocation — broad asset classes with target % and a tolerance band (illustrative example, to adapt):
| Asset class | Target % | Rebalance band |
|---|---|---|
| Equities (broad, diversified) | % | ±5% |
| Bonds / fixed income | % | ±5% |
| Cash / short-term | % | ±5% |
4. Contribution rules — how much, how often, automated; the order of accounts to fill (e.g. employer-match first, then tax-advantaged).
5. Rebalancing rules — when (calendar or band-triggered) and how.
6. What I will NOT do — the behavioural guardrails (no panic-selling in a downturn, no performance-chasing, no market-timing, no single-stock gambles beyond X% of the portfolio).
7. Review cadence — when to revisit the IPS itself (e.g. annually or on a major life change).
Disclaimer — generic and educational; not individualized advice; consider a licensed fiduciary for personal recommendations.
Show full SKILL.md (154 more words)Show less
Quality Checks
- Allocation is tied to the stated goals, horizon, and risk tolerance — not generic
- Allocation percentages sum to 100% and include rebalancing bands
- Contribution and rebalancing rules are concrete (amount, frequency, trigger)
- The "will NOT do" guardrails address real behavioural traps
- Diversification is the default; no specific ticker/security recommendations
- The educational / not-advice nature is stated
Anti-Patterns
- Do not recommend specific stocks, funds by ticker, or "hot" assets — stay at the asset-class level
- Do not set an allocation that ignores the stated time horizon (e.g. all-equities for money needed next year)
- Do not omit the behavioural guardrails — they're the point of an IPS
- Do not imply guaranteed returns or market-timing works
- Do not present this as personalized financial advice
Based On
The Investment Policy Statement framework (goals, risk, allocation, rules) used by advisors and DIY investors.
Example Trigger Phrases
- "Define an investment strategy."
- "Set a target asset allocation."
- "Write rules to avoid panic-driven decisions."
© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in skills/investing-policy-statement of mohitagw15856/pm-claude-skills.
Open the folder on GitHubat commit 1cbf1f0
Compare with similar skills
Investing Policy Statement next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Investing Policy Statement this skillmohitagw15856/pm-claude-skills | 1.4k | — | ~930 | Automated safety check: Pass | MIT | |
| Personal Statementaipoch/medical-research-skills | 1.9k | — | ~2.2k | Automated safety check: Pass | MIT | |
| Implementing Policy As Code With Open Policy Agentmukul975/Anthropic-Cybersecurity-Skills | 34k | — | ~2.6k | Automated safety check: Notes | Apache-2.0 | |
| Ip As LogoNousResearch/hermes-agent | 252k | — | ~4.7k | Automated safety check: Pass | MIT | |
| Personal Ip Knowledge Builderlimecloud/lime | 1.5k | — | ~892 | Automated safety check: Pass | Apache-2.0 | |
| Policy Acknowledgementsickn33/agentic-awesome-skills | 47k | 1 repos | ~3.4k | Automated safety check: Pass | MIT |
Similar skills
Implementing Policy As Code With Open Policy Agent
mukul975/Anthropic-Cybersecurity-Skills
Implements policy-as-code enforcement with Open Policy Agent (OPA) and Gatekeeper for Kubernetes and CI/CD pipelines, covering writing Rego policies, deploying OPA Gatekeeper as a Kubernetes…
Ip As Logo
NousResearch/hermes-agent
Design minimal cute IP mascot marks readable at 32px. An agent skill from NousResearch/hermes-agent.
Personal Ip Knowledge Builder
limecloud/lime
将访谈稿、聊天记录、简历、公开内容、业务资料、案例和既有 DOCX/Markdown 文档，提炼成可被 AI 长期调用的个人 IP 知识库。适用于用户要求“生成个人知识库”“整理成个人 IP 成品知识库”“为创始人/专家/讲师/主播/顾问建立AI知识库”“把资料变成个人IP底层提示词/写作风格库/故事素材库/话术库”的场景。
Policy Acknowledgement
sickn33/agentic-awesome-skills
Policy acknowledgement register: employee, policy and version, sent and due dates, acknowledged date and flag, days overdue, reminder sent and status.
Investment Policy
JoelLewis/finance_skills
Construct comprehensive Investment Policy Statements governing return objectives, risk tolerance, and portfolio constraints.
More from mohitagw15856/pm-claude-skills
All 1,348 skills in this repoCar Tco
mohitagw15856/pm-claude-skills
Compare the total cost of car ownership across buy-new, buy-used, lease, and keep-your-current-car — depreciation, insurance, maintenance ramp, and fuel over a real horizon, not just the monthly…
Cs Health Scorecard
mohitagw15856/pm-claude-skills
Build a customer health scorecard for a specific account. An agent skill from mohitagw15856/pm-claude-skills.
Exit Waterfall
mohitagw15856/pm-claude-skills
Compute who gets what at each exit price from a cap table — liquidation preferences, conversion points, and where the founders' share collapses.
Feature Prioritisation
mohitagw15856/pm-claude-skills
Apply prioritisation frameworks (RICE, MoSCoW, Kano, ICE, Opportunity Scoring) to rank features and backlog items.
Fire Number
mohitagw15856/pm-claude-skills
Compute a financial-independence (FIRE) target and years-to-reach with every assumption labeled as an assumption — plus a sensitivity table instead of a single false-precision answer.
Freelance Rate
mohitagw15856/pm-claude-skills
Derive a freelance day/hourly rate backwards from target income, honest billable utilization, overhead, and the self-employment tax premium — the arithmetic that proves a rate is not salary÷2000.
Questions about Investing Policy Statement
What does Investing Policy Statement do?
Draft a personal investing policy statement (IPS) — the rules someone sets for their own investing. Investing Policy Statement is an agent skill from mohitagw15856/pm-claude-skills. Draft a personal investing policy statement (IPS) — the rules someone sets for their own investing.
When should I use Investing Policy Statement?
Investing Policy Statement fits situations like: asked to define an investment strategy; set a target asset allocation; write rules to avoid panic-driven decisions.
How do I install Investing Policy Statement in Claude Code?
Run `npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a claude-code`. Or copy the skill folder (skills/investing-policy-statement in mohitagw15856/pm-claude-skills) into .claude/skills/investing-policy-statement in your project. Claude Code loads it when a task matches its description.
How do I install Investing Policy Statement in Codex?
Run `npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a codex`. Or copy the skill folder (skills/investing-policy-statement in mohitagw15856/pm-claude-skills) into .agents/skills/investing-policy-statement in your project. Codex loads it when a task matches its description.
Can I use Investing Policy Statement in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill investing-policy-statement -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/investing-policy-statement, .gemini/skills/investing-policy-statement, .github/skills/investing-policy-statement and .opencode/skills/investing-policy-statement in your project.
What does Investing Policy Statement need to run?
SKILL.md names no scripts, command-line tools or credentials: Investing Policy Statement is instructions for the agent only.
Does Investing Policy Statement access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Investing Policy Statement safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Investing Policy Statement use?
Investing Policy Statement is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Investing Policy Statement use?
About 930 tokens (SKILL.md is roughly 3.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Investing Policy Statement?
Skills that share tags, products or a category with Investing Policy Statement: Personal Statement (aipoch/medical-research-skills, 1.9k stars), Implementing Policy As Code With Open Policy Agent (mukul975/Anthropic-Cybersecurity-Skills, 34k stars), Ip As Logo (NousResearch/hermes-agent, 252k stars) and Personal Ip Knowledge Builder (limecloud/lime, 1.5k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Investing Policy Statement?
mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.
Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.