Finatune

Investment Policy Statement

FreeMITJoel Lewis

Draft investment policy statements documenting objectives, constraints, asset allocation, and rebalancing rules.

⚠️
Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.

This skill from the JoelLewis/finance_skills repository (84 skills covering financial services workflows with SEC/FINRA regulatory citations) drafts investment policy statements documenting objectives, constraints, asset allocation targets, and rebalancing rules. Designed for financial advisors documenting client investment guidelines. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.

Compatible Agents

ClaudeChatGPTGeminiCursorMicrosoft Copilot

Use Cases

  • ✓Draft investment policy statements for clients
  • ✓Document investment objectives and constraints
  • ✓Define asset allocation targets and rebalancing rules
  • ✓Establish risk tolerance and time horizon guidelines

Trigger Phrases

“Draft an investment policy statement”“Create IPS for client”“Document investment objectives”“Investment policy and guidelines”

How to Install

Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.

Paste the skill link or content into your AI agent's system prompt or project instructions.

View Source

Requirements

  • Claude or equivalent
  • Client financial goals and risk tolerance
  • Investment constraints and time horizon

Technical Details

License

MIT

Price

Free

Install Method

copy-paste

Last Updated

2026-07-15

Status

active

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