client-report Skill
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement". Published by anthropics in financial-services.
What is client-report Skill?
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement". Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using financial-services
Technical details
- Install or run with Copy skill directory
When to use client-report Skill
- Use it for developers using financial-services.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md
What it does
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
Skill instructions
Client Report Workflow Step 1: Report Parameters - Client name and household - Reporting period: Quarter, YTD, annual, custom range - Accounts: All accounts or specific account - Benchmark: S&P 500, 60/40 blend, custom benchmark matching IPS - Firm branding: Logo, colors, disclaimers Step 2: Performance Summary Household Summary: | | QTD | YTD | 1-Year | 3-Year Ann. | 5-Year Ann. | ITD Ann. | |---|-----|-----|--------|-------------|-------------|----------| | Portfolio | | | | | | | | Benchmark | | | | | | | | +/- | | | | | | | By Account: | Account | Type | Value | QTD | YTD | Benchmark | |---------|------|-------|-----|-----|-----------| | Joint Taxable | Brokerage | | | | | | John IRA | Traditional | | | | | | Jane Roth | Roth IRA | | | | | | 529 Plan | Education | | | | | | Total | | | | | | Step 3: Allocation Overview Current allocation with visual (pie chart or bar chart): | Asset Class | % of Portfolio | $ Value | Benchmark % | |------------|---------------|---------|-----------
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Frequently asked questions
What is client-report?
client-report is a open-source AI agent skill with Copy skill directory. Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution.
Who is client-report best for?
client-report is best for reusing agent instructions, scripts, and references.
How do I install client-report?
Install or run client-report using Copy skill directory. Check client-report for the latest setup command.
Is client-report actively maintained?
client-report may need a closer maintenance check before production use.
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