client-review Skill
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client] Published by anthropics in financial-services.
What is client-review Skill?
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client] 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
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use client-review Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/wealth-management/skills/client-review/SKILL.md
What it does
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]
Skill instructions
Client Review Prep Workflow Step 1: Client Context Gather or look up: - Client name and household members - Account types: Taxable, IRA, Roth, 401(k), trust, etc. - Total AUM across accounts - Investment Policy Statement (IPS): Target allocation, risk tolerance, constraints - Life stage: Accumulation, pre-retirement, retirement, legacy - Last meeting date and any outstanding action items Step 2: Portfolio Performance For each account and the household aggregate: | Metric | QTD | YTD | 1-Year | 3-Year | Since Inception | |--------|-----|-----|--------|--------|----------------| | Portfolio return | | | | | | | Benchmark return | | | | | | | Alpha | | | | | | Performance Attribution: - Which asset classes / positions drove returns? - Top 3 contributors and top 3 detractors - Any outsized single-position impact? Step 3: Allocation Review Current vs. target allocation: | Asset Class | Target | Current | Drift | Action | |------------|--------|---------|-------|--------| | US Large Cap | |
Explore related resources
Frequently asked questions
What is client-review?
client-review is a open-source AI agent skill with Copy skill directory. Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format.
Who is client-review best for?
client-review is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install client-review?
Install or run client-review using Copy skill directory. Check client-review for the latest setup command.
Is client-review actively maintained?
client-review may need a closer maintenance check before production use.
Auto-fetched from GitHub.
