Agent skill · business finance · anthropics
client-report
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".
Why this skill is useful
Provides a structured template and specific parameters for generating client performance reports that are tailored to the financial industry.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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 % ------------ --------------- --------- ------------- Step 4: Holdings Detail Security Asset Class Shares Price Value % of Portfolio QTD Return ---------- ----------- -------- ------- ------- --------------- ----------- Step 5: Market Commentary Brief market summary tailored to the client's level of sophistication: What happened in markets this quarter (2-3 sentences) How it affected the portfolio Outlook and positioning rationale (2-3 sentences) No jargon for retail clients; can be more technical for sophisticated investors Step 6: Activity Summary Trades executed during the period Contributions and withdrawals Dividends and interest received Fees charged Rebalancing activity Step 7: Planning Notes Progress toward financial goals (retirement, education, etc.) Any plan changes or recommendations Upcoming action items Next review date Step 8: Output PDF report (8-12 pages) with firm branding Word document for customization Excel data appendix (optional) Report Structure: 1. Cover page (client name, period, firm logo) 2. Executive summary (1 page) 3. Performance summary (1-2 pages) 4. Allocation overview with charts (1 page) 5. Holdings detail (1-2 pages) 6. Market commentary (1 page) 7. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/client-report--561623