Agent skill · marketing growth · anthropics
client-review
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]", "quarterly review", "prep for [client name]", or "client meeting".
Why this skill is useful
Provides a structured workflow for client review meetings, including specific metrics and recommendations that the AI wouldn't generate reliably on its own.
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 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 US Mid/Small International Developed Emerging Markets Fixed Income Alternatives Cash Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%). Step 4: Talking Points Generate a meeting agenda: 1. Market overview (2-3 min): Brief macro context and outlook 2. Portfolio performance (5 min): How did we do? Why? 3. Allocation review (5 min): Any rebalancing needed? 4. Planning updates (5-10 min): Life changes? (job, health, family, home, education) Income needs changing? Tax situation updates Estate planning updates 5. Action items (5 min): What are we doing before next meeting? Step 5: Proactive Recommendations Based on the review, suggest: Rebalancing trades (if drift exceeds thresholds) Tax-loss harvesting opportunities Cash deployment or withdrawal planning Roth conversion opportunities (if applicable) Beneficiary updates or estate planning needs Insurance review (life, disability, LTC) Step 6: Output One-page client review summary (Word or PDF) Performance table with benchmarks Allocation pie chart (current vs. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/client-review--0dff91