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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".

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Updated
1 month ago
In the catalog since
6 Oct 2026
From
anthropics/financial-services
Finance
Get it through your agent npx skills add anthropics/financial-services@client-report

Skill instructions

Rendered from the published SKILL.md, 95 lines.

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. Activity summary (1 page)
  8. Planning notes (1 page)
  9. Disclosures and disclaimers (1 page)

Important Notes

  • Performance must be calculated net of fees unless client/compliance requires gross
  • Always include appropriate disclaimers and disclosures (past performance, risk factors)
  • Reports should be consistent across clients — use a standard template
  • Match the level of detail to the client — some want every holding, others want a one-page summary
  • Benchmark selection matters — use the benchmark from the IPS, not whatever looks best
  • Review for compliance approval before first distribution of a new template