Client Report
Generate professional client-facing performance reports with portfolio returns...
Install
npx skills add anthropics/financial-services --skill client-report -g -a claude-code -y- Repository
- anthropics/financial-services41k
- Category
- Engineering
- Updated
- 7d ago
- License
- Apache-2.0
- Context cost
- Lightabout 738 tokens
- Runs scripts
- No, instructions only
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".
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
