# Client Report

Generate professional client-facing performance reports with portfolio returns...

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Engineering
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill client-report -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill client-report -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill client-report -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill client-report -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## Description

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".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md