Client Report
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
- No issues found
AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
The client-report skill provides a structured workflow for generating comprehensive, client-facing financial performance reports. It guides the user through gathering necessary parameters, calculating performance metrics, and synthesizing data into a professional document. The skill supports various reporting periods and formats, ensuring that outputs like performance summaries, allocation breakdowns, and market commentary are tailored to the client's sophistication level and specific investment policy statement (IPS).
What it does
- Generates professional performance reports for quarterly or annual client distribution.
- Structures data into performance summaries, allocation overviews, and holdings details.
- Drafts market commentary tailored to the client's level of financial sophistication.
- Summarizes account activity including trades, contributions, withdrawals, and fees.
- Integrates planning notes to track progress toward specific financial goals.
- Produces output in PDF, Word, or Excel formats with firm-specific branding.
When to use it
- When preparing quarterly or annual performance reviews for investment clients.
- When you need to communicate portfolio performance and market outlook clearly.
- When you need to provide a detailed breakdown of asset allocation and holdings.
- When documenting progress toward long-term financial goals for a client household.
Advantages
- Ensures consistency in reporting across different client accounts.
- Allows for customization of technical depth based on client needs.
- Includes essential compliance elements like disclaimers and net-of-fee calculations.
- Provides a clear, standardized structure for complex financial data.
Usage examples
- “Generate a quarterly report for John Doe.”
- The agent initiates the report generation workflow, prompting for the specific reporting period, account selection, and benchmark to be used for John Doe's portfolio.
- “Create a performance report for my client's annual review.”
- The agent compiles the annual performance summary, allocation charts, and market commentary into a professional document ready for client presentation.
Install
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/anthropics/client-report/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip client-report.zip -d .agents/skills
Documentation by Anthropic
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:
Cover page (client name, period, firm logo)
Executive summary (1 page)
Performance summary (1-2 pages)
Allocation overview with charts (1 page)
Holdings detail (1-2 pages)
Market commentary (1 page)
Activity summary (1 page)
Planning notes (1 page)
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
Files
- ATTRIBUTION.mdAdded by AutoGineer925 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md3.2 KiB
SKILL.md
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:
Cover page (client name, period, firm logo)
Executive summary (1 page)
Performance summary (1-2 pages)
Allocation overview with charts (1 page)
Holdings detail (1-2 pages)
Market commentary (1 page)
Activity summary (1 page)
Planning notes (1 page)
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
Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Security
No issues found by our static scan· No issues found
A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.
Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/agent-plugins/meeting-prep-agent/skills/client-report · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
AutoGineer is not affiliated with or endorsed by Anthropic.
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Download ZIP
The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download client-report.zip