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brianping7
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client-report

Generate branded PDF and Word client performance reports with benchmark comparisons.

Updated Aug 23, 2026
Search Tags:#benchmarking#compliance#portfolio#wealth-management#client-report#performance-report#branded-pdf
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill client-report-brianping7
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-report
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/wealth-management/client-report
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill client-report-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Streamlines the manual, error-prone process of assembling client performance reports by providing a clear, repeatable workflow for aggregating multi-account holdings, calculating fee-adjusted performance versus benchmarks, and producing branded deliverables with required disclosures.

Core Features & Use Cases

  • Branded Deliverables: Produce PDF and Word reports with company branding plus an optional Excel data appendix.
  • Performance & Benchmarking: Aggregate accounts, calculate quarter/YTD/annualized returns, and compare to chosen benchmarks (e.g., S&P 500, 60/40).
  • Holdings & Activity: Generate per-account holdings tables, transaction summaries, contributions/withdrawals, dividends, fees, and rebalancing notes.
  • Compliance & Templates: Include standard disclaimers, consistent templates for client segmentation, and guidance for compliance review.
  • Use Case: A wealth manager preparing quarterly statements for a household that requires both an executive summary and full holdings appendix.

Quick Start

Generate a quarterly branded client performance report for client John Doe covering all accounts with benchmark S&P 500, including holdings, transactions, performance tables, and a one-page market commentary.

Frequently Asked Questions about client-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate branded client performance reports with benchmark comparisons?▼

To generate branded client performance reports, you aggregate multi-account holdings, calculate fee-adjusted returns versus chosen benchmarks like the S&P 500, and export the results as branded PDF or Word deliverables with compliance disclosures.

What is the best way to aggregate multi-account wealth management statements into one portfolio summary?▼

The best way to aggregate multi-account wealth management statements is to consolidate per-account holdings, transactions, and contributions into a single portfolio summary that includes quarter, YTD, and annualized returns alongside market commentary.

Can I include compliance disclosures and standard disclaimers in quarterly portfolio summaries?▼

Yes, you can include compliance disclosures and standard disclaimers in quarterly portfolio summaries by applying consistent templates designed for client segmentation and compliance review directly within the generated PDF or Word reports.

Does this approach support fee-adjusted performance calculations for financial advisors?▼

Yes, this approach supports fee-adjusted performance calculations for financial advisors by computing returns net of fees and comparing them against selected benchmarks to provide accurate portfolio summaries for client statements.

What file formats are supported for exporting client performance reports and holdings appendices?▼

Supported file formats for exporting client performance reports include branded PDF and Word documents for the main deliverables, plus an optional Excel data appendix for detailed holdings and transaction summaries.

When should I add a one-page market commentary to an annual wealth management statement?▼

You should add a one-page market commentary to an annual wealth management statement when clients require context on benchmark performance and portfolio activity, which is included alongside the executive summary and full holdings appendix.

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