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executiveusa
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Client Report

Generate client portfolio performance reports with returns, benchmarks, and disclosures.

1|Updated May 16, 2026
Search Tags:#client reporting#portfolio performance#benchmark comparison#market commentary#allocation breakdown#holdings detail#quarterly statements
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill client-report-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Report
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/wealth-management/skills/client-report
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill client-report-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the time-consuming work of compiling portfolio performance, allocation, holdings, activity, and market context into a polished client-facing report that is consistent and compliance-ready.

Core Features & Use Cases

  • Portfolio performance reporting: Produces QTD, YTD, multi-year, and ITD performance summaries versus a benchmark for households and accounts.
  • Allocation and holdings breakdowns: Includes allocation tables (with chart-ready structure) and detailed holdings with pricing, values, and returns.
  • Market commentary and planning notes: Adds period-specific market narrative plus goal progress, recommendations, and next action items suitable for different client sophistication levels.
  • Typical use case: Use it to generate a quarterly or annual client statement for a household, including disclosures and firm branding, so it can be distributed as a branded PDF (and supporting editable documents if needed).

Quick Start

Generate a quarterly client report for "Acme Household" with net-of-fees performance, benchmark set to the IPS benchmark, and include coversheet branding plus disclosures.

Frequently Asked Questions about Client Report

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

FAQPage Schema
How do I generate quarterly portfolio performance reports with benchmark comparison?▼

Quarterly portfolio performance reports combine net-of-fees returns, IPS benchmark comparisons, allocation breakdowns, and holdings detail into a standardized client-facing template. This process supports QTD, YTD, annual, and custom ranges across selected accounts or households.

Can I include market commentary and compliance disclosures in client statements?▼

Yes, client statements can include period-specific market commentary alongside compliance disclosures and disclaimers. The standardized template structure integrates these narrative and regulatory elements directly with portfolio performance data and firm branding requirements.

What is the best way to create household-level allocation breakdowns for client reporting?▼

Creating household-level allocation breakdowns involves using a standardized reporting template that structures allocation tables and detailed holdings with pricing, values, and returns. This aggregates account data into a household context with chart-ready structures.

Does client reporting support net-of-fees calculations for annual performance summaries?▼

Yes, annual performance summaries support net-of-fees calculations by default. The reporting mechanism requires this calculation standard to ensure client-facing portfolio returns accurately reflect household performance over annual or custom date ranges.

How do I add coversheet branding and next action items to a portfolio performance report?▼

Adding coversheet branding and next action items involves applying firm branding requirements to the standardized template. The report structure accommodates goal progress, planning notes, and recommendations suitable for different client sophistication levels alongside the performance data.

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