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client-report

Generate client portfolio reports with performance, risk, and allocation data.

15|7|Updated Aug 6, 2025
Search Tags:#asset allocation#risk analysis#client report#portfolio performance#investment reporting#financial advisor
One-click install
npx skills add https://github.com/hvkshetry/StewardOS --skill client-report-hvkshetry
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-report
Source: https://github.com/hvkshetry/StewardOS/tree/main/skills/personas/investment-officer/client-report
Command: npx skills add https://github.com/hvkshetry/StewardOS --skill client-report-hvkshetry

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the creation of professional, client-facing reports that summarize portfolio performance, risk, and allocation, saving significant time for financial professionals.

Core Features & Use Cases

  • Performance Summarization: Consolidates key performance metrics over various periods.
  • Risk Assessment: Analyzes portfolio risk (ES, VaR, drawdown) against defined constraints.
  • Allocation Tracking: Reports on drift from Investment Policy Statement (IPS) targets.
  • Use Case: Generate a quarterly report for a high-net-worth client detailing their investment performance, highlighting any deviations from their target asset allocation, and providing market context.

Quick Start

Generate a YTD client report for the 'household' scope.

Frequently Asked Questions about client-report

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

FAQPage Schema
How do I automate client portfolio report generation for investment performance reviews?▼

You can automate client portfolio report generation by integrating financial and market data to analyze performance, risk metrics, and allocation drift. This produces executive summaries, performance tables, and action items for client reviews.

How do I generate a quarterly investment report that tracks asset allocation drift from IPS targets?▼

To generate a quarterly investment report tracking asset allocation drift, the skill consolidates portfolio performance and risk metrics against Investment Policy Statement (IPS) targets. It highlights deviations and provides relevant market context for the reporting period.

Can I assess portfolio risk metrics like VaR and drawdown against defined constraints for a client review?▼

Yes, you can assess portfolio risk metrics like VaR and drawdown against defined constraints. The skill analyzes these risk indicators to identify deviations and generates risk alerts within the client-facing report.

What is the best way to summarize YTD portfolio performance for a high-net-worth client household?▼

The best way to summarize YTD portfolio performance for a high-net-worth client household is to consolidate key metrics across various periods. The skill structures this data into executive summaries and performance tables for streamlined communication.

Do I need external financial tools to produce client-facing portfolio reports with this skill?▼

Yes, you need external financial and market intelligence tools to provide the necessary data. The skill integrates this external data to analyze portfolio performance, allocation drift, and market context for the final report.

Does client report generation work for a specific household scope or an entire investment portfolio?▼

Client report generation works for a specific household scope as well as broader investment portfolios. It structures the reporting workflow to match the defined scope, analyzing performance and risk metrics accordingly.

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