client-report

Generate client performance reports with returns, allocations, and commentary.

1|Updated Mar 9, 2026

Search Tags:#branding #reporting #portfolio #allocation #disclosures #client-reports #market-commentary

Ready to run

npx skills add https://github.com/kiryteo/opencode-setup --skill client-report-kiryteo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: client-report
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/client-report
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill client-report-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generate professional client-facing performance reports that consolidate portfolio returns, allocations, and market commentary for quarterly or annual distribution, saving advisors hours of manual work and ensuring consistency across clients.

Core Features & Use Cases

Automated report assembly: aggregates portfolio performance, allocation breakdowns, and market commentary.
Branding & customization: applies firm branding, logos, colors, and standard disclosures per IPS.
Output formats: exports to PDF, Word, and Excel data appendix for client distribution.

Quick Start

Trigger a client report for a specific client and period using the phrase "client report" and provide the client name, period, and applicable accounts.

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 report generation for quarterly portfolio performance?▼

Automating client report generation consolidates portfolio returns, allocations, and market commentary into professional documents. You provide per-client parameters like client name, period, accounts, and benchmarks to assemble branded performance reports for quarterly or annual distribution.

What file formats can I export client reports to for investor distribution?▼

You can export client reports to PDF, Word, and Excel formats. The Excel format serves as a data appendix, while PDF and Word ensure consistent formatting and compliant disclosures for client-facing performance report distribution.

Do I need structured data inputs to generate portfolio allocation reports?▼

Yes, generating portfolio allocation reports requires structured data inputs and templates. These inputs feed the automated assembly process, aggregating performance data and market commentary while applying firm branding, logos, colors, and standard disclosures.

Can I apply custom firm branding and disclosures to client performance reports?▼

Yes, you can apply custom firm branding and disclosures to client performance reports. The system applies your firm logos, colors, and standard disclosures per Investment Policy Statement to ensure consistency and compliance across all distributed client reports.

What is the best way to consolidate market commentary with portfolio returns?▼

The best way to consolidate market commentary with portfolio returns is through automated report assembly. This process aggregates portfolio performance, allocation breakdowns, and market commentary into a unified client-facing document using per-client parameters and predefined templates.