Generate client performance reports with returns, allocations, and commentary.
npx skills add https://github.com/kiryteo/opencode-setup --skill client-report-kiryteo
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
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.
Trigger a client report for a specific client and period using the phrase "client report" and provide the client name, period, and applicable accounts.
High-intent search queries and answers about installing and using this skill.
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.
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.
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.
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.
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.
mouseqiao85Generate client performance reports with portfolio returns, allocations, and market commentary.
rpoole-devGenerate client performance reports in PDF, Word, and Excel formats.
w95Generates client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary.
yuping322Generate client portfolio performance reports with returns, allocations, and benchmarks.
