client-report

Name: client-report
Availability: InStock
Author: Mahyar

Generate financial performance reports with portfolio returns and allocation breakdowns.

Updated May 9, 2026

Search Tags:#report generation #wealth management #financial reporting #client communication #portfolio performance

Ready to run

npx skills add https://github.com/mahyarmalekii/MarketIntel --skill client-report-mahyarmalekii

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: client-report
Source: https://github.com/mahyarmalekii/MarketIntel/tree/main/backend/financial-services/plugins/vertical-plugins/wealth-management/skills/client-report
Command: npx skills add https://github.com/mahyarmalekii/MarketIntel --skill client-report-mahyarmalekii

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires financial-data-api, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill addresses the challenge of manually generating comprehensive client performance reports, offering a streamlined solution for wealth management professionals.

Core Features & Use Cases

Automated Reporting: Generate detailed performance reports with portfolio returns and allocation breakdowns.
Customization: Tailor reports with specific client names, reporting periods, and account information.
Market Commentary: Incorporate market insights into reports for informed client communication.
Use Case: Imagine a financial advisor needing to prepare a comprehensive quarterly report for a high-net-worth client. This Skill automates the entire process, from collecting data to formatting and branding the report.

Quick Start

Generate a client report for John Doe for the period ending Q1 2023.

Frequently Asked Questions about client-report

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

FAQPage Schema

How do I automate financial reporting for wealth management clients?▼

Automate financial reporting by generating detailed performance reports that incorporate portfolio returns, allocation details, and market commentary. This streamlines client communication by replacing manual data collection with custom, branded report templates.

Can I generate client performance reports with custom branding and reporting periods?▼

Yes, you can generate client performance reports tailored with specific client names, reporting periods, and account information. The output is designed for wealth management platforms supporting custom report templates and branding.

Do I need a financial-data-api to generate portfolio performance reports?▼

Yes, a financial-data-api is required to generate portfolio performance reports. This dependency supplies the underlying financial data and market data sources needed to automatically build reports and incorporate market commentary.

What is the best way to include market commentary in client performance reports?▼

The best way to include market commentary in client performance reports is by integrating with market data sources. This automatically pulls market insights into the final document to provide informed client communication alongside allocation details.

How does automated report generation work for high-net-worth client portfolios?▼

Automated report generation works by collecting financial data through an API and formatting it into comprehensive documents. It handles the entire process for high-net-worth clients, from portfolio performance calculations to final report branding.

Are there limitations when using custom report templates for wealth management?▼

Limitations depend on whether your wealth management platform supports custom report templates and branding. If the platform lacks native template support, integrating the automated performance reports and allocation details will not function as intended.