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client-report

Generate branded client investment performance reports with disclosures and benchmarks.

31|4|Updated Jun 13, 2026
Search Tags:#compliance#report-generation#wealth-management#client-reporting#investment-performance#financial-disclosure#portfolio-summary
One-click install
npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill client-report-r9412460971-cloud
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-report
Source: https://github.com/r9412460971-cloud/OPC-skill/tree/main/skills/client-report
Command: npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill client-report-r9412460971-cloud

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the tedious, error-prone manual work of compiling client-facing investment performance reports, ensuring consistent, compliant, and professional output for wealth management client communications.

Core Features & Use Cases

  • Structured Report Workflow: Guides users through 8 standardized steps from parameter collection to final output, covering performance summaries, allocation breakdowns, holdings details, and market commentary.
  • Client-Tailored Content: Adjusts detail level and jargon based on client sophistication, from simplified one-page summaries for retail clients to full detailed reports for high-net-worth individuals.
  • Compliance-Ready Output: Includes standard disclosures, disclaimers, and review checkpoints to meet regulatory requirements for client-facing financial materials.
  • Use Case: A wealth manager preparing quarterly client reviews can use this Skill to generate fully branded PDF reports with all required performance metrics, allocation charts, and personalized commentary in a fraction of the time required for manual creation.

Quick Start

Use the client-report skill to generate a Q3 2024 quarterly performance report for client Jane Smith covering all her household accounts with the S&P 500 as the benchmark.

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 investment performance report generation for wealth management?▼

This Skill automates creating compliant, professional client-facing investment performance reports for wealth management practices. It supports quarterly, annual, and custom-period reporting workflows including performance calculation, allocation visualization, and tailored market commentary.

What is included in a compliant client-facing portfolio summary report?▼

A compliant client-facing portfolio summary report includes performance summaries, allocation breakdowns, holdings details, market commentary, and required financial disclosures. This Skill automates generating these branded multi-format outputs tailored to client sophistication.

Can I generate financial disclosure reports for different client sophistication levels?▼

Yes, this Skill adjusts detail level and jargon based on client sophistication, from simplified one-page summaries for retail clients to full detailed reports for high-net-worth individuals. It ensures compliance-ready output with standard disclosures for all levels.

What's the best way to create branded quarterly performance reports with benchmark alignment?▼

The best way is using an automated workflow that guides you through standardized steps from parameter collection to final multi-format output. This Skill delivers branded PDF, Word, and Excel reports with benchmark alignment and review checkpoints.

Does client reporting support custom-period investment performance tracking and multi-format output?▼

Yes, client reporting supports quarterly, annual, and custom-period reporting workflows for investment performance tracking. It delivers branded multi-format output in PDF, Word, and Excel with required disclosures and detail levels matched to client sophistication.

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