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Client Report

Generate client performance reports in PDF, Word, and Excel formats.

Updated May 10, 2026
Search Tags:#report generation#investment analysis#financial reporting#performance report#client portfolio
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill client-report-rpoole-dev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Report
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/wealth-management/skills/client-report
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill client-report-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Streamlines the process of creating detailed performance reports for clients, providing a professional document that includes portfolio returns, allocation breakdowns, and market commentary.

Core Features & Use Cases

  • Performance Tracking: Monitors portfolio performance over various time periods.
  • Allocation Overview: Displays current asset class allocations and benchmarks.
  • Customization: Allows for client-specific branding, custom benchmarks, and disclaimers.
  • Use Case: For wealth managers looking to create detailed quarterly or annual reports for their clients.

Quick Start

Trigger the "client report" command to generate a comprehensive report for your selected client.

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 performance report generation for portfolio returns and allocation details?▼

You can create client performance reports in PDF, Word, and Excel formats. The generated documents include portfolio returns, allocation breakdowns, and market commentary while applying your custom branding and benchmarks.

Can I add custom branding and benchmarks to financial reporting for wealth management clients?▼

Yes, custom branding and benchmarks are supported for financial reporting. You can customize client performance reports with specific branding elements, custom benchmarks, and disclaimers for your wealth management practice.

What input is needed to generate a client portfolio report?▼

To generate a client portfolio report, you need to provide the client name, reporting period, and account selection. The system processes these inputs to produce comprehensive performance reports.

Does this tool support quarterly and annual performance reporting for multiple accounts?▼

Yes, it supports quarterly and annual performance reporting across multiple accounts. The tool tracks portfolio performance over various time periods and processes your specific account selections.

What is the best way to include market commentary in an investment analysis report?▼

The best way to include market commentary is by using the client report command, which automatically generates professional documents combining portfolio returns, asset allocation details, and market commentary.

Are there limitations when exporting performance reports to Excel, Word, or PDF formats?▼

There are no specified limitations for exporting to Excel, Word, or PDF formats. The tool generates professional reports in all three formats without requiring external dependencies.

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