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sammyTI
sammyTICOMMUNITY
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Client Report

Generates investment reports with performance summaries, allocations, and market commentary for PDF, Word, and Excel output formats.

Updated May 3, 2026
Search Tags:#performance#investment#reporting#portfolio#financial#client
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill client-report-sammyti
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Report
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/wealth-management/skills/client-report
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill client-report-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the creation of comprehensive client-facing financial performance reports, saving advisors time and ensuring accuracy.

Core Features & Use Cases

  • Performance Analysis: Summarizes portfolio and benchmark returns over various periods with clear tables.
  • Asset Allocation: Presents current investment distribution with visual charts.
  • Holdings Detail: Provides detailed security positions and returns.
  • Market Commentary: Generates market summaries tailored to client sophistication.
  • Activity Tracking: Summarizes trades, contributions, dividends, fees, and rebalancing activities.
  • Planning & Recommendations: Tracks progress towards goals and suggests next steps.

Quick Start

Generate a client report by inputting portfolio data, select your desired reporting period, and customize visual and commentary sections.

Frequently Asked Questions about Client Report

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

FAQPage Schema
How do I generate a professional investment performance report for my clients?▼

Yes, the Skill ensures structured output specifically suitable for PDF, Word, and Excel formats. This allows financial advisors to deliver client performance reports in the standard file types they already use.

What is the best way to create client-facing asset allocation and holdings summaries?▼

Creating client-facing summaries involves processing portfolio data to present current investment distribution with visual charts and detailed security positions. This approach streamlines performance reporting by generating clear tables for benchmark returns and holdings detail.

Can I include tailored market commentary in my financial portfolio reports?▼

Financial advisors and asset managers use this reporting process to streamline the creation of comprehensive client-facing documents. It saves time and ensures accuracy in performance analysis without requiring manual report assembly.

Does the investment report cover portfolio activity tracking and planning recommendations?▼

Yes, the investment report covers activity tracking by summarizing trades, contributions, fees, and rebalancing. It also includes planning sections that track progress towards financial goals and suggest actionable next steps for the client.

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