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Client Report

Aggregate portfolio performance data into branded client-facing financial reports.

1|Updated Mar 5, 2026
Search Tags:#investment#reporting#wealth management#financial planning#client communication#portfolio performance
One-click install
npx skills add https://github.com/smrik/ai-fund --skill client-report-smrik
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Report
Source: https://github.com/smrik/ai-fund/tree/main/skills/wealth-management/skills/client-report
Command: npx skills add https://github.com/smrik/ai-fund --skill client-report-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the time-consuming process of aggregating portfolio performance, market commentary, and planning notes into professional, client-ready documents.

Core Features & Use Cases

  • Performance Aggregation: Automatically calculates and formats performance summaries by household and account.
  • Visual Reporting: Generates allocation breakdowns and holdings details with consistent firm branding.
  • Use Case: A financial advisor can use this to generate a comprehensive quarterly review package for a client, including performance metrics, market commentary, and activity summaries, ready for immediate distribution.

Quick Start

Use the client report skill to generate a quarterly performance report for the Smith household including all accounts and the standard S&P 500 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 report generation for quarterly portfolio performance reviews?▼

You can automate client report generation by aggregating portfolio performance data, market commentary, and planning notes into comprehensive, client-ready quarterly review packages.

What is the best way to create branded financial planning reports for wealth management clients?▼

The best way to create branded financial planning reports is to apply consistent firm branding and compliance-approved templates to portfolio performance summaries and allocation breakdowns.

Can I include household account summaries and benchmark comparisons in investment reporting?▼

Yes, you can include household account summaries and benchmark comparisons in investment reporting by aggregating performance data and formatting it into activity summaries.

Does this reporting process support compliance-approved templates for financial advisors?▼

Yes, the reporting process requires consistent application of compliance-approved templates to ensure accuracy and regulatory adherence across all client-facing financial statements.

How do I generate allocation breakdowns and holdings details for a client portfolio?▼

You generate allocation breakdowns and holdings details by aggregating portfolio performance data and applying firm branding to produce visual reporting outputs for client distribution.

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