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Client Report

Generates client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary.

145|36|Updated Feb 26, 2026
Search Tags:#portfolio analysis#wealth management#performance report#client report#financial advisor#market commentary
One-click install
npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill client-report-w95
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Report
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/client-report
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill client-report-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the creation of comprehensive, professional client-facing performance reports, saving financial advisors significant time and ensuring consistency.

Core Features & Use Cases

  • Performance Summaries: Generates detailed tables for portfolio and account performance (QTD, YTD, Annual, etc.).
  • Allocation Breakdowns: Visualizes current asset allocation against benchmarks.
  • Market Commentary: Crafts tailored market insights based on client sophistication.
  • Activity & Planning Notes: Includes summaries of trades, contributions, fees, and progress towards financial goals.
  • Use Case: A financial advisor needs to generate quarterly performance reports for 50 clients. This Skill can produce a standardized, branded PDF report for each client, including all necessary performance metrics, allocation details, and market commentary.

Quick Start

Generate a client report for "John Doe" for the last quarter, including all accounts and using 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 report generation for multiple accounts?▼

Automate client report generation by producing standardized, branded performance reports that include portfolio returns, allocation breakdowns, and market commentary for multiple accounts or households. This approach saves significant time and ensures consistency across 50 or more clients.

What should a professional wealth management performance report include?▼

A professional wealth management performance report should include portfolio returns, allocation breakdowns, market commentary, and activity summaries. It also features progress towards financial goals, trade summaries, contributions, fees, and benchmark comparisons tailored to the client.

Can I generate quarterly performance reports with custom reporting periods?▼

You can generate quarterly performance reports with custom reporting periods. The system supports QTD, YTD, annual, or custom date ranges for specific accounts or households to meet various client needs.

Does the portfolio analysis report support benchmark comparison?▼

The portfolio analysis report supports benchmark comparison. You can select specific benchmarks like the S&P 500 to compare against current asset allocation and portfolio performance within the generated client report.

How do I add firm branding to client-facing financial advisor reports?▼

Add firm branding to client-facing financial advisor reports by utilizing the built-in branding options during the report generation process. This allows you to produce professional, standardized PDF documents that reflect your firm's identity.

How is market commentary tailored for different clients in a performance report?▼

Market commentary in a performance report is tailored based on client sophistication. The system crafts specific market insights and planning notes that align with the individual client's understanding and financial goals.

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