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yuping322
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Client Report

Generate client portfolio performance reports with returns, allocations, and benchmarks.

17|4|Updated Mar 11, 2026
Search Tags:#compliance#portfolio#benchmark#wealth management#performance report#allocation#client report
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill client-report-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Report
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/wealth-management/skills/client-report
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill client-report-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Produces consistent, compliance-ready client-facing performance reports that eliminate manual assembly of returns, allocation breakdowns, holdings, and activity summaries, reducing preparation time and human error.

Core Features & Use Cases

  • Performance Summary: Calculates QTD, YTD, 1-year and multi-year annualized returns and compares portfolio returns to benchmarks net of fees when required.
  • Allocation & Holdings: Creates allocation overviews with charts and detailed holdings tables by account or household.
  • Activity and Planning Notes: Summarizes trades, contributions/withdrawals, dividends, fees, and progress toward financial goals with recommended next steps.
  • Output Formats: Exports polished, branded deliverables as PDF reports, editable Word documents, and an Excel data appendix for further analysis.
  • Use Case: Create a quarterly performance packet for a high-net-worth household that includes account-level returns, benchmark comparisons per the IPS, market commentary, and required disclosures.

Quick Start

Generate a quarterly client report for the Smith household covering Q1 2026 with all accounts, S&P 500 benchmark, firm branding, and a one-page executive summary.

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 compliance-ready client performance report for wealth management?▼

To generate a compliance-ready client performance report, input portfolio holdings and activity data to automatically calculate net-of-fee returns, benchmark comparisons, and allocation charts, then export branded PDF, Word, and Excel deliverables.

Can I calculate net-of-fees performance returns and compare them to a benchmark?▼

Yes, you can calculate net-of-fees performance returns for QTD, YTD, and multi-year periods, directly comparing portfolio results against specified benchmarks per the investment policy statement requirements.

What is the best way to create a quarterly household portfolio performance packet?▼

The best way to create a quarterly household portfolio performance packet is to aggregate account-level returns, trades, and dividends, generating a branded executive summary with market commentary and required disclosures.

What file formats are supported for exporting client-facing portfolio reports?▼

Client-facing portfolio reports can be exported as polished PDF reports for distribution, editable Word documents for customization, and an Excel data appendix for further internal analysis.

Does the client report generation include financial planning progress and activity summaries?▼

Yes, client report generation includes activity summaries of trades, contributions, withdrawals, and fees, while also tracking progress toward financial goals with recommended next steps.

What data do I need to produce allocation overviews and detailed holdings tables?▼

You need portfolio holdings data organized by account or household to produce allocation overviews with visual charts and detailed holdings tables for client distribution.

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