client-review

Consolidate client portfolio data into a one-page review briefing and meeting agenda.

1|Updated Mar 9, 2026

Search Tags:#performance #portfolio #action-items #meeting-prep #allocation #wealth-management #client-review

Ready to run

npx skills add https://github.com/kiryteo/opencode-setup --skill client-review-kiryteo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: client-review
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/client-review
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill client-review-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

Core Features & Use Cases

Portfolio performance summary
Allocation analysis and talking points
Action item generation and meeting agenda preparation

Quick Start

Generate a one-page client review by providing the latest client data and triggering the review moment.

Frequently Asked Questions about client-review

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

FAQPage Schema

How do I prepare a client portfolio review briefing for quarterly meetings?▼

A client review consolidates portfolio performance and allocation data into a concise, meeting-ready briefing. It aggregates account metrics to generate talking points, action items, and a meeting agenda for quarterly or ad-hoc reviews.

What is included in a wealth management client meeting prep brief?▼

A wealth management client review brief includes portfolio performance summaries, allocation analysis, action items, and a meeting agenda. It consolidates multi-account data into a concise, client-ready format.

Can I generate action items and a meeting agenda from multiple household accounts?▼

Yes, the client review process reads client context and aggregates metrics across multiple accounts and households to generate action items and a meeting agenda. It outputs a formatted one-page brief for the meeting.

Does the client review process support ad-hoc client meetings or only annual checkups?▼

The client review process supports ad-hoc client meetings, quarterly reviews, and annual checkups. It triggers on review moments to consolidate client data into a concise meeting-ready format.

What client context do I need to provide for an allocation analysis and performance summary?▼

You need to provide client context such as the client name, accounts, investment policy statement, and life stage. This data is read to aggregate metrics and generate the allocation analysis and performance summary.

What's the best way to consolidate portfolio data into a client-ready one-page brief?▼

The best way to consolidate portfolio data into a client-ready brief is to trigger a client review using the latest client data. This aggregates performance metrics and outputs a formatted one-page brief plus a meeting agenda.