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JoelLewis
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performance-reporting

Generate investment performance reports with return calculations and benchmark comparisons.

164|33|Updated Feb 15, 2026
Search Tags:#performance reporting#investment analysis#attribution#financial reporting#risk metrics#benchmark comparison
One-click install
npx skills add https://github.com/JoelLewis/finance_skills --skill performance-reporting
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: performance-reporting
Source: https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/performance-reporting
Command: npx skills add https://github.com/JoelLewis/finance_skills --skill performance-reporting

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires numpy, scipy, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the creation of comprehensive and easy-to-understand investment performance reports, translating complex financial data into actionable insights for clients and stakeholders.

Core Features & Use Cases

  • Return Calculation & Presentation: Accurately calculates and presents period returns (MTD, QTD, YTD, etc.), distinguishing between cumulative and annualized figures, and gross vs. net of fees.
  • Benchmark Comparison: Facilitates meaningful performance evaluation by comparing portfolio returns against appropriate benchmarks, calculating active return and tracking error.
  • Risk & Attribution Analysis: Generates risk dashboards (volatility, drawdown, VaR) and attribution summaries (e.g., Brinson model) to explain performance drivers.
  • Goal Progress Tracking: Visualizes progress towards financial goals, incorporating Monte Carlo simulations for probability of success.
  • Use Case: A financial advisor needs to prepare a quarterly report for a client. This Skill can generate a report summarizing the portfolio's returns, comparing it to its benchmark (e.g., S&P 500), explaining the key factors that drove performance (e.g., stock selection in tech), and showing how the portfolio is tracking towards the client's retirement goal.

Quick Start

Generate a quarterly performance report for the 'balanced_portfolio.csv' file, comparing it against the 'sp500_index.csv' benchmark.

Frequently Asked Questions about performance-reporting

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

FAQPage Schema
How do I calculate time-weighted and money-weighted returns for an investment performance report?▼

To generate investment performance reports, the Skill calculates both time-weighted and money-weighted returns. It processes portfolio data using Python scripts to compute period returns and present them within a comprehensive financial reporting structure.

How does benchmark comparison and attribution analysis work for portfolio returns?▼

Benchmark comparison evaluates portfolio returns against appropriate indices by calculating active return and tracking error. Attribution analysis, such as the Brinson model, then breaks down the performance to identify the specific asset allocation or stock selection drivers.

Can I generate GIPS-compliant performance reports and risk dashboards using Python?▼

Yes, you can generate GIPS-compliant performance reports and risk dashboards using this Skill. It leverages Python and libraries like numpy and scipy to compute risk metrics including volatility, drawdown, and Value at Risk (VaR).

What is the best way to track financial goal progress using Monte Carlo simulations?▼

The best way to track financial goal progress is by running Monte Carlo simulations to project the probability of success. The Skill visualizes this tracking within wealth management reports to show progress towards specific financial goals.

Do I need numpy and scipy to calculate investment risk metrics like VaR and drawdown?▼

Yes, you need numpy and scipy installed as dependencies to calculate advanced investment risk metrics. These libraries provide the necessary computational foundation for generating risk dashboards with volatility, drawdown, and Value at Risk calculations.

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