Automate quarterly report updates across Excel and Word with manager summaries.
npx skills add https://github.com/xfs96192/claude-config --skill quarterly-report
Please help me install this Agent Skill. Skill: quarterly-report Source: https://github.com/xfs96192/claude-config/tree/main/skills/quarterly-report Command: npx skills add https://github.com/xfs96192/claude-config --skill quarterly-report
This skill automates the end-to-end quarterly report workflow for investment management, unifying Excel and Word updates, manager-level summaries, and cross-quarter comparisons to reduce manual effort.
只需触发“更新季报”相关对话，系统将自动执行从识别产品变化到生成汇总的完整流程。
High-intent search queries and answers about installing and using this skill.
Automating quarterly investment report updates across Word and Excel requires a tool that unifies cross-document updates, pulls strategy text from Word into Excel cells, and generates consolidated per-manager summaries. This skill orchestrates that end-to-end workflow to reduce manual effort.
Comparing current Excel templates against prior Word reports is done by identifying product changes automatically. This skill reads both documents to flag new, removed, or retained products, then maps and updates the corresponding strategy text across files.
Yes, this quarterly report automation skill supports multi-asset investment teams requiring cross-quarter comparisons. It consolidates manager-level summaries and generates an all-manager Excel file plus a Markdown explanation for distribution.
Generating a consolidated Markdown summary and per-manager Excel filings involves pulling strategy text from updated Word reports and writing it into Excel cells. This skill orchestrates the scripts to assemble and rename the reports for final distribution.
Yes, automating cross-document updates for investment management requires Pandas, python-docx, openpyxl, and related libraries. These dependencies enable the skill to manipulate Word and Excel files, parse data, and orchestrate the report generation workflow.
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