quarterly-report

What problem does it solve?

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.

Core Features & Use Cases

• Compare current Excel templates against prior Word reports to identify new, removed, or retained products.
• Pull strategy text from updated Word reports, write it into corresponding Excel cells, and assemble a per-manager summary.
• Generate a consolidated Markdown explanation and an all-manager Excel, then rename and merge reports for distribution.

Quick Start

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。