Client Performance Report
Turn portfolio performance, allocation, and market context into a polished report for client review.
The skill requires compliance review, disclosures, IPS-based benchmark selection, and an explicit fee-basis choice; the README also states outputs are staged for professional review and do not execute trades. It does not define data sources, sensitive-client-data handling, least privilege, user confirmation, external distribution, rollback, or data-flow transparency, so points are deducted.
The workflow is coherent from parameters through performance, allocation, holdings, activity, planning, and output. However, it lacks calculation procedures, input validation, missing-data handling, abnormal-input feedback, and reproducible instructions. The score remains within the static-review ceiling and is reduced because key paths are not test-verified.
Triggers, audience, and quarterly or annual reporting scenarios are reasonably clear, with different commentary depth for retail and sophisticated clients. Non-fit cases, Chinese-language support, regional environment assumptions, data-access requirements, and precise trigger boundaries are not specified, so points are deducted.
The skill has clear sections, progressive workflow steps, report structure, limitations, and compliance notes. Repository context supplies an Apache-2.0 license, contribution process, revision context, and CI validation. The skill itself lacks installation/dependency notes, finished examples, FAQs, a changelog, and explicit maintenance ownership, so points are deducted.
The template covers the main components of a client report and names PDF, Word, and optional Excel deliverables, making the core task plausible. It provides no data mapping, calculation implementation, chart-generation mechanism, or representative directly usable output; substantial manual validation and production work remain, so the score is limited.
The files provide a clear template, repository CI evidence, and a stated human compliance-review process, but no skill-specific test suite, sample input/output, calculation checks, or third-party execution evidence. Static evidence is therefore limited, warranting only a modest score.
- This is a report-structure and drafting template, not a verified performance-calculation or data-integration implementation; professionals must validate all figures, benchmarks, fee treatment, holdings, and commentary.
- The skill does not specify controls for handling, storing, transmitting, or distributing sensitive client and account data.
- Failure handling is unspecified for missing data, inconsistent valuation dates, non-standard accounts, unavailable benchmarks, or insufficient sources for market commentary.
- Compliance approval should occur before distribution, and drafts must not be treated as investment, tax, or legal advice.
What it does & when to use it
Client Report is a wealth-management skill for preparing quarterly or annual client-facing performance reports. It structures inputs such as the household, reporting period, accounts, benchmark, branding, and disclosures. The workflow covers household and account performance, allocation, holdings, market commentary, activity, and planning notes. It specifies a branded PDF report, an editable Word document, and an optional Excel data appendix.
Collects the client and household, reporting period, account scope, benchmark, branding requirements, and disclaimer needs; organizes household and account-level QTD, YTD, one-year, three-year, five-year, and inception-to-date annualized results; lays out asset-class percentages, values, and benchmark weights; presents security, asset class, shares, price, value, portfolio weight, and quarterly return; drafts market commentary matched to the client's sophistication; summarizes trades, contributions, withdrawals, dividends, interest, fees, and rebalancing; records progress toward goals, plan changes, recommendations, action items, and the next review date; and specifies a multi-page report structure with disclosures and disclaimers.
- A wealth advisor needs to consolidate several household accounts into a quarterly performance report.
- An investment advisor is preparing an annual client-meeting package with allocation charts and holdings detail.
- A wealth-management team wants a consistent reporting template across clients.
- An advisor needs plain-language market commentary explaining quarterly portfolio effects to a retail client.
- A compliance team is reviewing a new report template before its first distribution.
Pros & cons
- Defines an end-to-end structure from report parameters through disclosures.
- Covers household, account, allocation, holdings, activity, and planning information.
- Calls for net-of-fee performance, appropriate disclosures, standardization, and compliance review.
- Allows report detail and commentary to match the client's level of sophistication.
- The SKILL.md specifies no data connectors, calculation scripts, or automated data retrieval.
- Users must supply client, account, benchmark, holdings, activity, and branding information.
- The source provides no evidence about platform testing, test coverage, or file-generation implementation.
- It requires compliance approval for a new template and does not replace professional review.
How to install
In Cowork, open Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the wealth-management vertical from the marketplace list. The skill is located at plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md. The repository is licensed under Apache License 2.0; the source does not document a separate installation command for this skill.
How to use
Use a request containing a supported trigger, such as “Generate a Q2 2026 client report for the Smith household,” and provide the reporting period, account scope, benchmark, branding requirements, and available performance, holdings, and activity data. You can request a PDF report, an editable Word document, or an optional Excel data appendix. The source does not specify an import method or automated market-data retrieval.