Client Performance Report
Turn portfolio performance, allocation, holdings, and market context into a polished client-ready report.
The skill requests client names, accounts, holdings, trades, fees, and planning information and targets client distribution. The README adds human sign-off, compliance review, disclaimers, and no transaction execution, reducing external-impact risk. However, it does not specify data sources, access controls, privacy handling, distribution confirmation, sensitive-data controls, or rollback, so points are deducted.
The workflow is internally coherent from parameters through performance, allocation, holdings, commentary, activity, planning, and output. It does not define calculation methods, validation, missing-data handling, benchmark mismatch handling, or diagnosable failure feedback, and there are no skill-specific tests, so the static score remains limited.
The name, use case, inputs, trigger phrases, reporting periods, and PDF/Word/Excel outputs are reasonably clear for quarterly or annual client reporting. Non-fit boundaries, data-availability assumptions, jurisdictional differences, Chinese-language support, and precise trigger exclusions are not documented, so points are deducted.
The skill uses a readable stepwise structure with a report outline and important notes; repository context supplies an Apache-2.0 license and CI validation. The skill itself lacks dependency/install notes, finished examples, FAQs, versioning, changelog, explicit maintenance ownership, update path, and implementation guidance for producing the stated files.
It covers the major sections of a client performance report and correctly emphasizes IPS-based benchmarks, fee treatment, disclosures, consistent templates, and compliance approval. However, it provides no data connectors, formulas, templates, or verified deliverables, so substantial manual work remains and the static score is capped below the maximum.
The file provides an auditable workflow and the repository contains general plugin-validation and secret-scanning CI evidence. There are no tests covering this skill's key paths, real generated reports, calculation reconciliations, or third-party execution evidence, so verifiability is limited.
- Do not treat this as a validated performance-calculation or report-generation system; qualified personnel should verify data, fee treatment, benchmarks, annualization, disclosures, and formatting.
- Confirm access, privacy, and retention controls before providing client data, and obtain explicit human compliance approval before distribution.
- The skill does not specify handling for missing or conflicting data and does not demonstrate actual PDF, Word, or Excel generation.
- Market commentary and outlook statements may create timeliness and compliance risk; use traceable sources and review them separately.
What does this skill do, and when should you use it?
This skill generates quarterly or annual client-facing investment performance reports at both household and account level. It organizes benchmark comparisons, allocation, holdings, activity, market commentary, and planning notes. The prescribed structure supports branded reports with charts and disclosures. Outputs require professional and compliance review and are not investment, tax, legal, or accounting advice.
Collects the client household, reporting period, account scope, benchmark, and branding requirements; organizes portfolio-versus-benchmark QTD, YTD, and annualized returns; summarizes values and performance by account; prepares allocation tables, holdings detail, and activity summaries; drafts client-appropriate market commentary and planning notes; and specifies an 8–12 page branded PDF report with an executive summary, performance, allocation charts, holdings, commentary, activity, planning notes, and disclosures, plus an editable Word document and optional Excel appendix.
- A wealth manager needs to prepare a quarterly review covering a household with several accounts and an IPS benchmark.
- An advisor needs to explain quarterly market movements, portfolio impact, and the rationale for current positioning to a client.
- A client-service team needs to produce annual reports consistently while retaining the level of holdings and activity detail each client expects.
- A compliance or operations reviewer needs to check that performance methodology, risk disclosures, and disclaimers are addressed.
What are this skill's strengths and limitations?
- Defines an end-to-end structure from report parameters through disclosures.
- Covers household and account performance, allocation, holdings, activity, and planning notes.
- Calls for net-of-fee performance, IPS-based benchmarks, standard templates, and compliance review.
- Allows commentary depth and terminology to match retail or sophisticated investors.
- The SKILL.md provides no data connectors, calculation scripts, or report templates.
- It does not explain how to import holdings, calculate returns, or produce PDF, Word, and Excel files.
- Market commentary depends on supplied data and judgment; no fact-validation workflow is specified.
- The repository states that outputs require review by a qualified professional and are not investment advice.
How do you install this skill?
The source does not document standalone installation. The README says this skill is bundled with the Meeting Prep Agent plugin. In Cowork, open Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the relevant agent or plugin. Alternatively, upload a zip of plugins/agent-plugins/meeting-prep-agent/.
How do you use this skill?
Provide the client household, reporting period, account scope, IPS benchmark, branding requirements, and portfolio data, then prompt “generate a client report” or “generate a quarterly performance report for [client].” The source does not document data-import, calculation-engine, or standalone file-generation procedures.