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Client Report

AnthropicOfficialPublished by Anthropic

  • Skill
  • Content generator
  • Business and productivity
  • Apache-2.0
  • No issues found
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From the author

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The client-report skill provides a structured workflow for generating comprehensive, client-facing financial performance reports. It guides the user through gathering necessary parameters, calculating performance metrics, and synthesizing data into a professional document. The skill supports various reporting periods and formats, ensuring that outputs like performance summaries, allocation breakdowns, and market commentary are tailored to the client's sophistication level and specific investment policy statement (IPS).

What it does

  • Generates professional performance reports for quarterly or annual client distribution.
  • Structures data into performance summaries, allocation overviews, and holdings details.
  • Drafts market commentary tailored to the client's level of financial sophistication.
  • Summarizes account activity including trades, contributions, withdrawals, and fees.
  • Integrates planning notes to track progress toward specific financial goals.
  • Produces output in PDF, Word, or Excel formats with firm-specific branding.

When to use it

  • When preparing quarterly or annual performance reviews for investment clients.
  • When you need to communicate portfolio performance and market outlook clearly.
  • When you need to provide a detailed breakdown of asset allocation and holdings.
  • When documenting progress toward long-term financial goals for a client household.

Advantages

  • Ensures consistency in reporting across different client accounts.
  • Allows for customization of technical depth based on client needs.
  • Includes essential compliance elements like disclaimers and net-of-fee calculations.
  • Provides a clear, standardized structure for complex financial data.

Usage examples

“Generate a quarterly report for John Doe.”
The agent initiates the report generation workflow, prompting for the specific reporting period, account selection, and benchmark to be used for John Doe's portfolio.
“Create a performance report for my client's annual review.”
The agent compiles the annual performance summary, allocation charts, and market commentary into a professional document ready for client presentation.

Install

  1. Download the skill as a ZIP:

    https://autogineer.com/agent-skills/anthropics/client-report/download

  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip client-report.zip -d .agents/skills

Documentation by Anthropic

Client Report

Workflow

Step 1: Report Parameters

  • Client name and household

  • Reporting period: Quarter, YTD, annual, custom range

  • Accounts: All accounts or specific account

  • Benchmark: S&P 500, 60/40 blend, custom benchmark matching IPS

  • Firm branding: Logo, colors, disclaimers

Step 2: Performance Summary

Household Summary:

QTDYTD1-Year3-Year Ann.5-Year Ann.ITD Ann.
Portfolio
Benchmark
+/-

By Account:

AccountTypeValueQTDYTDBenchmark
Joint TaxableBrokerage
John IRATraditional
Jane RothRoth IRA
529 PlanEducation
Total
Step 3: Allocation Overview

Current allocation with visual (pie chart or bar chart):

Asset Class% of Portfolio$ ValueBenchmark %
Step 4: Holdings Detail
SecurityAsset ClassSharesPriceValue% of PortfolioQTD Return
Step 5: Market Commentary

Brief market summary tailored to the client's level of sophistication:

  • What happened in markets this quarter (2-3 sentences)

  • How it affected the portfolio

  • Outlook and positioning rationale (2-3 sentences)

  • No jargon for retail clients; can be more technical for sophisticated investors

Step 6: Activity Summary

  • Trades executed during the period

  • Contributions and withdrawals

  • Dividends and interest received

  • Fees charged

  • Rebalancing activity

Step 7: Planning Notes

  • Progress toward financial goals (retirement, education, etc.)

  • Any plan changes or recommendations

  • Upcoming action items

  • Next review date

Step 8: Output

  • PDF report (8-12 pages) with firm branding

  • Word document for customization

  • Excel data appendix (optional)

Report Structure:

  1. Cover page (client name, period, firm logo)

  2. Executive summary (1 page)

  3. Performance summary (1-2 pages)

  4. Allocation overview with charts (1 page)

  5. Holdings detail (1-2 pages)

  6. Market commentary (1 page)

  7. Activity summary (1 page)

  8. Planning notes (1 page)

  9. Disclosures and disclaimers (1 page)

Important Notes

  • Performance must be calculated net of fees unless client/compliance requires gross

  • Always include appropriate disclaimers and disclosures (past performance, risk factors)

  • Reports should be consistent across clients — use a standard template

  • Match the level of detail to the client — some want every holding, others want a one-page summary

  • Benchmark selection matters — use the benchmark from the IPS, not whatever looks best

  • Review for compliance approval before first distribution of a new template

Files

ATTRIBUTION.md

Attribution

This folder is an unmodified copy of the Agent Skill "client-report", distributed by AutoGineer (https://autogineer.com/agent-skills).

The skill's own files are unmodified copies. AutoGineer is not affiliated with or endorsed by the author or the publisher.

Files added by AutoGineer

  • ATTRIBUTION.md: this file, written by AutoGineer

  • LICENSE: copied from LICENSE

Requirements and compatibility

Written for: Claude Code, Claude apps

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Anthropic
Publisher
Anthropic (Official)
Source
anthropics/financial-services · plugins/agent-plugins/meeting-prep-agent/skills/client-report · commit 6056506
Licence
Apache License 2.0 (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Anthropic or Anthropic.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download client-report.zip