client-report
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".
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill client-report- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads client-report automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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:
| QTD | YTD | 1-Year | 3-Year Ann. | 5-Year Ann. | ITD Ann. | |
|---|---|---|---|---|---|---|
| Portfolio | ||||||
| Benchmark | ||||||
| +/- |
By Account:
| Account | Type | Value | QTD | YTD | Benchmark |
|---|---|---|---|---|---|
| Joint Taxable | Brokerage | ||||
| John IRA | Traditional | ||||
| Jane Roth | Roth IRA | ||||
| 529 Plan | Education | ||||
| Total |
Step 3: Allocation Overview
Current allocation with visual (pie chart or bar chart):
| Asset Class | % of Portfolio | $ Value | Benchmark % |
|---|---|---|---|
Step 4: Holdings Detail
| Security | Asset Class | Shares | Price | Value | % of Portfolio | QTD 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:
- Cover page (client name, period, firm logo)
- Executive summary (1 page)
- Performance summary (1-2 pages)
- Allocation overview with charts (1 page)
- Holdings detail (1-2 pages)
- Market commentary (1 page)
- Activity summary (1 page)
- Planning notes (1 page)
- 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
FAQ
What does the client-report skill do?
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".
How do I install client-report?
Run npx skills add https://github.com/anthropics/financial-services --skill client-report in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/client-report/ (personal) or .claude/skills/client-report/ (project).
Which AI agents can use client-report?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is client-report safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains client-report?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,084 recorded installs.
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