Client Report
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Client-report is a Claude skill that generates professional client-facing portfolio performance reports for quarterly or annual distribution.
About
Client-report generates professional client-facing performance reports for wealth-management clients, suitable for quarterly or annual distribution. It assembles portfolio returns versus benchmark, allocation and holdings detail, activity summary, planning notes, and tailored market commentary. It outputs a firm-branded 8-12 page PDF plus Word and optional Excel appendix, with compliance disclaimers.
- Generates client-facing performance reports with portfolio returns, allocation breakdowns, holdings detail, and market c
- Compares portfolio vs benchmark across QTD/YTD/1yr/3yr/5yr/ITD and tailors commentary to client sophistication
- Outputs a branded 8-12 page PDF plus a Word version and optional Excel data appendix
Client Report by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
client-report capabilities & compatibility
- Capabilities
- client review · catalyst calendar · cim builder
- Works with
- excel
- Use cases
- documentation · data analysis
What client-report says it does
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary.
Performance must be calculated net of fees unless client/compliance requires gross
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Generate branded quarterly or annual client performance reports for wealth-management clients.
Who is it for?
Wealth advisors producing quarterly or annual client performance reports with returns, allocation, and commentary
Skip if: Internal meeting prep; that is client-review
When should I use this skill?
When generating a client report, performance report, or quarterly statement for a client
What you get
A branded 8-12 page PDF report (plus Word and optional Excel appendix) with performance, allocation, holdings, activity, and disclosures.
- Branded PDF report (8-12 pages)
- Word document for customization
- Optional Excel data appendix
By the numbers
- 8-step report workflow
- 9-section report structure
- 8-12 page PDF output
Files
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: 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
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What is in the report?
Cover page, executive summary, performance vs benchmark, allocation, holdings detail, market commentary, activity summary, planning notes, and disclosures.
Gross or net of fees?
Performance is calculated net of fees unless the client or compliance requires gross.