Client Report
OfficialFreeGenerate professional performance reports for clients.
Free · Opens the source repo
What Client Report does
The Client Report skill is designed to assist financial professionals in creating comprehensive, client-facing performance reports. This skill streamlines the report generation process by allowing users to input essential parameters such as client name, reporting period, accounts, and benchmarks. Users can customize reports to reflect their firm's branding, ensuring a professional presentation.
The workflow consists of several structured steps, starting with defining report parameters and culminating in a polished output. Users can generate a performance summary that includes detailed metrics across various time frames, such as quarterly and annual returns, alongside a breakdown by account. The allocation overview visually represents the portfolio distribution, while the holdings detail provides insights into individual securities and their performance.
Additionally, the skill includes a section for market commentary, tailored to the client's understanding level, which discusses market movements and their impact on the portfolio. This ensures that clients receive relevant insights without overwhelming jargon. The activity summary and planning notes sections help keep clients informed about trades, contributions, and future financial strategies.
Finally, the output is versatile, providing a PDF report for formal distribution, a Word document for further customization, and an optional Excel data appendix for detailed analysis. This skill is particularly beneficial for financial advisors and wealth managers who need to produce consistent, high-quality reports for their clients on a regular basis.
When to use it
Use this skill when you need to create detailed, professional performance reports for clients on a quarterly or annual basis.
When not to use it
Avoid this skill if you require real-time reporting or if your reports need to include complex financial modeling beyond standard performance metrics.
What you can build with it
Quarterly Performance Review
Generate a detailed quarterly report for clients, summarizing their portfolio performance and market conditions.
Annual Client Statements
Create comprehensive annual reports that include performance metrics, market commentary, and planning notes for client meetings.
Custom Reporting for Specific Clients
Tailor reports for specific clients by selecting accounts and benchmarks that match their investment strategies.
How to install Client Report
View source1. Install with the skills CLI
npx skills add anthropics/financial-services/client-report --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsClient 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
Frequently asked questions about Client Report
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