client-report

bởi anthropic

Tạo báo cáo hiệu suất chuyên nghiệp dành cho khách hàng với lợi nhuận danh mục, phân tích phân bổ và bình luận thị trường. Phù hợp cho báo cáo hàng quý hoặc hàng năm…

npx skills add https://github.com/anthropics/financial-services --skill client-report

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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