# Client Report

> A Claude skill from w95/awesome-claude-corporate-skills.

- **Type:** Skill
- **Install:** `agentstack add skill-w95-awesome-claude-corporate-skills-client-report`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [w95](https://agentstack.voostack.com/s/w95)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [w95](https://github.com/w95)
- **Source:** https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/client-report

## Install

```sh
agentstack add skill-w95-awesome-claude-corporate-skills-client-report
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Client Report

description: 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".

## 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

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [w95](https://github.com/w95)
- **Source:** [w95/awesome-claude-corporate-skills](https://github.com/w95/awesome-claude-corporate-skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-w95-awesome-claude-corporate-skills-client-report
- Seller: https://agentstack.voostack.com/s/w95
- Browse the marketplace: https://agentstack.voostack.com/browse

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