| name | client-report |
| description | Use this skill when the task requires client report capabilities. |
| executor | LLM_BEHAVIOR |
| skill_id | finance.wealth_management.client_report_3 |
| status | ADOPTED |
| security | {"level":"high","pii":false,"approval_required":true} |
| anchors | ["finance","reporting","performance","design"] |
| tier | 2 |
| input_schema | [{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true}] |
| output_schema | [{"name":"report","type":"string","description":"Analysis report or summary from client report"}] |
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