| name | client-report |
| description | Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources. |
| user-invocable | true |
/client-report
Produce a concise, client-facing periodic report.
MCP Tool Map
- Portfolio facts:
ghostfolio.portfolio, portfolio-analytics.get_condensed_portfolio_state
- Risk and drift:
portfolio-analytics.analyze_portfolio_risk, portfolio-analytics.analyze_allocation_drift
- Market context:
market-intel-direct.get_market_snapshot, market-intel-direct.search_market_news
- Disclosure context for top names:
sec-edgar.sec_edgar_filing, sec-edgar.sec_edgar_insider
Scripts
scripts/ratio_calculator.py — financial ratio analysis across 5 categories; feed it P&L/BS/CF data from finance-graph and sec-edgar for ratio section of report
Workflow
Step 1: Reporting Scope
- Confirm period: MTD, QTD, YTD, 1Y, custom.
- Confirm household scope: entity, wrapper, account types.
- Confirm benchmark framing and IPS targets.
Step 2: Portfolio Snapshot
- Pull
ghostfolio.portfolio(operation="summary").
- Pull
ghostfolio.portfolio(operation="performance", range="1y").
- Pull
ghostfolio.portfolio(operation="dividends", range="1y").
- Pull
portfolio-analytics.get_condensed_portfolio_state for positions and concentration.
Step 3: Risk and Allocation
- Pull
portfolio-analytics.analyze_portfolio_risk and report ES, VaR, drawdown, volatility.
- Pull
portfolio-analytics.analyze_allocation_drift versus IPS targets.
- If ES > 2.5%, include CRITICAL risk alert language.
Step 4: Market and Policy Context
- Pull
market-intel-direct.get_market_snapshot for index/rates/vol backdrop.
- Pull
market-intel-direct.search_market_news for relevant portfolio/macro headlines.
- Optionally pull
policy-events.get_recent_bills and policy-events.get_federal_rules for policy context.
Step 5: Report Output
- Executive summary.
- Performance table and attribution highlights.
- Risk section with ES constraint status.
- Allocation drift and rebalancing notes.
- Tax-aware notes and action items.
- Data gaps section if any tools returned empty/no data.
