pdf-wealth-report

name	pdf-wealth-report
description	Create polished PDF reports for private banking and wealth management — portfolio reviews, market outlooks, investment proposals, risk assessments, and CIO publications. Uses a navy-and-gold theme with serif typography, KPI cards, risk badges, and inline SVG charts (pie, donut, bar, line). Use when: (1) generating client portfolio reports or quarterly reviews; (2) writing market outlook or CIO publications; (3) creating investment proposals or recommendation memos; (4) producing risk assessment documents; (5) any wealth management or private banking PDF deliverable. Triggers on: "portfolio report", "client review", "market outlook PDF", "wealth management report", "investment proposal", "quarterly review", "CIO publication", "risk report".
enabled	true

Wealth Report

Generate professional PDF reports for private banking and wealth management using HTML templates with a navy-and-gold theme, then render via Playwright.

Data Sources

Before building the report, gather the data you need:

• From portfolio-review handoff: If a portfolio analysis was already run, read /tmp/portfolio_analysis.json for pre-computed metrics (allocations, risk flags, performance). This avoids re-doing the analysis.
• From CRM directly: If no prior analysis exists, use load_from_crm_by_client_fullname / get_client_portfolio to get raw client and portfolio data, then compute the metrics yourself.
• From web_search: For market outlook reports, fetch current market data and news.
• From rag_search: For CIO views, house recommendations, and policy content.

Key principle: This skill handles formatting and rendering — not analysis. Get the numbers from portfolio-review or compute them via code_interpreter first, then focus on building the HTML and generating charts.

Workflow

1. Choose a template from assets/:
   • portfolio-review.html — Client portfolio with KPIs, allocation, performance, risk, recs
   • market-outlook.html — CIO / market outlook with asset class views
2. Copy and customize: cp assets/<template>.html <report-name>.html
3. Generate charts (see below) and paste the SVG output into your HTML
4. Replace placeholders (ALL_CAPS) with real data
5. Render: node scripts/generate-pdf.js <report-name>.html [output.pdf]
6. Verify: Check output exists and size is reasonable

generate-pdf.js

node scripts/generate-pdf.js <input.html> [output.pdf] [--format A4|Letter] [--landscape]

• Requires Playwright Chromium (npx -y playwright install chromium)
• For full-width cover bar: use PDF_MARGIN_*=0 env vars (template handles its own padding)
• Default margins: 1.8cm top/bottom, 1.5cm sides

Charts — generate-charts.js

Generate inline SVG charts to embed directly in report HTML. Zero external dependencies.

# Donut chart (recommended for allocation)
node scripts/generate-charts.js donut \
  --data "Equities:42,Fixed Income:28,Alternatives:15,Real Estate:10,Cash:5" \
  --title "Asset Allocation"

# Bar chart with benchmark comparison
node scripts/generate-charts.js bar \
  --data "Q1:3.2,Q2:4.1,Q3:2.8,Q4:1.9" \
  --benchmark "Q1:2.1,Q2:3.0,Q3:2.5,Q4:1.4" \
  --title "Quarterly Returns vs Benchmark"

# Line chart (portfolio value over time)
node scripts/generate-charts.js line \
  --data "Jan:100,Feb:103,Mar:101,Apr:107,May:110,Jun:108" \
  --title "Portfolio Value (Indexed)"

# Pie chart
node scripts/generate-charts.js pie \
  --data "CHF:55,EUR:25,USD:15,GBP:5" \
  --title "Currency Exposure"

Options: --width 500 --height 300 --colors "#0B1F3A,#B8860B,..." --output chart.svg

To embed: Run without --output to get SVG on stdout. Paste it directly into the HTML where the chart should appear. SVGs use the same navy/gold color palette as the theme.

Chart Recommendations by Section

Report Section	Chart Type	Data
Asset Allocation	donut	Asset class weights
Performance Review	bar with --benchmark	Period returns vs benchmark
Portfolio Value	line	Monthly/quarterly indexed values
Currency Exposure	pie	Currency breakdown
Sector Breakdown	donut	Sector weights
Risk Contribution	bar	Risk % by asset class

CSS Quick Reference

Class	Effect
.box.box-insight	💡 Navy insight callout
.box.box-risk	🚨 Red risk warning
.box.box-opportunity	📈 Green opportunity callout
.box.box-note	📝 Amber advisory note
.risk-badge.risk-low	Green "Low" pill
.risk-badge.risk-moderate	Amber "Moderate" pill
.risk-badge.risk-high	Red "High" pill
.positive / .negative / .neutral	Green / red / gray for returns
.currency	Tabular-numeral formatting
tr.highlight	Gold-highlighted table row
.kpi-grid + .kpi-card	4-column KPI dashboard
.page-break	Force new page before element

For full CSS details: references/css-reference.md

Cover Bar

The cover uses a gradient navy background with gold accents. Structure:

<div class="cover-bar">
  <p class="firm-name">FIRM_NAME</p>
  <h1>REPORT_TITLE</h1>
  <p class="subtitle">REPORT_SUBTITLE</p>
  <div class="cover-divider"></div>
  <div class="cover-meta">
    <span>Prepared for <strong style="color:white">CLIENT_NAME</strong> · CLIENT_ID</span>
    <span>DATE · ADVISOR_NAME, ADVISOR_TITLE</span>
  </div>
  <div class="cover-meta">
    <span class="confidential">Strictly Private &amp; Confidential</span>
    <span>FIRM_LOCATION</span>
  </>

For full-width rendering, set all Playwright margins to 0 — the .content wrapper provides internal page margins for everything below the cover.

Compliance

Every report must include a footer with disclaimer. See references/compliance.md for:

• Disclaimer templates by report type (client, CIO, research)
• Classification labels
• Regulatory references by jurisdiction (FINMA, FCA, MiFID II, MAS)
• Risk profile definitions

Guidelines

When to Use This Skill

• Use for: Formal client deliverables, quarterly portfolio reviews, market outlook publications, investment proposals, documented recommendations, and any content that needs to be a polished PDF.
• Do NOT use for: Quick verbal portfolio summaries, simple Q&A about a client, ad-hoc calculations, or informal internal discussions. For those, respond inline in chat using portfolio-review or code_interpreter instead.

Report Standards

• One HTML file per report — fully self-contained (charts are inline SVG)
• Serif for narrative (Georgia), sans-serif for data (Segoe UI)
• Include at least 2-3 charts in any portfolio report — clients expect visual data
• KPI cards: Max 4 per row for executive summaries
• Risk badges on every recommendation and risk metric
• Gold highlights (tr.highlight) sparingly — totals or key rows only
• Page breaks: At minimum before Performance and Risk sections
• Footer: Always present with disclaimer, date, and preparer
• Theme: Navy (#0B1F3A) + Gold (#B8860B). Do not change primary colors.
• Currency: Always specify (CHF, EUR, USD). Use .currency class for alignment.
• Positive/negative: Always use .positive/.negative classes — never raw text.