client-report

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

Security