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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".

Install

npx skills add anthropics/financial-services --skill client-report -a claude-code

Installs to .claude/skills/client-report/ · Each command fetches the skill straight from GitHub with the open skills CLI.

Download .zip

Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.

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Why 96

Security100
Provenance100
Maintenance100
Licence100
Adoption71

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