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client-report

Create client investment reports covering portfolio returns, asset allocation, holdings, market commentary, and account activity. Prepare quarterly or annual reports with firm branding in PDF or Word, with an optional Excel data appendix.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

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".

anthropics/financial-services

설치 방법 보기

이럴 때 유용합니다

Preparing quarterly investment reports for clients
Summarizing annual returns across household accounts
Explaining asset allocation and market developments
Adding financial goal progress and upcoming actions

포함된 파일(1)

SKILL.md3.2 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Client Report

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	Asset Class	Shares	Price	Value	% of Portfolio	QTD Return

Step 5: Market Commentary

Brief market summary tailored to the client's level of sophistication:

What happened in markets this quarter (2-3 sentences)
How it affected the portfolio
Outlook and positioning rationale (2-3 sentences)
No jargon for retail clients; can be more technical for sophisticated investors

Step 6: Activity Summary

Trades executed during the period
Contributions and withdrawals
Dividends and interest received
Fees charged
Rebalancing activity

Step 7: Planning Notes

Progress toward financial goals (retirement, education, etc.)
Any plan changes or recommendations
Upcoming action items
Next review date

Step 8: Output

PDF report (8-12 pages) with firm branding
Word document for customization
Excel data appendix (optional)

Report Structure:

Cover page (client name, period, firm logo)
Executive summary (1 page)
Performance summary (1-2 pages)
Allocation overview with charts (1 page)
Holdings detail (1-2 pages)
Market commentary (1 page)
Activity summary (1 page)
Planning notes (1 page)
Disclosures and disclaimers (1 page)

Important Notes

Performance must be calculated net of fees unless client/compliance requires gross
Always include appropriate disclaimers and disclosures (past performance, risk factors)
Reports should be consistent across clients — use a standard template
Match the level of detail to the client — some want every holding, others want a one-page summary
Benchmark selection matters — use the benchmark from the IPS, not whatever looks best
Review for compliance approval before first distribution of a new template

리뷰

아직 리뷰가 없습니다. 사용해 본 소감을 남겨 주세요.

로그인 없이 쓸 수 있습니다. 사용 후기, 질문, 작동하지 않은 환경 등을 편하게 남겨 주세요.

아직 댓글이 없습니다. 첫 댓글을 남겨 보세요.

같은 저장소의 스킬

3-statement-model

무료

Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

Complete a partially filled financial model
Link forecasts across three financial statements
Check balance sheet and cash flow consistency

anthropics/financial-services4만2026년 9월 22일 업데이트

accrual-schedule

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Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

Preparing an accrual schedule for month-end close
Calculating audit fee, bonus, or utilities accruals
Drafting journal entries with supporting references

anthropics/financial-services4만2026년 9월 22일 업데이트

ai-readiness

무료

Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

Quarterly reviews of AI opportunities across portfolio companies
Prioritizing companies for AI investment and operational support
Finding ways to reuse successful AI projects across companies

anthropics/financial-services4만2026년 9월 22일 업데이트

audit-xls

무료

Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

Checking formulas in a selected range
Investigating a balance sheet that does not balance
Reviewing a financial model before client delivery

anthropics/financial-services4만2026년 9월 22일 업데이트

bond-futures-basis

무료

Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

Comparing bond futures with cash bond prices
Identifying the cheapest bond to deliver
Comparing implied financing rates with market rates

anthropics/financial-services4만2026년 9월 22일 업데이트

bond-relative-value

무료

Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

Comparing the relative value of candidate bonds
Separating credit risk from other yield differences
Estimating gains and losses under interest rate shifts

anthropics/financial-services4만2026년 9월 22일 업데이트

anthropics의 스킬 모두 보기

이 스킬의 문제 신고

설치

명령으로 설치

npx skills add https://github.com/anthropics/financial-services --skill client-report

터미널에 붙여 넣고 실행합니다(Node.js 필요). Claude Code, Codex 등 설치할 에이전트를 고를 수 있습니다.

에이전트에게 부탁하기

다음 Agent Skill을 설치해 주세요.
https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/meeting-prep-agent/skills/client-report

먼저 SKILL.md와 첨부 파일의 내용을 확인해 수상한 처리(외부 전송, 인증 정보 읽기 등)가 없는지 확인한 뒤 Claude Code는 ~/.claude/skills/client-report/, Codex는 ~/.agents/skills/client-report/ 에 배치해 주세요.

이 문장을 그대로 Claude Code나 Codex에 보내면 내용을 확인한 뒤 설치해 줍니다.

GitHub에서 소스 보기

저장소: anthropics/financial-services
스타: 40,312
포크: 5,654
카테고리: 비즈니스
라이선스: Apache-2.0
원문 언어: 영어
최종 업데이트: 2026년 9월 22일

스킬은 에이전트를 위한 지시와 스크립트의 묶음입니다. cccskills는 내용의 안전성을 보증하지 않습니다. 설치하기 전에 내용을 확인하세요.