From wealth-management
Generates a professional client-facing performance report for the specified client name and period (e.g., Q4 2025). Prompts for details if not provided.
npx claudepluginhub ian-lawrence423/anthropic-financial --plugin wealth-management[client name] [period, e.g. Q4 2025]Load the `client-report` skill to generate a professional client-facing performance report. If a client and period are provided, use them. Otherwise ask for client details and reporting period.
/client-reportGenerates a professional client-facing performance report for the specified client name and period (e.g., Q4 2025). Prompts for details if not provided.
/monthlyGenerates client-ready monthly marketing report for a client or project via interactive prompts for scope, period, comparisons, pulling from analytics/CRM data.
/proposal-writerWrites a client proposal or quote using the optional [client-name] argument; prompts for project details if none provided.
/run-partner-qbrGenerates partner QBR/EBR packets with pipeline metrics, GTM programs, insights, action items, and trackers, tailored by partner, window, audience, and format.
/portfolioAnalyzes portfolio company performance against plan, reviewing KPIs, variances, and red flags. Provide company name or path to financial package.
Share bugs, ideas, or general feedback.
Load the client-report skill to generate a professional client-facing performance report.
If a client and period are provided, use them. Otherwise ask for client details and reporting period.