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From meeting-prep-agent
Prepares client review meeting materials with portfolio performance, allocation analysis, talking points, and action items. Activates on phrases like 'client review' or 'quarterly review'.
npx claudepluginhub anthropics/financial-services --plugin meeting-prep-agentHow this skill is triggered — by the user, by Claude, or both
Slash command
/meeting-prep-agent:client-reviewThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meet...
Prepares client review meeting materials with portfolio performance, allocation analysis, talking points, and action items. Activates on phrases like 'client review' or 'quarterly review'.
Prepares wealth management advisors for client review meetings by assembling context packages, performance summaries, allocation drift analysis, talking points, and agendas.
Creates professional investment proposals covering firm approach, allocation, outcomes, and fees. Use for pitching new clients or new investment strategies.
Share bugs, ideas, or general feedback.
description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
Gather or look up:
For each account and the household aggregate:
| Metric | QTD | YTD | 1-Year | 3-Year | Since Inception |
|---|---|---|---|---|---|
| Portfolio return | |||||
| Benchmark return | |||||
| Alpha |
Performance Attribution:
Current vs. target allocation:
| Asset Class | Target | Current | Drift | Action |
|---|---|---|---|---|
| US Large Cap | ||||
| US Mid/Small | ||||
| International Developed | ||||
| Emerging Markets | ||||
| Fixed Income | ||||
| Alternatives | ||||
| Cash |
Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%).
Generate a meeting agenda:
Based on the review, suggest: