Generates client portfolio performance reports with returns tables, allocation charts, holdings details, market commentary, activity summaries, and planning notes for quarterly/annual use.
From wealth-managementnpx claudepluginhub anthropics/financial-services-plugins --plugin wealth-managementThis skill uses the workspace's default tool permissions.
Dispatches parallel agents to independently tackle 2+ tasks like separate test failures or subsystems without shared state or dependencies.
Executes pre-written implementation plans: critically reviews, follows bite-sized steps exactly, runs verifications, tracks progress with checkpoints, uses git worktrees, stops on blockers.
Guides idea refinement into designs: explores context, asks questions one-by-one, proposes approaches, presents sections for approval, writes/review specs before coding.
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".
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 |
Current allocation with visual (pie chart or bar chart):
| Asset Class | % of Portfolio | $ Value | Benchmark % |
|---|---|---|---|
| Security | Asset Class | Shares | Price | Value | % of Portfolio | QTD Return |
|---|---|---|---|---|---|---|
Brief market summary tailored to the client's level of sophistication:
Report Structure: