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Client performance report v1.0.0

Use this resource to write a client-facing performance report, quarterly or annual

New

  • 526 downloads
  • 159 likes
  • 244 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-performance-report

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sets the report parameters, computes returns by period and by account, presents allocation and positions, then adds market commentary. You get a structured report, ready to send after review.

Mostly picked by

Updated November 2, 2026

Card for the “Client performance report” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: parameters, returns and allocation by account
  • SKILL.md: position detail, market commentary and planning notes

Good fit for

  • Sending quarterly reports to private-wealth clients
  • An annual statement to produce with a benchmark comparison

Not for

    Tags

    • client report
    • performance
    • allocation
    • wealth management

    About

    You say

    “Annual report for a household with two accounts: return against a 60/40 benchmark and allocation by account.”

    Card for the “Client performance report” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to write a client-facing performance report, quarterly or annual
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.3 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/agent-plugins/meeting-prep-agent/skills/client-report
    Licence
    Apache-2.0

    Notice

    « client-report » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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