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Client performance reports and delivery v1.0.0

Use this resource to design and produce performance reports for clients

New

  • 384 downloads
  • 183 likes
  • 210 saves

Free

Install with the CLI

In a terminal, from the folder you want:

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

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 organises the content of quarterly and annual reports, the presentation of performance against benchmarks, and delivery through a portal or by email. It also checks disclaimers and quality before sending. You get a report structure and a production process.

Mostly picked by

Updated November 2, 2026

Card for the “Client performance reports and delivery” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: report architecture, content and performance presentation
  • SKILL.md: delivery channels, client portal, tax reports and quality control
  • references/examples.md: detailed worked examples

Good fit for

  • You want to redesign your quarterly report template
  • You are moving from print to digital delivery

Not for

    Tags

    • client report
    • performance
    • reporting
    • portal
    • compliance

    About

    You say

    “Redo my clients' quarterly report: net-of-fee performance, a comparison to an index and disclaimers.”

    Card for the “Client performance reports and delivery” skill

    Skill published by joellewis under the MIT 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 design and produce performance reports for clients
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md16.8 KB
    • SKILL.md38.6 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/client-reporting-delivery
    Licence
    MIT

    Notice

    « client-reporting-delivery » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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