Client Report
by anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago
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".
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| SKILL.md | 3.2 KB | text/markdown |
Source and attribution
Source:anthropics/financial-servicesinplugins/agent-plugins/meeting-prep-agent/skills/client-reportat commit574ed36
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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