Client Report

anthropics/financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-report

作者 anthropics574ed3624aeb無授權條款39K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫2 週前更新

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".

精選僅含說明Business & Finance

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路徑大小類型
SKILL.md3.2 KBtext/markdown

來源與署名

來源:anthropics/financial-services位於plugins/agent-plugins/meeting-prep-agent/skills/client-report提交574ed36

授權條款: 無授權條款

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