◆ Output
What it produces
Branded client performance report with returns, allocation, benchmark comparison, and personalized commentary
◆ Audience
Best for
Quarterly and annual client reportingrelationship review materials
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/client-report Q3 2025 performance report for attached client portfolio
›/client-report Generate quarterly reports for all clients in attached list
›/client-report Annual statement with attribution and market commentary
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Client Report folder on GitHub, download it as a ZIP file. Or download the full Wealth Management vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /client-report in Claude
Open Claude, type /client-report, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Wealth Management