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".
Install
npx skills add anthropics/financial-services --skill client-reportnpx skills add anthropics/financial-services --skill client-report -a claude-code -gnpx skills add anthropics/financial-services --skill client-report -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/agent-plugins/meeting-prep-agent/skills/client-reportgh skill install anthropics/financial-services client-reportgit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-report ~/.claude/skills/client-report # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-report ~/.agents/skills/client-report # Codex, Cursor, Gemini CLI, Copilot, OpenCode