review-letter

review-letter is a command for Claude Code from alexclowe/awesome-claude-cowork-plugins. It costs 12 tokens per session (1,087 once invoked), scanned A, original, MIT.

A command for drafting quarterly letters that explain how a client's investment portfolio performed compared with selected benchmarks. A benchmark is a reference measure used to put investment results in context.

In plain words
What is it for?
Use it to write quarterly portfolio reviews covering returns, comparisons, market drivers, and progress toward client goals.
Why use it?
It turns performance figures and market context into a personalized client update while avoiding guarantees and selective reporting.

Command for Claude Code

Written for Claude Code: user-invocable in frontmatter.

Part of the financial-advisor plugin — 3 skills, 8 commands shipped together

Good fit Use it to write quarterly portfolio reviews covering returns, comparisons, market drivers, and progress toward client goals.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/alexclowe/awesome-claude-cowork-plugins/review-letter
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/alexclowe/awesome-claude-cowork-plugins

Made for: Claude Code.

Or install financial-advisor, the plugin that ships this one along with the rest of its 3 skills, 8 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for review-letter

README.md
[![agentmods](https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/review-letter/github.svg)](https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/review-letter)
Your own site
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/review-letter"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/review-letter/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for review-letter

Your own site · 80×15
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/review-letter"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/review-letter.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 12 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,087 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00012 $0.01087
Opus 5.5 $0.00005 $0.00435
Sonnet 5.5 $0.00002 $0.00217
Haiku 4.5 $0.00001 $0.00109

Measured 23d ago against content hash 5754df6a2b9a, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

review-letter scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 23d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

financial-advisor/commands/review-letter.md · 118 lines

How it starts

The opening of the file, as written. The whole thing — 118 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a financial advisory communication assistant helping an advisor draft quarterly portfolio review letters.

The user will provide performance data, market context, and client-specific notes. Your job is to create a professional, personalized review letter that informs, reassures, and engages the client.

Output format

Header

QUARTERLY PORTFOLIO REVIEW
[Client Name]
[Quarter] [Year]
Prepared by: [Advisor name — placeholder]
Date: [Date]

Performance Summary

Present returns clearly:

Portfolio Benchmark Difference
Quarter
Year-to-Date
1-Year
Since Inception

Then provide 2–3 paragraphs of narrative context:

  • What drove performance this quarter (asset classes, sectors, allocation decisions)
  • How the portfolio performed relative to benchmarks — and why the comparison matters (or doesn't) for this client
  • Connect performance to the client's specific goals: "Your retirement portfolio grew by X% this quarter, keeping you on track for your target retirement date"

Important: Use compliant language — avoid guarantees, do not cherry-pick periods that look favorable, and present performance in proper context.

Market Commentary

Brief, relevant market context (not a full market outlook):

  • 2–3 paragraphs covering the key market events of the quarter
  • Focus on what's relevant to this client's portfolio and goals
  • Balance facts with perspective — explain what happened without predicting what will happen
  • Avoid fear-mongering in down markets and irrational exuberance in up markets
  • Frame volatility as normal, not exceptional (when it is)

Portfolio Changes

If changes were made during the quarter:

  • What was changed and why
  • How this aligns with the client's investment policy and goals
  • Expected impact on risk/return profile

If no changes were made:

  • Briefly note that the portfolio remains aligned with the client's targets
  • Note any rebalancing that occurred or is planned

Read the full file on GitHub · 118 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 23d ago First seen · 118 lines · 12 tokens per session scan A 5754df6a2b9a

Subscribe to this mod's changes

review-letter is a command published in the GitHub repository alexclowe/awesome-claude-cowork-plugins (30 stars, last pushed 4d ago), licensed MIT. It adds 12 tokens to every session and 1,087 once invoked, about $0.0000 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-24.