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.
npx skills add JoelLewis/finance_skills --skill client-reporting-deliverygit clone --depth 1 https://github.com/JoelLewis/finance_skillsWrote 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.
[](https://agentmods.dev/skills/joellewis/finance_skills/client-reporting-delivery)<a href="https://agentmods.dev/skills/joellewis/finance_skills/client-reporting-delivery"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/client-reporting-delivery/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.
<a href="https://agentmods.dev/skills/joellewis/finance_skills/client-reporting-delivery"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/client-reporting-delivery.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk pass
- NVIDIA SkillSpector pass
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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00135 | $0.07142 |
| Opus 5 | $0.00068 | $0.03571 |
| Sonnet 5 | $0.00027 | $0.01428 |
| Haiku 4.5 | $0.00014 | $0.00714 |
Grade A, and why
client-reporting-delivery 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 10d 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.
How it starts
The opening of the file, as written. The whole thing — 322 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Client Reporting and Delivery
Core Concepts
Client Reporting Architecture
The reporting pipeline in an advisory firm flows from data sources through a generation engine to client delivery. The primary data sources are the portfolio management system (PMS), custodian data feeds, financial planning tools, and the billing system. Each source contributes distinct data elements: the PMS provides portfolio holdings, performance calculations, and asset allocation; the custodian provides official transaction records, settled positions, and tax lot data; the financial planning tool provides goal progress and projection data; and the billing system provides fee calculations and payment history.
Report types span the full advisory relationship:
- Quarterly performance reports — The cornerstone deliverable. Summarizes portfolio performance, allocation, holdings, and transactions for the quarter with trailing period returns.
- Annual reviews — Comprehensive year-in-review combining performance, planning progress, and forward outlook. Often presented in person.
- Financial plan updates — Progress toward goals, updated projections, and recommended adjustments. May be quarterly or semi-annual.
- Tax reports — Realized gains and losses, unrealized gains and losses, cost basis reports, 1099 supplements, wash sale reports, and tax-loss harvesting summaries.
- Billing summaries — Detailed fee calculations showing AUM tiers, fee rates, amounts debited, and billing period.
- Custom and ad-hoc reports — Client-requested reports outside the standard cycle, such as a holdings detail for a mortgage application or a performance report for a specific date range.
Reporting platforms fall into several categories. PMS-embedded reporting tools (Orion Portfolio Solutions, Black Diamond, Tamarac Reporting) generate reports directly from the portfolio management database, ensuring data consistency. Standalone reporting platforms (e.g., Addepar) aggregate data from multiple sources and offer advanced customization, often favored by firms serving UHNW clients and family offices. (Backstop Solutions, sometimes miscategorized here, is an institutional research-management/CRM platform rather than a client reporting tool.) Client portal integration layers the reporting function into a broader digital client experience.
What ships with it
1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
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.
- 10d ago First seen · 322 lines · 135 tokens per session scan A 604ee2375e29
client-reporting-delivery is a skill published in the GitHub repository JoelLewis/finance_skills (184 stars, last pushed 1mo ago), licensed MIT. It adds 135 tokens to every session and 7,142 once invoked, about $0.0007 per session on Opus 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 2026-08-30.
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