client-report

client-report is a skill for Claude Code, Codex from w95/awesome-claude-corporate-skills. It costs 0 tokens per session (772 once invoked), scanned A, a copy of client-report, MIT.

A workflow for producing client-facing investment performance reports. It covers returns for selected periods, comparisons with a benchmark, account details, and portfolio allocation.

In plain words
What is it for?
Use it to prepare quarterly, annual, or custom-period reports showing portfolio performance, benchmarks, account values, and allocation.
Why use it?
It organizes financial results into a report clients can review instead of requiring separate manual calculations and summaries.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to prepare quarterly, annual, or custom-period reports showing portfolio performance, benchmarks, account values, and allocation.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/w95/awesome-claude-corporate-skills/client-report
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.

Any agent
npx skills add w95/awesome-claude-corporate-skills --skill client-report
Clone the repo
git clone --depth 1 https://github.com/w95/awesome-claude-corporate-skills

Made for: Claude Code, Codex.

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 client-report

README.md
[![agentmods](https://agentmods.dev/badge/skills/w95/awesome-claude-corporate-skills/client-report/github.svg)](https://agentmods.dev/skills/w95/awesome-claude-corporate-skills/client-report)
Your own site
<a href="https://agentmods.dev/skills/w95/awesome-claude-corporate-skills/client-report"><img src="https://agentmods.dev/badge/skills/w95/awesome-claude-corporate-skills/client-report/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 client-report

Your own site · 80×15
<a href="https://agentmods.dev/skills/w95/awesome-claude-corporate-skills/client-report"><img src="https://agentmods.dev/badge/skills/w95/awesome-claude-corporate-skills/client-report.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 772 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 91% copy Near-identical to another mod 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 $0.00000 $0.00772
Opus 5 $0.00000 $0.00386
Sonnet 5 $0.00000 $0.00154
Haiku 4.5 $0.00000 $0.00077

Measured 12d ago against content hash cc8706573ba5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

client-report 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 12d 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.

Origin

This is a copy

91% identical to client-report — 7 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

02-finance-accounting/client-report/SKILL.md · 97 lines

How it starts

The opening of the file, as written. The whole thing — 97 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Client Report

description: 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".

Workflow

Step 1: Report Parameters

  • Client name and household
  • Reporting period: Quarter, YTD, annual, custom range
  • Accounts: All accounts or specific account
  • Benchmark: S&P 500, 60/40 blend, custom benchmark matching IPS
  • Firm branding: Logo, colors, disclaimers

Step 2: Performance Summary

Household Summary:

QTD YTD 1-Year 3-Year Ann. 5-Year Ann. ITD Ann.
Portfolio
Benchmark
+/-

By Account:

Account Type Value QTD YTD Benchmark
Joint Taxable Brokerage
John IRA Traditional
Jane Roth Roth IRA
529 Plan Education
Total

Step 3: Allocation Overview

Current allocation with visual (pie chart or bar chart):

Asset Class % of Portfolio $ Value Benchmark %

Step 4: Holdings Detail

Security Asset Class Shares Price Value % of Portfolio QTD Return

Step 5: Market Commentary

Brief market summary tailored to the client's level of sophistication:

  • What happened in markets this quarter (2-3 sentences)
  • How it affected the portfolio
  • Outlook and positioning rationale (2-3 sentences)
  • No jargon for retail clients; can be more technical for sophisticated investors

Step 6: Activity Summary

  • Trades executed during the period
  • Contributions and withdrawals
  • Dividends and interest received
  • Fees charged
  • Rebalancing activity

Read the full file on GitHub · 97 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. 12d ago First seen · 97 lines · 0 tokens per session scan A cc8706573ba5

Subscribe to this mod's changes

client-report is a skill published in the GitHub repository w95/awesome-claude-corporate-skills (198 stars, last pushed 6mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 772 tokens. A static security scan graded it A with 0 findings. It is 91% identical to client-report, differing in 7 lines, and is treated as a copy.

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