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 yuping322/financial-services-plugins-new --skill client-reportgit clone --depth 1 https://github.com/yuping322/financial-services-plugins-newWrote 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/yuping322/financial-services-plugins-new/client-report)<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/client-report"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/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.
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/client-report"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/client-report.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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 | $0.00000 | $0.00772 |
| Opus 5.5 | $0.00000 | $0.00309 |
| Sonnet 5.5 | $0.00000 | $0.00154 |
| Haiku 4.5 | $0.00000 | $0.00077 |
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 1mo 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.
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.
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
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.
- 1mo ago First seen · 97 lines · 0 tokens per session scan A cc8706573ba5
client-report is a skill published in the GitHub repository yuping322/financial-services-plugins-new (18 stars, last pushed 7mo ago), licensed Apache-2.0. 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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