Client Performance Report
Generates a client-ready investment performance report with returns and allocation details.
by anthropics · ★ 40,739 on GitHub
What it does
You give Claude the client's account and performance data along with the reporting period and benchmark to use. Claude organizes it into a formatted report covering returns, allocation, holdings, and market commentary. You get a polished, client-facing report ready for distribution.
Who it’s for
A good fit for bookkeepers, finance teams and business owners, investors and people researching markets and anyone working with Word, PDF, Excel or PowerPoint files.
Finance & Accounting Investing & Trading Documents & Office Files
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Uses client financial data you provide; not financial advice.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0