Client Review Prep
Pulls together a client's account data into a concise meeting prep summary.
by anthropics · ★ 40,739 on GitHub
What it does
You provide a client's account details, performance numbers, and target allocation. Claude compares current results against targets, flags drift, and drafts talking points and an agenda. You get a meeting-ready summary so you walk in prepared.
Who it’s for
A good fit for bookkeepers, finance teams and business owners, investors and people researching markets and busy people who want to get organised.
Finance & Accounting Investing & Trading Personal Productivity
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