Client Report

Client Report is a Writing skill for Claude Code, published by w95 in awesome-claude-corporate-skills.

191 stars46 forkson w95/awesome-claude-corporate-skillsAdded 2026/09/06+2% in starsRepository updated 2026/02/26

ai-agentsai-skillsanthropicawesome-listbusinessclaudeclaude-codeclaude-skillscorporateenterprisefinancellmproductivityprompt-engineering

Install in seconds

Install Client Report

Copy Client Report into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/client-report ~/.claude/skills/client-report

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/w95/awesome-claude-corporate-skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: 02-finance-accounting/client-report/SKILL.md in w95/awesome-claude-corporate-skills
Installs to: ~/.claude/skills/client-report
Collection: One of 25 skills cataloged from this repository
Category: Writing — 1279 skills

What Client Report does

Client Report generates client-facing performance reports with returns, allocation breakdowns, holdings, and market commentary. Use it for quarterly, annual, or custom reporting with branding, disclosures, and compliance review.

Client Report is cataloged under Writing on DirSkills. Client Report comes from a repository tagged ai-agents, ai-skills, anthropic, awesome-list and business.

Documentation

README

Excerpt

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:

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Client Report

What else does w95 publish alongside Client Report?
Client Report is one of 25 skills that DirSkills catalogs from w95/awesome-claude-corporate-skills, the repository it ships in. Its siblings there include 3-Statement Financial Model, Board Meeting Preparation and Buyer List. Each one is a separate skill with its own page in this directory, installs the same way Client Report does, and is maintained by w95 in that same repository. The rest of the collection is listed on the w95/awesome-claude-corporate-skills page.
How does Client Report compare to other Writing skills?
Client Report ranks #1068 by stars among the 1279 Writing skills in this catalog. The most-starred ones next to it are Article Writing, Social Media Content Calendar and Knowledge Comic Creator. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Client Report against them. Open each page to compare what they document and how they install.