[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718AHVXF84GGTHR3P5K4B2X":3,"skill-same:01M718AHVXF84GGTHR3P5K4B2X":68},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":23,"publishedAt":41,"linkOnly":42,"markdownContent":43,"markdownBody":44,"frontMatter":45,"refName":46,"commitSha":47,"skillDirectory":48,"forksCount":49,"repositoryHtmlUrl":50,"repositoryHomepageUrl":6,"ownerHtmlUrl":51,"ownerBlogUrl":52,"ownerDescription":6,"updatedAt":53,"install":54,"resources":67},"01M718AHVXF84GGTHR3P5K4B2X","client-report",null,"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\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41213,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fmeeting-prep-agent\u002Fskills\u002Fclient-report\u002FSKILL.md",[18],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000034","行政与办公人员","PROFESSION","适用职业",[24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40],"report","client","client report","returns","allocation","commentary","performance report","generate","portfolio","with","reports","Market","triggers","performance","for","professional","distribution","2026-11-10 10:12:30",false,"---\nname: client-report\ndescription: 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\".\n---\n\n# Client Report\n\n## Workflow\n\n### Step 1: Report Parameters\n\n- **Client name** and household\n- **Reporting period**: Quarter, YTD, annual, custom range\n- **Accounts**: All accounts or specific account\n- **Benchmark**: S&P 500, 60\u002F40 blend, custom benchmark matching IPS\n- **Firm branding**: Logo, colors, disclaimers\n\n### Step 2: Performance Summary\n\n**Household Summary:**\n\n| | QTD | YTD | 1-Year | 3-Year Ann. | 5-Year Ann. | ITD Ann. |\n|---|-----|-----|--------|-------------|-------------|----------|\n| Portfolio | | | | | | |\n| Benchmark | | | | | | |\n| +\u002F- | | | | | | |\n\n**By Account:**\n\n| Account | Type | Value | QTD | YTD | Benchmark |\n|---------|------|-------|-----|-----|-----------|\n| Joint Taxable | Brokerage | | | | |\n| John IRA | Traditional | | | | |\n| Jane Roth | Roth IRA | | | | |\n| 529 Plan | Education | | | | |\n| **Total** | | | | | |\n\n### Step 3: Allocation Overview\n\nCurrent allocation with visual (pie chart or bar chart):\n\n| Asset Class | % of Portfolio | $ Value | Benchmark % |\n|------------|---------------|---------|-------------|\n| | | | |\n\n### Step 4: Holdings Detail\n\n| Security | Asset Class | Shares | Price | Value | % of Portfolio | QTD Return |\n|----------|-----------|--------|-------|-------|---------------|-----------|\n| | | | | | | |\n\n### Step 5: Market Commentary\n\nBrief market summary tailored to the client's level of sophistication:\n- What happened in markets this quarter (2-3 sentences)\n- How it affected the portfolio\n- Outlook and positioning rationale (2-3 sentences)\n- No jargon for retail clients; can be more technical for sophisticated investors\n\n### Step 6: Activity Summary\n\n- Trades executed during the period\n- Contributions and withdrawals\n- Dividends and interest received\n- Fees charged\n- Rebalancing activity\n\n### Step 7: Planning Notes\n\n- Progress toward financial goals (retirement, education, etc.)\n- Any plan changes or recommendations\n- Upcoming action items\n- Next review date\n\n### Step 8: Output\n\n- PDF report (8-12 pages) with firm branding\n- Word document for customization\n- Excel data appendix (optional)\n\n**Report Structure:**\n1. Cover page (client name, period, firm logo)\n2. Executive summary (1 page)\n3. Performance summary (1-2 pages)\n4. Allocation overview with charts (1 page)\n5. Holdings detail (1-2 pages)\n6. Market commentary (1 page)\n7. Activity summary (1 page)\n8. Planning notes (1 page)\n9. Disclosures and disclaimers (1 page)\n\n## Important Notes\n\n- Performance must be calculated net of fees unless client\u002Fcompliance requires gross\n- Always include appropriate disclaimers and disclosures (past performance, risk factors)\n- Reports should be consistent across clients — use a standard template\n- Match the level of detail to the client — some want every holding, others want a one-page summary\n- Benchmark selection matters — use the benchmark from the IPS, not whatever looks best\n- Review for compliance approval before first distribution of a new template\n","# Client Report\n\n## Workflow\n\n### Step 1: Report Parameters\n\n- **Client name** and household\n- **Reporting period**: Quarter, YTD, annual, custom range\n- **Accounts**: All accounts or specific account\n- **Benchmark**: S&P 500, 60\u002F40 blend, custom benchmark matching IPS\n- **Firm branding**: Logo, colors, disclaimers\n\n### Step 2: Performance Summary\n\n**Household Summary:**\n\n| | QTD | YTD | 1-Year | 3-Year Ann. | 5-Year Ann. | ITD Ann. |\n|---|-----|-----|--------|-------------|-------------|----------|\n| Portfolio | | | | | | |\n| Benchmark | | | | | | |\n| +\u002F- | | | | | | |\n\n**By Account:**\n\n| Account | Type | Value | QTD | YTD | Benchmark |\n|---------|------|-------|-----|-----|-----------|\n| Joint Taxable | Brokerage | | | | |\n| John IRA | Traditional | | | | |\n| Jane Roth | Roth IRA | | | | |\n| 529 Plan | Education | | | | |\n| **Total** | | | | | |\n\n### Step 3: Allocation Overview\n\nCurrent allocation with visual (pie chart or bar chart):\n\n| Asset Class | % of Portfolio | $ Value | Benchmark % |\n|------------|---------------|---------|-------------|\n| | | | |\n\n### Step 4: Holdings Detail\n\n| Security | Asset Class | Shares | Price | Value | % of Portfolio | QTD Return |\n|----------|-----------|--------|-------|-------|---------------|-----------|\n| | | | | | | |\n\n### Step 5: Market Commentary\n\nBrief market summary tailored to the client's level of sophistication:\n- What happened in markets this quarter (2-3 sentences)\n- How it affected the portfolio\n- Outlook and positioning rationale (2-3 sentences)\n- No jargon for retail clients; can be more technical for sophisticated investors\n\n### Step 6: Activity Summary\n\n- Trades executed during the period\n- Contributions and withdrawals\n- Dividends and interest received\n- Fees charged\n- Rebalancing activity\n\n### Step 7: Planning Notes\n\n- Progress toward financial goals (retirement, education, etc.)\n- Any plan changes or recommendations\n- Upcoming action items\n- Next review date\n\n### Step 8: Output\n\n- PDF report (8-12 pages) with firm branding\n- Word document for customization\n- Excel data appendix (optional)\n\n**Report Structure:**\n1. Cover page (client name, period, firm logo)\n2. Executive summary (1 page)\n3. Performance summary (1-2 pages)\n4. Allocation overview with charts (1 page)\n5. Holdings detail (1-2 pages)\n6. Market commentary (1 page)\n7. Activity summary (1 page)\n8. Planning notes (1 page)\n9. Disclosures and disclaimers (1 page)\n\n## Important Notes\n\n- Performance must be calculated net of fees unless client\u002Fcompliance requires gross\n- Always include appropriate disclaimers and disclosures (past performance, risk factors)\n- Reports should be consistent across clients — use a standard template\n- Match the level of detail to the client — some want every holding, others want a one-page summary\n- Benchmark selection matters — use the benchmark from the IPS, not whatever looks best\n- Review for compliance approval before first distribution of a new template\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fagent-plugins\u002Fmeeting-prep-agent\u002Fskills\u002Fclient-report",5739,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":55,"prompt":65,"zipAvailable":66},[56,59,62],{"tool":57,"command":58},"npx","npx skills add anthropics\u002Ffinancial-services --skill client-report",{"tool":60,"command":61},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill client-report",{"tool":63,"command":64},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill client-report","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fmeeting-prep-agent\u002Fskills\u002Fclient-report\u002FSKILL.md",true,[],[69,94,117,138,165,182],{"skillNo":70,"name":71,"nameZh":6,"description":72,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":73,"categories":74,"keywords":75,"publishedAt":41},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[76,77,78,79,80,81,82,83,84,85,36,86,87,88,89,90,91,33,92,93],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","use","roadmap","when","materials","cost","acquisition",{"skillNo":95,"name":96,"nameZh":6,"description":97,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":98,"categories":99,"keywords":100,"publishedAt":41},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[101,102,103,104,105,106,38,107,36,108,88,90,109,110,111,112,113,114,115,116],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analysis","analyze","targets","arr","customer","revenue","cohort",{"skillNo":118,"name":119,"nameZh":6,"description":120,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":121,"categories":122,"keywords":123,"publishedAt":41},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[124,110,27,125,126,127,128,38,129,130,131,36,132,88,90,133,134,135,136,137],"returns analysis","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":139,"name":140,"nameZh":6,"description":141,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":142,"categories":143,"keywords":152,"publishedAt":41},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[144,149],{"categoryNo":145,"categoryName":146,"taxonomyType":147,"taxonomyTypeDesc":148},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":150,"categoryName":151,"taxonomyType":147,"taxonomyTypeDesc":148},"01JBSEEDCAT000000000000004","电子表格",[153,154,32,155,156,157,37,158,36,88,90,159,160,111,91,161,162,79,163,164],"portfolio monitoring","monitoring","financials","PDF","xlsx","company","review","check","packages","track","covenant","how",{"skillNo":166,"name":167,"nameZh":6,"description":168,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":169,"categories":170,"keywords":171,"publishedAt":41},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[172,173,174,81,39,38,175,131,36,176,88,177,90,110,91,178,135,179,180,181],"ic memo","memo","recommendation memo","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":183,"name":184,"nameZh":6,"description":185,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":186,"categories":187,"keywords":191,"publishedAt":41},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[188],{"categoryNo":189,"categoryName":190,"taxonomyType":147,"taxonomyTypeDesc":148},"01JBSEEDCAT000000000000005","邮件与沟通",[192,193,135,194,195,196,38,158,36,197,198,199,88,200,90,201,202,160,178,203],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]