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What is a Client Report?

A client performance report is a professional document that summarizes a client’s investment results for a specific period (typically quarterly or annually). It includes portfolio returns vs. benchmarks, asset allocation breakdowns, holdings detail, market commentary, activity summaries, and planning notes. For many clients, this report is the primary tangible deliverable they receive from their advisor. The best client reports balance completeness with clarity. Sophisticated clients want detailed holdings and attribution; others just want to know “Am I on track?” The report should be tailored to the client’s level of financial sophistication and their specific concerns.

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Command

/client-report [client name] [period, e.g. Q4 2025]
Loads the client-report skill to generate a professional client-facing performance report.

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Report Structure

  1. Cover page (client name, period, firm logo)
  2. Executive summary (1 page)
  3. Performance summary by household and by account (vs. benchmark)
  4. Allocation overview with charts
  5. Holdings detail
  6. Market commentary (tailored to client sophistication)
  7. Activity summary (trades, contributions, withdrawals, dividends, fees)
  8. Planning notes (goal progress, action items, next review)
  9. Disclosures and disclaimers
Performance is calculated net of fees unless client or compliance requires gross. Always use the benchmark from the IPS, not whatever looks best.

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How to Customize

Edit the client-report skill to match your firm’s report template, adjust the level of detail, or add standard market commentary sections. See the Client Report skill for the full report framework and compliance guidelines.