> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# /client-report

> Generate a professional client-facing performance report with returns, allocation, and market commentary

## 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.

## Command

```bash theme={null}
/client-report [client name] [period, e.g. Q4 2025]
```

Loads the `client-report` skill to generate a professional client-facing performance report.

## 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

<Note>
  Performance is calculated net of fees unless client or compliance requires gross. Always use the benchmark from the IPS, not whatever looks best.
</Note>

## 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.

## Related Skill

See the [Client Report skill](/en/wealth-management/skills/client-report) for the full report framework and compliance guidelines.