Client Performance Report Generator
Finance & accountingSkill
Puts together a polished, client-ready investment report with returns, account breakdowns, and charts — ready to send out each quarter.
Your agent shows you the skill and checks it before adding it. Text instructions only.
Checked by Orbit: nothing risky found in what it runs or reads.
What you’ll need
Just Claude. No other accounts or keys.
Claude CodeRuns the skill