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client-report

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".

67

Quality

84%

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SecuritybySnyk

Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

68%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-structured, mostly lean report-generation spec with concrete table schemas and a clear page-by-page structure. Its main weakness is workflow validation: report generation is a batch operation, yet compliance/verification checkpoints are only implicit rather than explicit workflow steps.

Suggestions

Add an explicit verification step to the workflow (e.g., Step 9: validate that figures reconcile, confirm net-of-fee calculation, and obtain compliance sign-off before distribution) rather than burying the compliance check in 'Important Notes'.

Populate at least one table with a single worked example row so the expected output format is unambiguous, reducing the chance of malformed reports.

De-duplicate the step list: the Steps 1-8 narrative and the 9-item 'Report Structure' list cover overlapping ground — either consolidate them or clearly distinguish 'what to compute' from 'how to lay out the PDF'.

DimensionReasoningScore

Conciseness

Mostly lean — tables and tight bullets with no concept padding — but the fully-blank template tables and the duplicate step list (Steps 1-8 then re-listed as a 9-item Report Structure) are minor redundancy, fitting score 4 rather than the fully trimmed score 5.

4 / 5

Actionability

As an instruction-only skill it gives concrete, specific guidance — exact table column schemas, page-count specs, and a 9-item report structure — which is actionable with minor gaps (e.g., how returns are actually calculated is unspecified), fitting score 4 rather than the populated-example completeness of score 5.

4 / 5

Workflow Clarity

A clear 8-step sequence exists, but validation/verification checkpoints are largely absent or implicit — the only compliance checkpoint is buried in 'Important Notes' rather than as a workflow step, and given the batch (multi-client) nature this fits the score-3 anchor of 'sequence present but checkpoints missing or implicit'.

3 / 5

Progressive Disclosure

Well-organized into clearly headed sections in a single file with no bundle references; structure is good with only minor gaps (the blank template tables could conceivably live in a reference template), fitting score 4 rather than score 5 since it exceeds the under-50-line simple-skill threshold and lacks an overview-pointing-to-references structure.

4 / 5

Total

15

/

20

Passed

Description

92%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description that clearly states capabilities, provides concrete trigger phrases, and occupies a well-defined niche. Its only weakness is that the trigger terms are somewhat one-dimensional — all 'report' variants — rather than spanning the full synonym space a score-5 trigger list would.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — generate reports, portfolio returns, allocation breakdowns, and market commentary — with comprehensive coverage, matching the score-5 anchor rather than the 'minor gaps' of score 4.

5 / 5

Completeness

Explicitly states what the skill does ('Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary') and when to use it via concrete trigger phrases, matching the score-5 anchor.

5 / 5

Trigger Term Quality

Provides five natural trigger phrases ('client report', 'performance report', 'quarterly report for [client]', 'generate reports', 'client statement') giving good coverage, but they are all variations on 'report' with no file-extension or broader synonyms, fitting score 4 rather than the fully comprehensive score 5.

4 / 5

Distinctiveness Conflict Risk

Targets a clear niche (client-facing performance reporting) with distinct triggers like 'client statement', giving minimal conflict risk with other skills, matching the score-5 anchor.

5 / 5

Total

19

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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