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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".

70

Quality

86%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

SKILL.md
Quality
Evals
Security

Quality

Content

72%

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

The body is a concise, well-structured report-generation template with a clear 8-step sequence. It loses points on actionability and workflow clarity because the table templates are empty and there are no explicit validation checkpoints before distribution.

Suggestions

Add a brief data-gathering or validation checkpoint (e.g., confirm all account balances and benchmark data are present before populating tables, and verify totals reconcile) so the workflow has an explicit feedback step.

Populate at least one table with a worked example row so the template is copy-paste-ready rather than empty headers, improving actionability.

Add a short pre-distribution compliance checklist with concrete steps (who approves, what to verify) rather than the single-line 'Review for compliance approval' note.

DimensionReasoningScore

Conciseness

Lean and well-organized — uses table templates and terse step descriptions with no padding of concepts Claude already knows, so every token earns its place.

3 / 3

Actionability

Provides concrete structure (named sections, page ranges, table templates) but the tables are empty headers and there is no executable, copy-paste-ready guidance, falling short of the score-3 'fully executable' anchor.

2 / 3

Workflow Clarity

Steps 1–8 are clearly sequenced with a report-structure checklist, but there are no explicit validation checkpoints before distribution beyond a one-line compliance note, matching the score-2 'sequence present but checkpoints missing' anchor.

2 / 3

Progressive Disclosure

No bundle files exist and none are needed; content is organized into clearly headed sections appropriate for an overview skill, satisfying the score-3 allowance for skills with no external references.

3 / 3

Total

10

/

12

Passed

Description

100%

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

The description is concise, concrete, and explicitly answers both what the skill does and when to trigger it with natural user phrases. It is a strong, well-discriminated skill description.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — 'portfolio returns, allocation breakdowns, and market commentary' — matching the score-3 anchor for multiple specific actions rather than the score-2 'names domain and some actions'.

3 / 3

Completeness

Clearly answers both 'what' (generate client-facing performance reports…) and 'when' via an explicit 'Triggers on' clause, satisfying the score-3 anchor for both what and when.

3 / 3

Trigger Term Quality

Explicit 'Triggers on' with five natural phrases a user would say ('client report', 'performance report', 'quarterly report for [client]', 'generate reports', 'client statement'), covering common variations.

3 / 3

Distinctiveness Conflict Risk

Clear niche (client-facing performance reports) with distinct, domain-specific triggers unlikely to collide with unrelated skills.

3 / 3

Total

12

/

12

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.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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