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%
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Securityby
Passed
No findings from the security scan
No security issues found
Scanned
- Repository
- anthropics/financial-services
- Commit
eb0c1ea
- Audited
- Security analysis
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