anthropics/client-review

为客户评审会议做准备，包含投资组合业绩摘要、配置分析、谈话要点和行动事项。将账户数据整合为简洁的会议就绪格式。在季度评审、年度复盘或临时客户会议前使用。触发词："client review"、"meeting prep for [client]"、"quarterly review"、"prep for [client name]"、"client meeting"。

编程协作开发 Agent Agent 技能总结自动化客户会议准备投资组合回顾资产配置分析季度业绩汇报行动清单生成

技术栈: Claude Code3.4万+许可证: Apache-2.0开发者: anthropics

Skill 介绍Skill 文件

重要提示：本站仅作 Skill 资源导航与收录，正文以 GitHub 原仓库为准，版权归原项目所有。

在 GitHub 查看 ↗

原文译文

以下为摘要预览，完整内容请查看 GitHub 原文。

Client Review Prep

Workflow

Step 1: Client Context

Gather or look up:

Client name and household members
Account types: Taxable, IRA, Roth, 401(k), trust, etc.
Total AUM across accounts
Investment Policy Statement (IPS): Target allocation, risk tolerance, constraints
Life stage: Accumulation, pre-retirement, retirement, legacy
Last meeting date and any outstanding action items

Step 2: Portfolio Performance

For each account and the household aggregate:

Metric	QTD	YTD	1-Year	3-Year	Since Inception
Portfolio return
Benchmark return
Alpha

Performance Attribution:

Which asset classes / positions drove returns?
Top 3 contributors and top 3 detractors
Any outsized single-position impact?

Step 3: Allocation Review

Current vs. target allocation:

Asset Class	Target	Current	Drift	Action
US Large Cap
US Mid/Small
International Developed
Emerging Markets
Fixed Income
Alternatives

以下为摘要预览，完整内容请查看 GitHub 原文。

Client Review Prep

Workflow

Step 1: Client Context

Gather or look up:

Client name and household members
Account types: Taxable, IRA, Roth, 401(k), trust, etc.
Total AUM across accounts
Investment Policy Statement (IPS): Target allocation, risk tolerance, constraints
Life stage: Accumulation, pre-retirement, retirement, legacy
Last meeting date and any outstanding action items