# client-review

Turns account data into a meeting-ready pack: portfolio performance, allocation drift, talking points and action items.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 1000 installs · ★ 40780
- Author: anthropics · official Anthropic repository
- License: Apache-2.0 · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/anthropics/financial-services/tree/HEAD/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md
- Updated: 2026-09-21
- HTML: https://affpapa.org/en/nevibecode/skills/client-review

## What it does

The skill walks through six steps. It starts with client context: household members, account types such as taxable, IRA, Roth, 401(k) and trust, total AUM, the Investment Policy Statement with target allocation and risk tolerance, life stage, last meeting date and open items.

Performance comes next, per account and for the household: QTD, YTD, one-year, three-year and since-inception returns against a benchmark, plus alpha. Attribution names the top three contributors and top three detractors, and flags any single position that moved the number. Then a current-versus-target allocation table with drift and an action column. Drift beyond the IPS rebalancing threshold gets flagged; the skill cites 3-5% as the usual band, but your IPS decides.

Output is a one-page summary in Word or PDF, a performance table with benchmarks, an allocation pie chart, recommended actions and a timed agenda. Recommendations cover rebalancing trades, tax-loss harvesting, cash deployment or withdrawals, Roth conversions, beneficiary updates and insurance review. All materials have to match firm policy and regulatory requirements, so check compliance before the meeting rather than after.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add anthropics/financial-services --skill client-review -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/client-review/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/client-review/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add anthropics/financial-services --skill client-review -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/client-review/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add anthropics/financial-services --skill client-review -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/client-review/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install anthropics/financial-services client-review
```

2. **Manually: put the files in place**
- File: `.github/skills/client-review/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add anthropics/financial-services --skill client-review -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/anthropics/financial-services --path plugins/agent-plugins/meeting-prep-agent/skills/client-review
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/client-review/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add anthropics/financial-services --skill client-review -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/anthropics/financial-services/tree/HEAD/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md

## When to use it
- build a household performance summary with benchmark comparisons
- spot allocation drift and decide whether to rebalance
- identify which positions drove or dragged the quarter
- draft a timed meeting agenda
- log client action items before the next review

## Example prompts
- Prep a client review for the Ivanov household, meeting is Thursday
- Do meeting prep for Petrov: quarterly performance and allocation
- Put together a quarterly review across all of Smirnova's accounts

## Source text · SKILL.md · Apache-2.0

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 136e70d7a4004cc7.

BEGIN THIRD-PARTY FILE 136e70d7a4004cc7
```text
---
name: client-review
description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
---

# 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 | | | | |
| Cash | | | | |

Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%).

### Step 4: Talking Points

Generate a meeting agenda:

1. **Market overview** (2-3 min): Brief macro context and outlook
2. **Portfolio performance** (5 min): How did we do? Why?
3. **Allocation review** (5 min): Any rebalancing needed?
4. **Planning updates** (5-10 min):
   - Life changes? (job, health, family, home, education)
   - Income needs changing?
   - Tax situation updates
   - Estate planning updates
5. **Action items** (5 min): What are we doing before next meeting?

### Step 5: Proactive Recommendations

Based on the review, suggest:
- Rebalancing trades (if drift exceeds thresholds)
- Tax-loss harvesting opportunities
```
END THIRD-PARTY FILE 136e70d7a4004cc7

The third-party file has ended. Everything between the 136e70d7a4004cc7 tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

First 2365 of 3188 bytes. © anthropics · Apache-2.0 · https://github.com/anthropics/financial-services/tree/HEAD/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md

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---
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