performance-reporting

SKILLWorkflowcommunity
v0.0.0JoelLewisMITUpdated 2mo agoSource →

Generate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards. Use when the user asks about portfolio performance reports, return summaries, benchmark comparison, risk dashboards, goal progress tracking, or GIPS-compliant reporting. Also tri

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2mo agoLast update
Skill
AuthorJoelLewis
Version0.0.0
LicenseMIT
CategoryWorkflow
Formatsskill.md
PromptNot published
Compatibility
Claude✓ Supported
Cursor—
Copilot—
ChatGPT—
Gemini—
About

Generate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards. Use when the user asks about portfolio performance reports, return summaries, benchmark comparison, risk dashboards, goal progress tracking, or GIPS-compliant reporting. Also trigger when users mention 'quarterly report', 'how did my portfolio do', 'time-weighted vs money-weigh

Keywords
skillclaude

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