client-reporting-delivery
client-reporting-delivery is a Business analysis & reporting skill for AI agents, published by JoelLewis in the finance_skills repository on GitHub. Skillspace rates client-reporting-delivery C (70/100) and it passed the safety scan; the rating is based on static analysis only.
Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use when the user asks about building or redesigning report templates, choosing what to include in quarterly or annual client reports, transitioning from print to digital delivery, integrating a client portal, presenting net-of-fee performance with benchmarks, managing report production timelines, or handling e-delivery consent. Also trigger when users mention 'client reporting', 'quarterly performance report', 'report customization', 'tax lot report', '1099 supplement', 'report disclaimers', 'UHNW reporting', or 'report QA process'.
- Grade
- C
- Quality
- 70 / 100
- Safety
- Passed
- GitHub stars
- 151
Unproven: rated by static analysis only, not yet compared head-to-head.
Our two independent classifiers differ on this skill's category, so treat the placement as provisional.
This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.
Our review
- Architecture
- 99 / 100
- Maturity
- Structured: ships references or scripts
- Security scan
- Low-risk patterns
- License
- MIT
- Adoption
- Adopted by 0 other repositories, in 0 collections
- Scope
- Portable: works in any project. General advisory-firm client reporting practice, any firm
What the scanner flagged
- mentions secrets in text
Not checked yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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