Client Report Desk — quarterly client performance reports

Paste a household's accounts, cash flows, holdings and benchmark for a period: your browser computes net-of-fee and gross Modified Dietz returns per account and household, the benchmark comparison and year to date, fees, income, allocation drift and the holdings that drove it, and checks the holdings tie out. Then it writes the client-facing report narrative, every number checked against the figures. Derived from @anthropics/client-report (anthropics/financial-services-plugins, Apache-2.0).

Every public app is built from a security-scanned skill and must pass a clean scan — skill and frontend — before it can be listed. Have a skill of your own? Turn it into an app — or read the step-by-step walkthrough.