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client-reporting-delivery

JoelLewis/finance_skillsSkill

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

ScannedSkillSource: GitHub
213 stars +7 this week Updated 4mo ago License MIT Context ≈157 tokens always loaded
52popular

Why this score

Stars9/35
Usage (forks)3/15
Upkeep15/25
License15/15
Owner history10/10

This repo hosts 10 skills, so its 213 stars are split between them (about 21 each) for scoring.

Popularity score: 52/100 from public GitHub signals only. It shows how widely used and maintained this is, not how well it works. Not included yet: the fake-star check. The security scan is shown separately and doesn't change the score. How we rank

Security

Scanned Oct 20, 2026 at commit 5c498eacf705, with Cisco's open-source skill-scanner.

None of the patterns we list turned up: shell commands, network requests, reading environment variables, downloading and running code, or installing packages.

A scan lists patterns in the code. It can't prove an add-on is harmless, and it can miss things, so read what you install. How we scan

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