Client review
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SKILL.md
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Client Review Prep
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".
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:
- Market overview (2-3 min): Brief macro context and outlook
- Portfolio performance (5 min): How did we do? Why?
- Allocation review (5 min): Any rebalancing needed?
- Planning updates (5-10 min):
- Life changes? (job, health, family, home, education)
- Income needs changing?
- Tax situation updates
- Estate planning updates
- 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
- Cash deployment or withdrawal planning
- Roth conversion opportunities (if applicable)
- Beneficiary updates or estate planning needs
- Insurance review (life, disability, LTC)
Step 6: Output
- One-page client review summary (Word or PDF)
- Performance table with benchmarks
- Allocation pie chart (current vs. target)
- Recommended action items
- Meeting agenda
Important Notes
- Know your client before the meeting — review notes from last meeting
- Lead with what the client cares about, not what you want to talk about
- If performance was bad, address it directly — don't hide or spin
- Always end with clear action items and next steps with dates
- Document the meeting notes and any changes to the IPS
- Compliance: ensure all materials are compliant with firm policies and regulatory requirements
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.
Gives 0 of the 12 instructions most review quality skills give in 739 tokens
Counted across 1,048 of the 1,783 authors here whose files we hold, read 2026-08-07
- Ask questions one at a timein 81 of 1048, across 64 files
- Provide a recommended answer for each questionin 73 of 1048, across 50 files
- Explore the codebase instead of asking answerable questionsin 66 of 1048, across 42 files
- Resolve dependencies between decisions one-by-onein 42 of 1048, across 17 files
- Interview the user relentlessly about the planin 38 of 1048, across 13 files
- Order findings by severityin 31 of 1048
- Resolve each branch of the decision treein 27 of 1048, across 5 files
- Run a grilling sessionin 26 of 1048, across 5 files
- Update CONTEXT.md immediately when a term is resolvedin 26 of 1048, across 11 files
- Propose precise canonical terms for vague languagein 25 of 1048, across 7 files
- Create documentation files lazilyin 24 of 1048, across 5 files
- Assign severity to every findingin 24 of 1048
Grouped from the skills themselves: near-identical wordings counted once, and counted by distinct author, so one author publishing three of these counts once. Length counted with cl100k_base; the agent that loads this file may tokenize it differently.