Performance Reporting

Generates investment portfolio performance reports with proper return calculations, benchmark comparisons, and risk metrics. Handles the full spectrum: time-weighted vs money-weighted returns, annualized vs cumulative figures, net-of-fee performance, rolling Sharpe ratios, and attribution analysis that breaks down allocation vs selection effects. Also covers goal-based tracking and GIPS compliance when needed. The visualization guidance is solid, recommending growth charts, drawdown plots, and risk-return scatters over dense tables. One thing to note: this leans heavily on established financial reporting standards, so it's most useful when you actually need precision around return calculation methodologies rather than just pretty dashboards. Worth it if you're building client-facing reports or institutional reporting tools.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill performance-reporting --agent claude-code