client-report

Generate professional HTML client portfolio reports. Use when asked for client report, portfolio summary, or preparing for a client meeting.

Client Report Generator

Step 1: Report Type

Ask the user:

  • A) Quarterly Review — full portfolio + performance + outlook
  • B) Rebalancing Proposal — current state + recommended changes
  • C) Tax Planning — year-end tax optimization summary
  • D) Financial Plan Update — progress toward goals

Ask for: client name (or "Personal"), report period.

Step 2: Gather Data

Load from ~/.wealthstack/:

  • portfolios/ — holdings data
  • risk-profile.json — risk assessment
  • target-allocation.json — target allocation
  • reports/ — previous analyses

Step 3: Generate HTML Report

Create a professional report at ~/.wealthstack/reports/client-report-{date}.html with:

  1. Executive Summary — value, period return, 1-3 key highlights
  2. Holdings Table — ticker, shares, value, weight, gain/loss
  3. Allocation — asset class, sector, market cap breakdown
  4. Performance — vs Nifty 50 benchmark, attribution
  5. Risk Dashboard — beta, Sharpe, volatility, max drawdown
  6. Recommendations — rebalancing, tax harvesting, concentration fixes

Style: professional dark theme, INR formatting (Rs with Indian numbering), responsive HTML.

Step 4: Deliver

Open in browser: open ~/.wealthstack/reports/client-report-{date}.html