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.

skills.sh installs: 729
GitHub stars: 224
last updated: Aug 21, 2026

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Install

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

Installs into .claude/skills of the current project.

Files

Performance Reporting — Reporting & Communication

Core Concepts

Return Reporting

Accurate and consistent return calculation is the foundation of all performance reporting.

Period returns: Report standard time periods — MTD (month-to-date), QTD (quarter-to-date), YTD (year-to-date), 1Y, 3Y, 5Y, 10Y, and since inception. Always state the exact inception date.

Cumulative vs annualized: Annualize returns only for periods greater than 1 year. Annualizing a 3-month return is misleading because it implies the rate is sustainable for a full year. For periods under 1 year, report cumulative (total) returns only.

Annualized return formula: (1 + cumulative_return)^(1/years) - 1
For multi-year periods, always present both cumulative and annualized figures so the reader can see total wealth growth and the rate of compounding.

Gross vs net of fees: Always specify whether returns are gross or net of management fees, advisory fees, and transaction costs. Net-of-fee returns are what the investor actually experiences and should be the primary presentation. If showing gross returns, also show the fee drag.

SKILL.md on GitHub