{"enrichment":{"faq":[{"a":"Performance Reporting generates comprehensive investment reports showing returns across standard periods, benchmark comparisons, and risk metrics. The skill handles time-weighted and money-weighted calculations, supports GIPS-compliant composites, and includes visualizations like growth charts and drawdown analysis to present results clearly to clients.","q":"How to generate investment performance reports with performance-reporting?"},{"a":"Performance Reporting calculates both return types to suit different needs. Time-weighted returns eliminate the impact of cash flows and show pure investment performance, while money-weighted returns (internal rate of return) reflect the actual investor experience including timing and size of deposits and withdrawals.","q":"What's the difference between time-weighted vs money-weighted returns?"},{"a":"Yes, Performance Reporting supports GIPS-compliant performance reporting for institutional investors. It calculates composite returns and applies GIPS standards to ensure your reports meet regulatory requirements and industry best practices for presenting investment results.","q":"Can performance-reporting create GIPS compliant performance reports?"},{"a":"Performance Reporting tracks goal progress using projections and Monte Carlo analysis. It models retirement and other financial targets, showing whether your portfolio is on track and visualizing probability distributions of outcomes to help you understand the likelihood of reaching your objectives.","q":"How does performance-reporting track progress toward financial goals?"},{"a":"Performance Reporting provides a risk dashboard with key metrics including rolling Sharpe ratio, maximum drawdown, volatility, and sector attribution. These visualizations help you understand portfolio risk, identify concentration, and communicate performance drivers to stakeholders.","q":"What risk metrics and dashboards does performance-reporting include?"},{"a":"Performance Reporting calculates net of fee performance reporting by deducting management fees from gross returns, giving you accurate client-facing results. This ensures your quarterly and annual reports reflect the actual returns investors received after all costs.","q":"How does performance-reporting handle net of fee calculations?"}],"shadow_tags":["client-communication","return-analytics","wealth-reporting","risk-visualization","institutional-compliance","goal-projection","attribution-analysis","benchmark-tracking","fee-transparency","performance-metrics"],"summary_rewrite":"Performance Reporting builds comprehensive investment reports showing returns across standard periods, benchmark comparisons, and risk metrics. It handles time-weighted and money-weighted calculations, GIPS-compliant composites, and goal progress tracking with visualizations like growth charts and drawdown analysis."},"files":[{"bytes":15697,"path":"plugins/wealth-management/skills/performance-reporting/SKILL.md","sha256":"7555e2816d774ab40cd1f7a15eb400e46db58a28552b281d362bb6f12c93fb77","url":"https://skillfed.io/files/JoelLewis/finance_skills/performance-reporting/77fdffde/SKILL.md"}],"id":"JoelLewis/finance_skills/performance-reporting","links":{"html":"https://skillfed.io/JoelLewis/finance_skills/performance-reporting","md":"https://skillfed.io/JoelLewis/finance_skills/performance-reporting.md","repo":"https://github.com/JoelLewis/finance_skills"},"meta":{"agents_supported":[],"first_seen":"2026-07-28","forks":32,"language":"Python","last_updated":"2026-07-18","license":"MIT","name":"performance-reporting","publisher":"JoelLewis","stars":159},"relations":{"similar":[{"id":"JoelLewis/finance_skills/performance-metrics"},{"id":"JoelLewis/finance_skills/return-calculations"},{"id":"JoelLewis/finance_skills/historical-risk"},{"id":"JoelLewis/finance_skills/portfolio-management-systems"},{"id":"JoelLewis/finance_skills/client-reporting-delivery"},{"id":"agiprolabs/claude-trading-skills/portfolio-analytics"},{"id":"JoelLewis/finance_skills/gips-compliance"},{"id":"JoelLewis/finance_skills/proposal-generation"},{"id":"HKUDS/Vibe-Trading/performance-attribution"},{"id":"JoelLewis/finance_skills/retirement-decumulation"}]},"slug":{"owner":"JoelLewis","repo":"finance_skills","skill":"performance-reporting"},"version":"77fdffde"}