Fsi Command Client Report

FSI Command: /client-report

Overview

This is the Hermes profile equivalent of the original Cowork slash command /client-report from wealth-management. Invoke it explicitly with /skill fsi-command-client-report or ask in natural language for this workflow.

When to Use

• Use when the user asks for /client-report or a client report financial-services workflow.
• Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

Load the client-report skill to generate a professional client-facing performance report.

If a client and period are provided, use them. Otherwise ask for client details and reporting period.

Hermes Invocation

• Explicit: /skill fsi-command-client-report
• Natural language: “Use the client-report command workflow for ...”

Verification Checklist

• The command intent, inputs, and output format are confirmed.
• The output cites sources or clearly labels assumptions.
• The final artifact is marked draft / for human review when appropriate.