Client Report

/client-report

Produce a concise, client-facing periodic report.

MCP Tool Map

• Portfolio facts: ghostfolio.portfolio, portfolio-analytics.get_condensed_portfolio_state
• Risk and drift: portfolio-analytics.analyze_portfolio_risk, portfolio-analytics.analyze_allocation_drift
• Market context: market-intel-direct.get_market_snapshot, market-intel-direct.search_market_news
• Disclosure context for top names: sec-edgar.sec_edgar_filing, sec-edgar.sec_edgar_insider

Scripts

• scripts/ratio_calculator.py — financial ratio analysis across 5 categories; feed it P&L/BS/CF data from finance-graph and sec-edgar for ratio section of report

Workflow

Step 1: Reporting Scope

• Confirm period: MTD, QTD, YTD, 1Y, custom.
• Confirm household scope: entity, wrapper, account types.
• Confirm benchmark framing and IPS targets.

Step 2: Portfolio Snapshot

• Pull ghostfolio.portfolio(operation="summary").
• Pull ghostfolio.portfolio(operation="performance", range="1y").
• Pull ghostfolio.portfolio(operation="dividends", range="1y").
• Pull portfolio-analytics.get_condensed_portfolio_state for positions and concentration.

Step 3: Risk and Allocation

• Pull portfolio-analytics.analyze_portfolio_risk and report ES, VaR, drawdown, volatility.
• Pull portfolio-analytics.analyze_allocation_drift versus IPS targets.
• If ES > 2.5%, include CRITICAL risk alert language.

Step 4: Market and Policy Context

• Pull market-intel-direct.get_market_snapshot for index/rates/vol backdrop.
• Pull market-intel-direct.search_market_news for relevant portfolio/macro headlines.
• Optionally pull policy-events.get_recent_bills and policy-events.get_federal_rules for policy context.

Step 5: Report Output

• Executive summary.
• Performance table and attribution highlights.
• Risk section with ES constraint status.
• Allocation drift and rebalancing notes.
• Tax-aware notes and action items.
• Data gaps section if any tools returned empty/no data.