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Client Review Prep

100 / 100 · Low risk

Fine to try.

By AI4Finance-Foundation/FinRobot (GitHub) · other · 8,410 stars · scanned at commit 63e1884

Prepare for client review meetings with portfolio performance summary,

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'client-review-prep' ] || [ -L ~/.agents/skills/'client-review-prep' ]; then echo 'A skill folder named client-review-prep already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/AI4Finance-Foundation/FinRobot' "$d" && git -C "$d" checkout --quiet '63e1884a42ea7b729551a5424b4bd6a65af636e0' -- 'finrobot_desktop/skills/wealth-management/client-review' && mkdir -p ~/.agents/skills && cp -R "$d"/'finrobot_desktop/skills/wealth-management/client-review' ~/.agents/skills/'client-review-prep' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'client-review-prep' ~/.claude/skills/'client-review-prep' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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