Performance Measurement
Calculate time-weighted and money-weighted returns per GIPS standards with performance attribution analysis.
This skill calculates time-weighted and money-weighted portfolio returns following GIPS performance standards. It guides AI agents through performance attribution, benchmark comparison, and client-ready performance reporting. Designed for portfolio managers, investment advisors, and performance analysts. From the JoelLewis/finance_skills collection. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
Use Cases
- ✓Calculate time-weighted and money-weighted returns
- ✓Apply GIPS performance standards
- ✓Generate performance attribution analysis
- ✓Prepare client performance reporting
Trigger Phrases
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Paste the skill link or content into your AI agent's system prompt or project instructions.
Requirements
- Claude or equivalent
- Client profile and investment objectives
- Proposed investment details