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cccskills

jwangkun

@jwangkun

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64 スキル1 リポジトリ 842

スキル(64)

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Unit economics analysis for China-focused portfolio companies. Adapted from the original unit-economics skill for Chinese business models, pricing, and market dynamics. Triggers on "A股单位经济模型", "单元经济模型", "unit economics China", "unit economics [company]", "LTV/CAC China", or "Cohort analysis [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Portfolio rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalancing trades, and optimizes for tax efficiency. Adapted from the original portfolio-rebalance skill for Chinese portfolios. Triggers on "A股组合再平衡", "调仓", "rebalance China", "portfolio rebalance A-share", "rebalance portfolio", or "adjust allocation [client]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Create financial plans for Chinese wealth management clients covering retirement, education, estate, and cash-flow planning. Adapted from the original financial-plan skill for Chinese tax rules, social security, and local financial products. Triggers on "A股财务规划", "理财规划", "financial plan China", "retirement plan China", "财务规划客户", "退休规划", "教育金规划", or "comprehensive financial plan".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

IRR and MOIC analysis for China-focused private equity and investment funds. Adapted from the original returns-analysis skill for RMB/USD fund structures, China market conventions, and Chinese portfolio companies. Triggers on "A股基金回报", "IRR分析", "returns China", "MOIC analysis China", "基金业绩分析", or "portfolio returns review".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Assess an A-share portfolio company's AI readiness for China-focused private equity investments. Evaluates data infrastructure, technology stack, talent, and AI adoption opportunities in the Chinese market context. Triggers on "A股公司AI评估", "AI readiness China", "AI assessment portfolio company", "AI转型评估", or "artificial intelligence readiness [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment strategies. Adapted from the original deal-sourcing skill for Chinese market structure, data sources, and business practices. Triggers on "A股项目挖掘", "投资项目发现", "deal sourcing China", "find A-share deals", "sourcing opportunities China", or "discover investment targets".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Track and report on A-share portfolio company performance for China-focused private equity funds. Monitors KPIs, financials, and strategic milestones. Adapted from the original portfolio-monitoring skill for Chinese portfolio companies. Triggers on "A股投后管理", "基金投后监控", "portfolio monitoring China", "monitor portfolio company", "投后报告", or "portfolio company review".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Prepare for Chinese wealth management client meetings with performance summaries, talking points, and relationship context. Adapted from the original client-review skill for A-share portfolios and Chinese client conventions. Triggers on "A股客户回顾", "客户会议准备", "client review China", "wealth client review", "客户回访准备", or "prepare for client meeting [client]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Prepare management meeting materials and question lists for A-share investment due diligence. Adapted from the original dd-meeting-prep skill for Chinese business culture and management meeting conventions. Triggers on "A股尽调会议准备", "管理层会议准备", "management meeting China", "DD meeting prep", "管理層访谈准备", or "prepare for management meeting [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Draft investment proposals for Chinese wealth management clients. Creates structured proposals with investment rationale, product recommendations, and risk disclosures. Adapted from the original investment-proposal skill for A-share products and Chinese regulatory requirements. Triggers on "A股投资建议书", "投资方案", "investment proposal China", "proposal for [client]", "investment recommendation A-share", or "build investment proposal".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Due diligence checklists for A-share investments and M&A transactions. Adapted from the original dd-checklist skill for Chinese market due diligence requirements, regulatory filings, and business practices. Triggers on "A股尽调清单", "尽调清单", "due diligence China", "DD checklist A-share", "尽调checklist [company]", or "due diligence questions [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Investment Committee memo drafting for China-focused PE/IB deals. Adapted from the original ic-memo skill for Chinese market context, terminology, and decision frameworks. Triggers on "A股投委会", "IC Memo", "investment memo China", "投委会材料", "IC memo A-share", or "committee memo [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Generate client-facing performance reports for Chinese wealth management clients. Adapted from the original client-report skill for A-share portfolios, Chinese regulatory requirements, and local reporting conventions. Triggers on "A股客户报告", "客户持仓报告", "client report China", "wealth report A-share", "客户业绩报告", or "portfolio report for [client]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Post-close value creation plans for China-focused portfolio companies. Adapted from the original value-creation-plan skill for Chinese business context, management practices, and market dynamics. Triggers on "A股投后增值", "价值提升计划", "value creation plan China", "100-day plan China", "portfolio value creation", or "value creation [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Audit financial models and Excel workbooks for A-share analysis. Adapts the original audit-xls skill for Chinese financial modeling standards, CAS conventions, and A-share-specific checks. Triggers on "A股模型审计", "财务模型核查", "audit model China", "audit xlsx", "模型QC", or "check model [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

wind-mcp

無料

万得 Wind 金融数据 MCP 技能 — 44 个工具覆盖 A 股/港美股/基金/指数/债券/公告/宏观/分析 8 大服务域

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

General ledger reconciliation for A-share fund administration. Tracks fund accounting reconciliations including securities, cash, income, and expense accruals. Adapted from the original gl-recon skill for fund accounting standards. Triggers on "基金总账核对", "基金科目核对", "GL reconciliation fund", "fund accounting recon", or "reconcile [fund] books".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Draft process letters and bid instructions for A-share sell-side M&A processes. Covers indication of interest (IOI) instructions, final bid procedures, and management meeting logistics adapted for Chinese market conventions. Triggers on "A股流程函", "投标函", "process letter China", "bid instructions A-share", or "IOI instructions [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting standards (CAS), Chinese GAAP differences, and AkShare-sourced financials. Use instead of the original 3-statement-model skill when building integrated IS/BS/CF models for Chinese listed companies.

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Query A-share and Chinese financial market data via multiple data sources. Tier-1 paid source is iFind (同花顺, covers stocks/funds/macro/bonds/HK-US/ESG/index-sectors). Tier-2 free source is AkShare (行情/财报/行业/指数). Use whenever the agent needs Chinese financial data — compatible with 沪深 A 股, 科创板, 创业板, 北交所, and 港股通 stocks.

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Update A-share financial models with new quarterly data, management guidance, or macro changes. Reflects actuals, rolls estimates forward, flags material changes, and updates valuation. Adapted from the original model-update skill for Chinese market conventions and AkShare data. Triggers on "A股模型更新", "模型更新", "plug earnings into model", "update model for [company]", "刷新预测", or "更新财务模型".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Leveraged buyout model for A-share and China-market LBO scenarios. Adapts the standard LBO-model methodology for Chinese debt markets, CAS accounting, and AkShare data. Use instead of the original lbo-model skill when analyzing leveraged buyouts involving Chinese targets or China-based sponsors.

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Generic PowerPoint authoring skill for A-share investment analysis and pitch decks. Creates professional 路演PPT / 投资分析PPT for any A-share company using live data from iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback) tools. All company-specific values are parameterized — never hardcoded. Triggers on "A股PPT制作", "投资PPT", "制作PPT", "路演PPT", "pitch deck", "PowerPoint [company/ticker]", or any request to create slides for a Chinese stock. When invoked, use the `generate_a_share_ppt` script with --company and --ticker args.

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

Institutional-quality equity research initiation reports for A-share companies. Covers company analysis, financial modeling, valuation, chart preparation, and final report assembly. Adapted from the original initiating-coverage skill for Chinese market conventions, CAS accounting, and AkShare data sources. Triggers on "A股首次覆盖", "首次评级", "initiate coverage China", "initiate on [company]", "A股研究报告", or "start research on [company]".

日本語の概要は準備中です。原文の説明を表示しています。

jwangkun/claude-for-financial-services-cn8422026年9月14日 更新

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