Refresh and update existing A-share investment presentation decks with latest data. Adapts the original deck-refresh skill for Chinese presentations, A-share data updates, and domestic market conventions. Triggers on "更新PPT", "刷新演示", "refresh deck China", "update presentation", "更新演示文稿", or "refresh slides [company]".
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Refresh A股投资分析PPT — update existing presentation decks with latest financial data and market information.
get_quote(ticker) → Latest stock price
get_financials(ticker, "income") → Latest financials
get_index_data("000001") → Market context
get_industry_stocks(industry="...") → Updated peer data
Deck audit:
| Slide | Title | Data to Update | Status |
|---|---|---|---|
| 1 | Cover | Date, version | |
| 2 | Investment Summary | Target price, rating | |
| 3 | Company Overview | Market cap, shares | |
| 4 | Financial Highlights | Latest results | |
| 5 | Revenue Bridge | Latest actuals | |
| 6 | Margin Analysis | Latest margins | |
| 7 | Peer Comparison | Updated multiples | |
| 8 | Valuation | Price, multiples | |
| 9 | Risk Factors | Current risks | |
| 10 | Recommendation | Target price |
Data update checklist:
| Data Item | Source | Update Frequency |
|---|---|---|
| Stock price | iFind / AkShare | Daily |
| Market cap | Calculated | Daily |
| P/E, P/B | Calculated | Daily |
| Revenue (LTM) | iFind / AkShare / 巨潮 | Quarterly |
| Net income (LTM) | iFind / AkShare / 巨潮 | Quarterly |
| Margins | Calculated | Quarterly |
| Peer multiples | iFind / AkShare | Quarterly |
| Forecast estimates | 券商研报 | Quarterly |
Chart update priorities:
| Priority | Chart | Update Trigger |
|---|---|---|
| 1 | Stock price chart | Always |
| 2 | Revenue/profit | New quarterly results |
| 3 | Margin trends | New quarterly results |
| 4 | Peer comparison | New quarterly results |
| 5 | Valuation | Daily / new results |
| 6 | Financial trends | New annual results |
Chart update steps:
Text update checklist:
| Element | Update |
|---|---|
| 日期 | Current date |
| 版本号 | Increment version |
| 股价 | Latest closing price |
| 市值 | Latest market cap |
| 目标价 | If changed |
| 评级 | If changed |
| 财务数据 | Latest actuals |
| 一致预期 | Updated consensus |
| 行业数据 | Latest industry reports |
| 新闻/事件 | Recent developments |
Consistency checks:
| Check | Description |
|---|---|
| 数据一致性 | Same numbers across all slides |
| 日期一致性 | All dates current |
| 评级一致性 | Rating consistent throughout |
| 目标价一致性 | Target price matches valuation slide |
| 图表一致性 | Same color scheme, labeling |
Version tracking:
| Version | Date | Changes | Author |
|---|---|---|---|
| v1.0 | Initial | ||
| v1.1 | Updated financials | ||
| v1.2 | New earnings | ||
| v2.0 | Major refresh |
File naming:
[Ticker]_[Company]_[ReportType]_v[X.X]_[YYYYMMDD].pptx
Example: {{TICKER}}_{{COMPANY_NAME}}_{{REPORT_TITLE}}_v2.1_20240605.pptx
QA checklist:
| Check | Pass Criteria |
|---|---|
| All data current | Latest available |
| No broken charts | All charts display |
| Consistent numbers | Cross-slide verification |
| No typos | Spell check |
| Formatting intact | Design unchanged |
| Links working | All links functional |
| File size reasonable | Not bloated |
Distribution preparation:
| Item | Action |
|---|---|
| File format | Save as .pptx (editable) + .pdf (distribution) |
| File size | Compress if >50MB |
| Naming | Follow convention |
| Version note | Brief change summary |
| Distribution list | Email / shared drive |
| Action | Detail |
|---|---|
| Update P&L | Add latest quarter actuals |
| Update BS | Add latest quarter BS |
| Update CF | Add latest quarter CF |
| Update charts | Refresh financial charts |
| Update commentary | Reflect latest results |
| Update target price | If changed |
| Version bump | vX.X → vX.X+1 |
| Action | Detail |
|---|---|
| Update price | Latest closing price |
| Update market cap | Recalculate |
| Update multiples | Recalculate P/E, P/B |
| Update price chart | Add recent data |
| Version bump | Minor version |
| Action | Detail |
|---|---|
| All financials | Full year actuals + new forecasts |
| All charts | Complete refresh |
| Peer set | Update peer group |
| Valuation | Full revaluation |
| All commentary | Comprehensive update |
| Version bump | Major version |
| Update Type | Frequency | Trigger |
|---|---|---|
| 盘中更新 | Daily | Market movement |
| 盘后更新 | Daily | Close of trading |
| 业绩更新 | Quarterly | Earnings release |
| 深度更新 | Semi-annual | Full refresh |
| Issue | Solution |
|---|---|
| 图表链接断开 | Re-link data source |
| 字体缺失 | Embed fonts or use standard fonts |
| 版本混乱 | Clear version control |
| 数据不一致 | Cross-slide verification |
Before distributing:
Data Source Mode Switch: Set env var
IFIND_DATA_SOURCE_MODEto control data source preference.
ifind-only(strict): Use iFind only, error if unavailableifind-fallback(default): iFind preferred, fallback to AkShareakshare-only: Skip iFind, use AkShare only
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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.
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Build accrual schedules for A-share companies tracking revenue recognition, expense accruals, and working capital timing. Adapted from the original accrual-schedule skill for CAS accounting and Chinese business practices. Triggers on "A股应计项目", "应计计提", "accrual schedule China", "应计账款分析", or "working capital accruals [company]".
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Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing for fund accounting. Adapted from the original accrual-schedule skill for fund accounting standards. Triggers on "基金应计项目", "应计计提基金", "accrual schedule fund", "NAV accruals", or "accruals [fund]".
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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]".
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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]".
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Forensic financial analysis for A-share companies. Identifies discrepancies, potential irregularities, and earnings quality issues in Chinese financial statements. Adapted from the original break-trace skill for CAS accounting and Chinese market red flags. Triggers on "A股财务核查", "财务异常", "forensic analysis China", "财务舞弊", "earnings quality China", or "investigate [company] financials".
The English summary is being prepared. Showing the original description.