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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026年9月14日 更新
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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026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-cn☆ 8342026年9月14日 更新
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-cn☆ 8342026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-cn☆ 8342026年9月14日 更新
DCF valuation model for A-share stocks using Chinese financial data. Uses AkShare MCP for financial statements, WACC inputs (risk-free rate from China government bond yields), and growth projections. Use instead of the original dcf-model skill for Chinese equities.
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-cn☆ 8342026年9月14日 更新
Build professional data packs for A-share investment banking deals — M&A due diligence, IC materials, company profiles. Adapted from the original datapack-builder skill for Chinese data sources (AkShare, 巨潮, exchange filings) and CAS accounting. Triggers on "A股数据包", "投行数据包", "datapack China", "due diligence pack A-share", or "IC data pack [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-cn☆ 8342026年9月14日 更新
Maintain and update investment theses for A-share portfolio positions and watchlist names. Track key data points, catalysts, milestones, and thesis validity over time. Adapted from the original thesis-tracker skill for Chinese market conventions. Triggers on "A股持仓逻辑跟踪", "投资逻辑更新", "thesis check China", "update thesis for [company]", "is my thesis still intact", or "A股持仓复盘".
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-cn☆ 8342026年9月14日 更新
Discounted cash flow (DCF) valuation model for A-share equities. This alias skill redirects to china-dcf, which provides comprehensive DCF modeling adapted for Chinese market conventions. Triggers on "A股DCF模型", "DCF估值", "DCF model China", "现金流折现", "discounted cash flow A-share", or "DCF [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-cn☆ 8342026年9月14日 更新
Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector.
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-cn☆ 8342026年9月14日 更新
Comparable company analysis for A-share equities. Adapts the original comps-analysis skill for Chinese market data sources, A-share trading multiples, and domestic peer selection. Triggers on "A股可比公司", "可比分析", "comps China", "peer comparison A-share", "可比公司分析", or "trading comps [industry]".
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-cn☆ 8342026年9月14日 更新
Clean and normalize A-share financial data for modeling. Adapts the original clean-data-xls skill for Chinese financial statements, CAS conventions, and A-share data formats. Triggers on "A股数据清洗", "财务数据清洗", "clean financial data China", "数据清洗", or "normalize financial statements".
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-cn☆ 8342026年9月14日 更新