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
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
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
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
Pre-earnings analysis for A-share stocks. Builds scenario frameworks (actual vs consensus, beat/miss cases), identifies key metrics to watch, and prepares positioning notes before Chinese companies report quarterly results. Use instead of the original earnings-preview skill for A-share coverage. Triggers on "A股财报前瞻", "季报前瞻", "业绩前瞻", "earnings preview", "what to watch for [company] earnings", or "pre-earnings setup".
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 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-cn☆ 8342026年9月14日 更新
Competitive landscape analysis for A-share companies and Chinese industries. Maps competitors, compares positioning, and assesses relative strengths. Adapted from the original competitive-analysis skill for Chinese market context. Triggers on "A股竞争格局", "行业竞争分析", "competitive landscape China", "competitive analysis A-share", or "[company] competitors China".
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 a list of potential strategic and financial acquirers for A-share sell-side M&A mandates. Adapted from the original buyer-list skill for Chinese market acquirer universe. Triggers on "A股买方名单", "潜在收购方", "buyer list China", "strategic buyers China", "who would buy this A-share company", or "build buyer universe".
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
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-cn☆ 8342026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-cn☆ 8342026年9月14日 更新
Roll forward A-share financial models for new periods. Adapts the original roll-forward skill for Chinese financial statements, CAS conventions, and A-share reporting calendars. Triggers on "A股模型滚动", "模型更新", "roll forward model China", "roll forward", "更新财务模型", or "project [company] [period]".
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
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
Create professional Excel workbooks for A-share financial analysis. Adapts the original xlsx-author skill for Chinese financial modeling standards, CAS conventions, and A-share formatting. Triggers on "A股Excel模型", "财务模型制作", "create model China", "build model xlsx", "制作模型", or "Excel 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-cn☆ 8342026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-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
Tax-loss harvesting strategies for A-share portfolios. Adapts the original tax-loss-harvesting skill for Chinese tax rules, A-share market conventions, and domestic tax treatment. Triggers on "A股税务亏损抵扣", "亏损抵扣", "tax loss harvesting China", "税务优化", "亏损抵扣策略", or "harvest tax losses [portfolio]".
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 anonymous one-page company teasers for A-share sell-side M&A processes. Creates compelling blind profiles without revealing the company's identity, adapted for Chinese market conventions. Triggers on "A股Teaser", "盲审材料", "blind profile China", "anonymous teaser A-share", or "sell-side teaser".
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
Accretion/dilution and merger consequences analysis for A-share M&A transactions. Adapted from the original merger-model skill for Chinese GAAP, CAS accounting, and China market transaction structures. Triggers on "A股并购分析", "并购模型", "accretion dilution China", "merger model A-share", or "M&A consequences [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
Structure and draft Confidential Information Memorandums (CIMs) for A-share sell-side M&A processes. Organizes company information into professional, investor-ready documents with Chinese market context. Triggers on "A股CIM", "保密信息备忘录", "CIM China", "confidential memorandum A-share", or "offering memorandum [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
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-cn☆ 8342026年9月14日 更新
Daily morning research note for A-share markets. Summarizes overnight developments, pre-market sentiment, trade ideas, and key events for the trading day. Adapted from the original morning-note skill for Chinese market conventions. Triggers on "早报", "晨会纪要", "今日策略", "morning note", "morning meeting", or "daily A-share preview".
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
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]".
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