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cccskills

「financial」の検索結果

684 件 ・ 関連度順

概要と使いどころ

Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening A-share", "筛选投资标的", or "screen for [criteria]".

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-cn8342026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-cn8342026年9月14日 更新

General ledger reconciliation for A-share companies. Adapts the original gl-recon skill for Chinese accounting standards, chart of accounts, and common reconciliation items. Triggers on "A股总账核对", "总账调节", "GL reconciliation China", "科目余额表", or "reconcile [company] accounts".

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-cn8342026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-cn8342026年9月14日 更新

Roll forward fund accounting records for new reporting periods. Adapts the original roll-forward skill for Chinese fund administration and reporting requirements. Triggers on "基金账务滚动", "账务更新", "roll forward fund", "update fund books", "基金新期间", or "roll forward [fund] [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-cn8342026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-cn8342026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-cn8342026年9月14日 更新

Populate A-share investment banking pitch deck templates with data from source files. Adapted from the original pitch-deck skill for Chinese companies, A-share market data, and Chinese business context. Triggers on "A股Pitch Deck", "路演PPT", "pitch deck China", "pitch deck A-share", or "fill pitch template for [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-cn8342026年9月14日 更新

Parse and extract data from Chinese identity documents for KYC (Know Your Customer) compliance. Adapts the original kyc-doc-parse skill for Chinese ID cards, business licenses, and domestic compliance requirements. Triggers on "A股KYC", "身份文件解析", "parse Chinese ID", "KYC document", "客户身份识别", or "extract [document type]".

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-cn8342026年9月14日 更新

Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapted from the original strip-profile skill for Chinese companies, A-share market data, and Chinese business terminology. Triggers on "A股公司简介", "公司概况", "strip profile China", "one-pager A-share", or "target profile for [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-cn8342026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-cn8342026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-cn8342026年9月14日 更新

Track A-share sell-side M&A and deal pipeline with milestones, deadlines, and action items. Adapted from the original deal-tracker skill for Chinese market deal processes. Triggers on "A股交易跟踪", "并购进度", "deal tracker China", "M&A pipeline A-share", or "track progress on [deal]".

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-cn8342026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-cn8342026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-cn8342026年9月14日 更新

Net asset value (NAV) reconciliation and tie-out for Chinese funds and investment portfolios. Adapts the original nav-tieout skill for A-share holdings, Chinese fund accounting standards, and domestic custody arrangements. Triggers on "A股净值核对", "NAV计算", "NAV tie-out China", "基金净值", "net asset value [fund]", or "portfolio valuation [date]".

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-cn8342026年9月14日 更新

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]".

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-cn8342026年9月14日 更新

Write variance commentary for A-share fund performance and portfolio changes. Adapts the original variance-commentary skill for fund accounting and Chinese fund reporting conventions. Triggers on "基金业绩点评", "组合表现分析", "variance commentary fund", "基金表现分析", "业绩归因", or "commentary on [fund] performance".

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-cn8342026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-cn8342026年9月14日 更新

Comprehensive A-share sector and industry landscape reports — market size, competitive positioning, policy environment, key A-share players, trading multiples, and thematic trends. Adapted from the original sector-overview skill for Chinese market structure and terminology. Triggers on "A股行业分析", "行业研究", "板块分析", "sector overview China", "A-share sector deep dive", "白酒/半导体/新能源 行业分析", or "[industry] landscape 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-cn8342026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-cn8342026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-cn8342026年9月14日 更新

Create PowerPoint templates for A-share investment presentations. Adapts the original ppt-template-creator skill for Chinese business presentation standards and firm branding. Triggers on "A股PPT模板", "投资PPT模板", "create ppt template China", "presentation template", "制作PPT模板", or "build template for [purpose]".

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-cn8342026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-cn8342026年9月14日 更新