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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

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

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

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-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

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

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

Use this skill when the user requests to generate, create, or write professional research reports including but not limited to market analysis, consumer insights, brand analysis, financial analysis, industry research, competitive intelligence, investment due diligence, or any consulting-grade analytical report. This skill operates in two phases — (1) generating a structured analysis framework with chapter skeleton, data query requirements, and analysis logic, and (2) after data collection by other skills, producing the final consulting-grade report with structured narratives, embedded charts, and strategic insights.

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。

MagicCube/agentara5162026年5月11日 更新

Check refund, complaint, and sensitive customer-service actions against financial-service policy. Use before creating refund work orders, promising settlement times, exposing account data, or responding to complaints.

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。

bytedance/agentkit-samples4712026年10月12日 更新

Use when you need to review, improve, or refactor Java code for type design quality — including establishing clear type hierarchies, applying consistent naming conventions, eliminating primitive obsession with domain-specific value objects, leveraging generic type parameters, creating type-safe wrappers, designing fluent interfaces, ensuring precision-appropriate numeric types (BigDecimal for financial calculations), and improving type contrast through interfaces and method signature alignment. This should trigger for requests such as Review Java code for type design; Improve type design in Java code; Fix primitive obsession in Java code; Create value objects in Java code. Part of Plinth Toolkit

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。

jabrena/plinth4482026年10月13日 更新

Expert payment integration specialist mastering payment gateway integration, PCI compliance, and financial transaction processing. Specializes in secure payment flows, multi-currency support, and fraud prevention with focus on reliability, compliance, and seamless user experience.

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。

Microck/ordinary-claude-skills4052026年9月7日 更新

plotly

無料

Interactive scientific and statistical data visualization library for Python. Use when creating charts, plots, or visualizations including scatter plots, line charts, bar charts, heatmaps, 3D plots, geographic maps, statistical distributions, financial charts, and dashboards. Supports both quick visualizations (Plotly Express) and fine-grained customization (graph objects). Outputs interactive HTML or static images (PNG, PDF, SVG).

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。

Microck/ordinary-claude-skills4052026年9月7日 更新

Guides Stripe integration decisions across API selection (Checkout Sessions vs PaymentIntents), Connect platform setup (Accounts v2, controller properties), billing/subscriptions, tax and registrations (Stripe Tax, automatic_tax, product tax codes), Treasury financial accounts, integration options (Checkout, Payment Element), migrating from deprecated Stripe APIs, and security best practices (API key management, restricted keys, webhooks, OAuth). Use when building, modifying, or reviewing any Stripe integration, including accepting payments, building marketplaces, integrating Stripe, processing payments, setting up subscriptions, collecting sales tax, VAT, or GST, creating connected accounts, or implementing secure key handling.

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。

Asymmetric-al/core3812026年10月12日 更新

Forecast construction project cash flow. Project income and expenses, identify funding gaps, and optimize payment timing for improved financial management.

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。

datadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction3492026年8月22日 更新

Prequalify subcontractors based on safety, financial, and performance 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。

datadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction3492026年8月22日 更新

Build a balance sheet (bilan) from a Well workspace. Use when the user asks for a balance sheet, bilan, assets/liabilities/equity, or financial position at a point in time.

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。

WellApp-ai/Well3452026年10月8日 更新

Applies NASA Power of 10 rules for safety-critical verifiable code. Use when auditing financial, medical, or high-reliability system code.

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。

athola/claude-night-market3412026年10月10日 更新

Auto-generates weekly KPI reports from multiple data sources including Supabase analytics, CRM data, financial spreadsheets, and email metrics. Produces executive-ready reports with dashboards, trends, highlights, concerns, and action items.

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。

OneWave-AI/claude-skills3402026年10月2日 更新

Reviews pitch decks and investor presentations. Reads slide content, evaluates narrative flow, problem/solution clarity, market sizing, competitive positioning, financial projections, team credibility, and ask clarity. Generates a scored pitch-review.md with slide-by-slide feedback, overall score, top improvements, investor objection predictions, and comparisons to successful decks. Use when reviewing fundraising materials, investor decks, or pitch presentations.

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。

OneWave-AI/claude-skills3402026年10月2日 更新

Aggregate prospect intelligence from multiple sources including news, social media, company websites, and financial data.

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。

OneWave-AI/claude-skills3402026年10月2日 更新

Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.

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。

OneWave-AI/claude-skills3402026年10月2日 更新

Uses Cowork-style multi-step analysis to process deal room documents -- contracts, financials, org charts. Outputs risk assessment, term comparison, key findings, and negotiation recommendations.

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。

OneWave-AI/claude-skills3402026年10月2日 更新