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☆ 8332026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☆ 8332026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☆ 8332026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☆ 8332026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☆ 8332026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-cn☆ 8332026年9月14日 更新
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".
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☆ 8332026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☆ 8332026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-cn☆ 8332026年9月14日 更新
Create new China-specific financial skills following the established patterns and conventions. Use this meta-skill to scaffold new china-* skills that integrate with iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback), follow CAS accounting standards, and adapt workflows for the Chinese market. Triggers on "创建中国skill", "新建A股skill", "create china skill", "new china-skill", "制作skill", or when creating any new china-* skill.
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☆ 8332026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☆ 8332026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☆ 8332026年9月14日 更新
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]".
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☆ 8332026年9月14日 更新
Forensic financial analysis for A-share fund holdings and portfolio companies. Adapts the original break-trace skill for fund administration context and Chinese market standards. Triggers on "基金持仓核查", "持仓异常", "forensic fund analysis China", "持仓质量分析", or "investigate [fund] holdings".
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☆ 8332026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☆ 8332026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☆ 8332026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☆ 8332026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☆ 8332026年9月14日 更新
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-cn☆ 8332026年9月14日 更新
General ledger reconciliation for A-share fund administration. Tracks fund accounting reconciliations including securities, cash, income, and expense accruals. Adapted from the original gl-recon skill for fund accounting standards. Triggers on "基金总账核对", "基金科目核对", "GL reconciliation fund", "fund accounting recon", or "reconcile [fund] books".
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☆ 8332026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-cn☆ 8332026年9月14日 更新
Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib-check-deck skill for Chinese market standards, CAS financials, and domestic IB conventions. Triggers on "投行deck检查", "IB deck QC", "check pitch deck China", "deck quality check", "材料质量检查", or "review deck [company/transaction]".
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☆ 8332026年9月14日 更新
Systematic stock screening and investment idea sourcing for A-share markets. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Adapted from the original idea-generation skill for Chinese market conventions and data sources. Triggers on "A股选股", "股票筛选", "寻找机会", "stock screen China", "A-share ideas", "find ideas for Chinese stocks", or "screen for A-share opportunities".
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☆ 8332026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☆ 8332026年9月14日 更新