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cccskills

「financial-services」の検索結果

143 件 ・ 関連度順

概要と使いどころ

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

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

Post-earnings quarterly update reports for A-share companies under coverage. Analyzes 业绩快报/正式财报, generates variance tables (actual vs 一致预期 vs prior), flags key drivers, and drafts structured earnings notes in Chinese sell-side format. Use instead of the original earnings-analysis skill for Chinese equities. Triggers on "A股财报分析", "季度业绩点评", "年报/中报点评", "earnings review", or "[company] earnings".

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

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-cn8342026年9月14日 更新

Chinese KYC (Know Your Customer) and AML (Anti-Money Laundering) rules for financial services. Adapts the original kyc-rules skill for Chinese regulatory requirements and domestic compliance. Triggers on "A股KYC规则", "中国反洗钱", "AML rules China", "KYC compliance China", "反洗钱规定", or "KYC requirements".

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

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-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

Write variance commentary for A-share financial results. Adapts the original variance-commentary skill for Chinese financial statements, CAS conventions, and Chinese business terminology. Triggers on "A股业绩点评", "财报点评", "variance commentary China", "业绩分析", "variances [company]", or "commentary on [company] results".

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 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-cn8342026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-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

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-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

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-cn8342026年9月14日 更新