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☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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-cn☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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-cn☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026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-cn☆ 8352026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-cn☆ 8352026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-cn☆ 8352026年9月14日 更新
Track upcoming catalysts for A-share coverage universe — earnings dates, regulatory announcements, sector conferences, product launches, and policy events relevant to Chinese equities. Adapted from the original catalyst-calendar skill for A-share market conventions. Triggers on "A股催化剂日历", "事件日历", "财报日历", "earnings calendar A-share", "upcoming catalysts China", or "what's coming up 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-cn☆ 8352026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☆ 8352026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☆ 8352026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☆ 8352026年9月14日 更新