Generate client-facing performance reports for Chinese wealth management clients. Adapted from the original client-report skill for A-share portfolios, Chinese regulatory requirements, and local reporting conventions. Triggers on "A股客户报告", "客户持仓报告", "client report China", "wealth report A-share", "客户业绩报告", or "portfolio report for [client]".
インストールする前に、エージェントに与えられる指示の中身を確認できます。
Create professional A股财富管理客户报告 — performance reports for Chinese wealth management clients.
get_index_data("000001") → 上证指数 benchmark
get_index_data("399006") → 创业板指 benchmark
get_index_data("000300") → 沪深300 benchmark
get_quote(ticker) → Individual security performance
get_fund_data(fund_code) → Fund performance
Client portfolio summary:
| Metric | Value | Change |
|---|---|---|
| Total AUM (总资产) | ¥XX.X万 | ±X% |
| Market value | ¥XX.X万 | ±X% |
| Cash position | ¥XX.X万 | |
| YTD return | X.XX% | |
| Since inception | X.XX% (annualized) | |
| Benchmark (沪深300) | X.XX% |
Performance by asset class:
| Asset Class | Allocation | Market Value | Period Return | Contribution |
|---|---|---|---|---|
| A股股票 | XX% | ¥XX | X.XX% | X.XX% |
| 基金 | XX% | ¥XX | X.XX% | X.XX% |
| 债券 | XX% | ¥XX | X.XX% | X.XX% |
| 现金/理财 | XX% | ¥XX | X.XX% | X.XX% |
| Total | 100% | X.XX% |
Performance by sector:
| Sector | Allocation | Return | Contribution |
|---|---|---|---|
| 消费 | XX% | X.XX% | X.XX% |
| 科技 | XX% | X.XX% | X.XX% |
| 医药 | XX% | X.XX% | X.XX% |
| 金融 | XX% | X.XX% | X.XX% |
| 新能源 | XX% | X.XX% | X.XX% |
| 其他 | XX% | X.XX% | X.XX% |
Top positions:
| Security | Ticker | Allocation | Market Value | Period Return | vs Benchmark |
|---|---|---|---|---|---|
Positions with significant changes:
Market environment:
一、市场回顾
上证指数: [Close] ([Change]%)
深证成指: [Close] ([Change]%)
创业板指: [Close] ([Change]%)
市场特征:
- 成交量: [XX亿]
- 北向资金: [净买入/净卖出 XX亿]
- 领涨板块: [List]
- 领跌板块: [List]
二、宏观要闻
- [Key macro developments]
- [Policy changes]
- [Market-moving events]
Performance commentary:
一、整体表现
[Period return, benchmark comparison, attribution summary]
二、主要贡献
[Top contributors to performance]
三、主要拖累
[Biggest detractors from performance]
四、操作回顾
[Trading activity summary]
五、市场展望
[Brief market outlook]
Forward-looking recommendations:
| Action | Rationale | Priority |
|---|---|---|
| High / Medium / Low |
Standard Chinese client report format:
【XX财富】客户投资报告 [Period]
客户名称：[Client Name]
报告期：[Period]
一、账户概览
[Portfolio snapshot table]
二、业绩表现
[Performance attribution]
三、持仓分析
[Holdings review]
四、市场回顾
[Market context]
五、投研观点
[Commentary]
六、展望与建议
[Outlook and recommendations]
| Client Profile | Appropriate Benchmark |
|---|---|
| A股均衡 | 沪深300 |
| A股成长 | 创业板指 |
| A股价值 | 中证红利 |
| 偏债混合 | 沪深300 × 60% + 中债 × 40% |
| 基金组合 | 基金业绩基准加权 |
Required disclosures (China):
| Concern | Typical Response |
|---|---|
| 账户亏损 | Explain market cycle, quality of holdings |
| 净值波动 | Normal for equity investing |
| 为什么买/卖 | Investment rationale |
| 市场方向 | Tactical positioning |
| 个股风险 | Risk management process |
| 赎回 | Liquidity, timing considerations |
Before delivering:
Data Source Mode Switch: Set env var
IFIND_DATA_SOURCE_MODEto control data source preference.
ifind-only(strict): Use iFind only, error if unavailableifind-fallback(default): iFind preferred, fallback to AkShareakshare-only: Skip iFind, use AkShare only
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概要と使いどころ
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。
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。
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。
Assess an A-share portfolio company's AI readiness for China-focused private equity investments. Evaluates data infrastructure, technology stack, talent, and AI adoption opportunities in the Chinese market context. Triggers on "A股公司AI评估", "AI readiness China", "AI assessment portfolio company", "AI转型评估", or "artificial intelligence readiness [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。
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。
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。