claude-for-financial-services-cn

In the author's own words, from each skill's SKILL.md — showing the first 30 of 188 files.

• wind-mcp

  万得 Wind 金融数据 MCP 技能 — 44 个工具覆盖 A 股/港美股/基金/指数/债券/公告/宏观/分析 8 大服务域

  mcp-servers/wind-mcp/SKILL.md on GitHub (opens in a new tab)

• china-3-statement-model

  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.

  agent-plugins/china-earnings-reviewer/skills/china-3-statement-model/SKILL.md on GitHub (opens in a new tab)

• china-accrual-schedule

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-accrual-schedule/SKILL.md on GitHub (opens in a new tab)

• china-audit-xls

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-audit-xls/SKILL.md on GitHub (opens in a new tab)

• china-break-trace

  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".

  agent-plugins/china-earnings-reviewer/skills/china-break-trace/SKILL.md on GitHub (opens in a new tab)

• china-catalyst-calendar

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-catalyst-calendar/SKILL.md on GitHub (opens in a new tab)

• china-clean-data-xls

  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".

  agent-plugins/china-earnings-reviewer/skills/china-clean-data-xls/SKILL.md on GitHub (opens in a new tab)

• china-comps-analysis

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-comps-analysis/SKILL.md on GitHub (opens in a new tab)

• china-comps

  Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector.

  agent-plugins/china-earnings-reviewer/skills/china-comps/SKILL.md on GitHub (opens in a new tab)

• china-dcf-model

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-dcf-model/SKILL.md on GitHub (opens in a new tab)

• china-dcf

  DCF valuation model for A-share stocks using Chinese financial data. Uses AkShare MCP for financial statements, WACC inputs (risk-free rate from China government bond yields), and growth projections. Use instead of the original dcf-model skill for Chinese equities.

  agent-plugins/china-earnings-reviewer/skills/china-dcf/SKILL.md on GitHub (opens in a new tab)

• china-deal-screening

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-deal-screening/SKILL.md on GitHub (opens in a new tab)

• china-deck-refresh

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-deck-refresh/SKILL.md on GitHub (opens in a new tab)

• china-earnings-analysis

  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".

  agent-plugins/china-earnings-reviewer/skills/china-earnings-analysis/SKILL.md on GitHub (opens in a new tab)

• china-earnings-preview

  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 "…

  agent-plugins/china-earnings-reviewer/skills/china-earnings-preview/SKILL.md on GitHub (opens in a new tab)

• china-gl-recon

  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".

  agent-plugins/china-earnings-reviewer/skills/china-gl-recon/SKILL.md on GitHub (opens in a new tab)

• china-ib-check-deck

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-ib-check-deck/SKILL.md on GitHub (opens in a new tab)

• china-idea-generation

  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 "sc…

  agent-plugins/china-earnings-reviewer/skills/china-idea-generation/SKILL.md on GitHub (opens in a new tab)

• china-initiating-coverage

  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",…

  agent-plugins/china-earnings-reviewer/skills/china-initiating-coverage/SKILL.md on GitHub (opens in a new tab)

• china-lbo-model

  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.

  agent-plugins/china-earnings-reviewer/skills/china-lbo-model/SKILL.md on GitHub (opens in a new tab)

• china-market-data

  Query A-share and Chinese financial market data via multiple data sources. Tier-1 paid source is iFind (同花顺, covers stocks/funds/macro/bonds/HK-US/ESG/index-sectors). Tier-2 free source is AkShare (行情/财报/行业/指数). Use whenever the agent needs Chinese financial data — compatible with 沪深 A 股, 科创板, 创业板, 北交所, and 港股通 stocks.

  agent-plugins/china-earnings-reviewer/skills/china-market-data/SKILL.md on GitHub (opens in a new tab)

• china-model-update

  Update A-share financial models with new quarterly data, management guidance, or macro changes. Reflects actuals, rolls estimates forward, flags material changes, and updates valuation. Adapted from the original model-update skill for Chinese market conventions and AkShare data. Triggers on "A股模型更新", "模型更新", "plug earnings into model", "update model for [company]", "刷新预测", or "更新财务模型".

  agent-plugins/china-earnings-reviewer/skills/china-model-update/SKILL.md on GitHub (opens in a new tab)

• china-morning-note

  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".

  agent-plugins/china-earnings-reviewer/skills/china-morning-note/SKILL.md on GitHub (opens in a new tab)

• china-ppt-template-creator

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-ppt-template-creator/SKILL.md on GitHub (opens in a new tab)

• china-pptx-author

  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 reques…

  agent-plugins/china-earnings-reviewer/skills/china-pptx-author/SKILL.md on GitHub (opens in a new tab)

• china-roll-forward

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-roll-forward/SKILL.md on GitHub (opens in a new tab)

• china-sector-overview

  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]…

  agent-plugins/china-earnings-reviewer/skills/china-sector-overview/SKILL.md on GitHub (opens in a new tab)

• china-skill-creator

  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 crea…

  agent-plugins/china-earnings-reviewer/skills/china-skill-creator/SKILL.md on GitHub (opens in a new tab)

• china-tax-loss-harvesting

  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]".

  agent-plugins/china-earnings-reviewer/skills/china-tax-loss-harvesting/SKILL.md on GitHub (opens in a new tab)

• china-thesis-tracker

  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".

  agent-plugins/china-earnings-reviewer/skills/china-thesis-tracker/SKILL.md on GitHub (opens in a new tab)

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