jwangkun/claude-for-financial-services-cn
Plugin Claude Code
Chinese financial data and analysis plugins — A-share market data, comps, DCF, earnings analysis using AkShare open-source dataset. China-market equivalent of the main financial-services repo.
jwangkun/claude-for-financial-services-cn
Instructions file
Instructions for jwangkun/claude-for-financial-services-cn, covering claude.md — china financial services plugins, source of truth, core data layer, start the wind data server (万得, paid — requires windapikey) and start the akshare data server (a-share market data, free).
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
A-share earnings analysis — model update, variance table, post-earnings note.
jwangkun/claude-for-financial-services-cn
Agent
Processes an A-share earnings event end to end — reads the earnings report and investor Q&A, pulls financial data from AkShare, updates the coverage model, and drafts the post-earnings note for a covered Chinese stock. Use when a covered A-share name reports.
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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.
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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.
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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"…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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"…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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.
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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.