jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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"…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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"…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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]".
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
A-share sector research — industry overview, competitive landscape, peer comps, ideas shortlist.
jwangkun/claude-for-financial-services-cn
Agent
Produces A-share sector or thematic market research — industry overview, competitive landscape, A-share trading-comps spread, and an ideas shortlist. Use when an analyst or PM asks for a primer on a Chinese sector. Not for single-name coverage updates.
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
DCF, LBO, 3-statement, and comps models for Chinese equities using AkShare data.
jwangkun/claude-for-financial-services-cn
Agent
Builds DCF, LBO, 3-statement, and comps models for Chinese equities using AkShare-sourced financial data. Use when a user requests a full financial model for an A-share stock. Not for one-off calculations.
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
A-share pitch agent — comps, DCF, LBO, and branded deck for Chinese listed targets.
jwangkun/claude-for-financial-services-cn
Agent
A-share pitch agent. Given a target A-share stock and a strategic situation, autonomously pulls comps and market data from AkShare, builds a DCF and football-field valuation in Excel, and generates a branded pitch deck. Use when an MD or senior banker asks for a first draft on a Chinese-listed target. Not for editing…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
An MCP connection to Wind, a financial-data service covering Chinese A-shares, Hong Kong and US stocks, funds, indexes, bonds, company documents, news, economic data, and analytics. MCP is a standard way for an AI client to call these data tools.
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
Chinese financial data and analysis tools: A-share market data, fund data, financial statements, industry classification via AkShare open-source dataset.
jwangkun/claude-for-financial-services-cn
MCP server Claude CodeCodexCursor +2
MCP server "akshare" as configured in jwangkun/claude-for-financial-services-cn. Runs ../../mcp-servers/akshare-mcp/server.py with python3.
jwangkun/claude-for-financial-services-cn
MCP server Claude CodeCodexCursor +2
MCP server "ifind" as configured in jwangkun/claude-for-financial-services-cn. Runs ../../mcp-servers/ifind-mcp/server.py with python3. Needs 1 environment variable to run.
jwangkun/claude-for-financial-services-cn
MCP server Claude CodeCodexCursor +2
MCP server "china-news" as configured in jwangkun/claude-for-financial-services-cn. Runs ../../mcp-servers/china-news-mcp/server.py with python3.
jwangkun/claude-for-financial-services-cn
MCP server Claude CodeCodexCursor +2
MCP server "wind" as configured in jwangkun/claude-for-financial-services-cn. Runs ../../mcp-servers/wind-mcp/server.py with python3. Needs 1 environment variable to run.
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
China fund administration — NAV tie-out, GL recon, accruals, break tracing.