jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Net asset value (NAV) reconciliation and tie-out for Chinese funds and investment portfolios. Adapts the original nav-tieout skill for A-share holdings, Chinese fund accounting standards, and domestic custody arrangements. Triggers on "A股净值核对", "NAV计算", "NAV tie-out China", "基金净值", "net asset value [fund]", or…
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
China investment banking — CIM, teasers, pitch decks, merger models, deal tracking.
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Build a list of potential strategic and financial acquirers for A-share sell-side M&A mandates. Adapted from the original buyer-list skill for Chinese market acquirer universe. Triggers on "A股买方名单", "潜在收购方", "buyer list China", "strategic buyers China", "who would buy this A-share company", or "build buyer universe".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Structure and draft Confidential Information Memorandums (CIMs) for A-share sell-side M&A processes. Organizes company information into professional, investor-ready documents with Chinese market context. Triggers on "A股CIM", "保密信息备忘录", "CIM China", "confidential memorandum A-share", or "offering memorandum [company]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Competitive landscape analysis for A-share companies and Chinese industries. Maps competitors, compares positioning, and assesses relative strengths. Adapted from the original competitive-analysis skill for Chinese market context. Triggers on "A股竞争格局", "行业竞争分析", "competitive landscape China", "competitive analysis…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Build professional data packs for A-share investment banking deals — M&A due diligence, IC materials, company profiles. Adapted from the original datapack-builder skill for Chinese data sources (AkShare, 巨潮, exchange filings) and CAS accounting. Triggers on "A股数据包", "投行数据包", "datapack China", "due diligence pack…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Track A-share sell-side M&A and deal pipeline with milestones, deadlines, and action items. Adapted from the original deal-tracker skill for Chinese market deal processes. Triggers on "A股交易跟踪", "并购进度", "deal tracker China", "M&A pipeline A-share", or "track progress on [deal]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Accretion/dilution and merger consequences analysis for A-share M&A transactions. Adapted from the original merger-model skill for Chinese GAAP, CAS accounting, and China market transaction structures. Triggers on "A股并购分析", "并购模型", "accretion dilution China", "merger model A-share", or "M&A consequences [company]".
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Populate A-share investment banking pitch deck templates with data from source files. Adapted from the original pitch-deck skill for Chinese companies, A-share market data, and Chinese business context. Triggers on "A股Pitch Deck", "路演PPT", "pitch deck China", "pitch deck A-share", or "fill pitch template for…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapted from the original strip-profile skill for Chinese companies, A-share market data, and Chinese business terminology. Triggers on "A股公司简介", "公司概况", "strip profile China", "one-pager A-share", or "target…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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".
jwangkun/claude-for-financial-services-cn
Plugin Claude Code
China operations — KYC document parsing and rules.
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
Parse and extract data from Chinese identity documents for KYC (Know Your Customer) compliance. Adapts the original kyc-doc-parse skill for Chinese ID cards, business licenses, and domestic compliance requirements. Triggers on "A股KYC", "身份文件解析", "parse Chinese ID", "KYC document", "客户身份识别", or "extract [document…
jwangkun/claude-for-financial-services-cn
Skill Claude CodeCodex
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".
Skill Claude CodeCodex
A collection of AI-assisted automation loops for software development, data science, content creation, product operations, and learning management.