china-client-report

china-client-report is a skill for Claude Code from jwangkun/claude-for-financial-services-cn. It costs 78 tokens per session (1,451 once invoked), scanned A, a copy of bilibili-helper, Apache-2.0.

A template and workflow for creating performance reports for clients who invest in Chinese stocks, funds, and other assets. It compares portfolio results with Chinese market benchmarks such as the CSI 300.

In plain words
What is it for?
Use it to prepare portfolio summaries, performance comparisons, asset-class breakdowns, and reports for Chinese wealth-management clients.
Why use it?
It brings holdings, returns, asset allocation, and performance comparisons into one client-ready report instead of leaving the adviser to assemble them manually.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the wealth-management plugin — 5 skills shipped together

Good fit Use it to prepare portfolio summaries, performance comparisons, asset-class breakdowns, and reports for Chinese wealth-management clients.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jwangkun/claude-for-financial-services-cn/china-client-report
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add jwangkun/claude-for-financial-services-cn --skill china-client-report
Clone the repo
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn

Made for: Claude Code.

Or install wealth-management, the plugin that ships this one along with the rest of its 5 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for china-client-report

README.md
[![agentmods](https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-client-report/github.svg)](https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-client-report)
Your own site
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-client-report"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-client-report/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for china-client-report

Your own site · 80×15
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-client-report"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-client-report.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 78 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,451 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 89% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00078 $0.01451
Opus 5 $0.00039 $0.00726
Sonnet 5 $0.00016 $0.00290
Haiku 4.5 $0.00008 $0.00145

Measured 8d ago against content hash 5243d9f84631, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

china-client-report scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

89% identical to bilibili-helper — 247 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

vertical-plugins/wealth-management/skills/china-client-report/SKILL.md · 206 lines

How it starts

The opening of the file, as written. The whole thing — 206 lines — stays where its author put it; the contents beside it link to each section on GitHub.

china-client-report

Purpose

Create professional A股财富管理客户报告 — performance reports for Chinese wealth management clients.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

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

Secondary Sources

  • 基金公司 — fund data
  • Wind / Choice — comprehensive market data
  • 晨星中国 — fund ratings

Workflow

Step 1: Portfolio Snapshot

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%

Step 2: Performance Attribution

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%

Step 3: Holdings Review

Top positions:

Security Ticker Allocation Market Value Period Return vs Benchmark

Positions with significant changes:

  • New positions added
  • Positions sold
  • Significant gainers (>20%)
  • Significant losers (>15%)

Read the full file on GitHub · 206 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 206 lines · 78 tokens per session scan A 5243d9f84631

Subscribe to this mod's changes

china-client-report is a skill published in the GitHub repository jwangkun/claude-for-financial-services-cn (744 stars, last pushed 3mo ago), licensed Apache-2.0. It adds 78 tokens to every session and 1,451 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. It is 89% identical to bilibili-helper, differing in 247 lines, and is treated as a copy.

Related

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