china-client-review

china-client-review is a skill for Claude Code from jwangkun/claude-for-financial-services-cn. It costs 80 tokens per session (1,525 once invoked), scanned A, original, Apache-2.0.

A meeting-preparation framework for Chinese wealth-management clients with A-share portfolios. It combines portfolio performance, market comparisons, client goals, risk level, time horizon, liquidity needs, and relationship context.

In plain words
What is it for?
Use it to prepare performance summaries, discussion points, portfolio reviews, and follow-up conversations with Chinese wealth-management clients.
Why use it?
It helps advisers enter client meetings with the relevant investment results and personal context in one place.

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 performance summaries, discussion points, portfolio reviews, and follow-up conversations with 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-review
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-review
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-review

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-client-review"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-client-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 80 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,525 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found 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 $0.00080 $0.01525
Opus 5 $0.00040 $0.00763
Sonnet 5 $0.00016 $0.00305
Haiku 4.5 $0.00008 $0.00153

Measured 9d ago against content hash 187101aa73ec, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

china-client-review 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 9d 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.

vertical-plugins/wealth-management/skills/china-client-review/SKILL.md · 219 lines

How it starts

The opening of the file, as written. The whole thing — 219 lines — stays where its author put it; the contents beside it link to each section on GitHub.

china-client-review

Purpose

Prepare comprehensive A股财富管理客户会议材料 — performance summaries, talking points, and relationship context for client meetings.

Data Sources

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

get_index_data("000001")              → 上证 benchmark
get_index_data("399006")              → 创业板 benchmark
get_index_data("000300")              → 沪深300 benchmark

Secondary Sources

  • Portfolio management system (client holdings)
  • Wind / Choice — market data
  • Research team — market outlook

Workflow

Step 1: Client Profile Review

Client context:

Attribute Detail
客户名称
风险等级 C1-C5 (conservative to aggressive)
投资目标 保值 / 增值 / 养老 / 教育 / 传承
投资期限 Short / Medium / Long term
流动性需求 High / Medium / Low
特殊需求 税务优化, 慈善, 家族信托

Step 2: Portfolio Performance Summary

Performance dashboard:

Metric YTD 1Y 3Y Since Inception
Portfolio return X.XX% X.XX% X.XX% X.XX%
Benchmark (沪深300) X.XX% X.XX% X.XX% X.XX%
Active return X.XX% X.XX% X.XX% X.XX%
Best period
Worst period

Performance attribution:

Driver Contribution
Security selection X.XX%
Sector allocation X.XX%
Cash/bond yield X.XX%
Fees X.XX%
Total X.XX%

Step 3: Holdings Review

Portfolio composition:

Asset Class Allocation Benchmark Active
A股权益 XX% XX% ±X%
基金 XX% XX% ±X%
债券/理财 XX% XX% ±X%
现金 XX% XX% ±X%

Top positions:

Security Ticker Allocation Period Return Comment

Changes since last meeting:

Action Security Reason Date
Buy
Sell
Rebalance

Read the full file on GitHub · 219 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. 9d ago First seen · 219 lines · 80 tokens per session scan A 187101aa73ec

Subscribe to this mod's changes

china-client-review 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 80 tokens to every session and 1,525 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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