china-deal-tracker

china-deal-tracker is a skill for Claude Code from jwangkun/claude-for-financial-services-cn. It costs 77 tokens per session (1,373 once invoked), scanned A, original, Apache-2.0.

A structured tracker for an A-share sell-side merger and acquisition process. It records the deal, its status, milestones, deadlines, dependencies, and follow-up actions from mandate signing through closing or termination.

In plain words
What is it for?
Use it to track teaser preparation, buyer screening, confidentiality agreements, management meetings, due diligence, approvals, and other deal milestones. It can store key deal details such as target, type, size, dates, and status.
Why use it?
It makes the next required steps and their dependencies visible across a transaction. This helps teams monitor progress and follow up on delayed or outstanding work.

Skill for Claude Code

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

Part of the investment-banking plugin — 10 skills shipped together

Good fit Use it to track teaser preparation, buyer screening, confidentiality agreements, management meetings, due diligence, approvals, and other deal milestones. It can store key deal details such as target, type, size, dates, and status.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jwangkun/claude-for-financial-services-cn/china-deal-tracker
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-deal-tracker
Clone the repo
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn

Made for: Claude Code.

Or install investment-banking, the plugin that ships this one along with the rest of its 10 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-deal-tracker

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-deal-tracker"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-deal-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 77 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,373 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 $0.00077 $0.01373
Opus 5 $0.00039 $0.00687
Sonnet 5 $0.00015 $0.00275
Haiku 4.5 $0.00008 $0.00137

Measured 13d ago against content hash eb45d515ca86, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

china-deal-tracker 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 13d 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/investment-banking/skills/china-deal-tracker/SKILL.md · 152 lines

How it starts

The opening of the file, as written. The whole thing — 152 lines — stays where its author put it; the contents beside it link to each section on GitHub.

china-deal-tracker

Purpose

Track A股投行交易/并购进度 with structured milestone tracking, deadline management, and action item follow-up.

Data Sources

Tier 0 — 万得 Wind(最全面付费数据)

  • 覆盖:A股/港美股/基金/指数/债券/宏观/研报/分析(44个工具)
  • MCP 服务:wind-mcp(需 WIND_API_KEY 密钥,以 ak_ 开头)
  • 优势:全市场覆盖面最广、数据最全面、包含研报和量化分析
  • 密钥申请:https://aifinmarket.wind.com.cn/#/home

Tier 1 — 同花顺 iFind(付费精确数据)/ AkShare MCP(Tier-2 免费备选)

Workflow

Step 1: Set Up Deal Record

Deal setup template:

{
  "deal_name": "[Target] 股权转让",
  "deal_type": "股权收购 / 资产收购 / 吸收合并 / 借壳",
  "target": "[Company name] ([Ticker])",
  "industry": "[Industry]",
  "mandate_date": "[Date]",
  "expected_close": "[Date]",
  "deal_size": "XX亿",
  "status": "Active / On hold / Completed / Terminated"
}

Step 2: Define Milestones

Standard A-share M&A milestones:

# Milestone Typical Duration Dependencies
1 委托签约 (Mandate signing) Day 0 Client agreement
2 Teaser 制作 3-5 days Information gathering
3 买方筛选 (Buyer screening) 1-2 weeks IOI responses
4 NDA 签署 1-3 days Buyer identification
5 管理层会议 (Management meeting) Week 3-4 Buyer shortlist
6 尽调 (Due diligence) 2-4 weeks Data room access
7 投标 (Bid submission) Week 6-8 DD complete
8 谈判 (Negotiation) 2-4 weeks Best bid selection
9 排他 (Exclusivity) 2-4 weeks Term sheet signed
10 SPA 签署 (Signing) 4-8 weeks Approvals obtained
11 监管审批 (Regulatory approval) 1-6 months Filing complete
12 交割 (Closing) Day 0 of closing All CPs satisfied

Step 3: Track Action Items

Action item format:

# Action Owner Deadline Status Notes
1 制作Teaser [Name] [Date] In progress
2 买方联系 [Name] [Date] Not started 3 target buyers
3 管理层会议安排 [Name] [Date] Pending 需确认日期

Step 4: Weekly Status Update

Read the full file on GitHub · 152 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. 13d ago First seen · 152 lines · 77 tokens per session scan A eb45d515ca86

Subscribe to this mod's changes

china-deal-tracker 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 77 tokens to every session and 1,373 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 2026-08-30.

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