china-investment-proposal

china-investment-proposal is a skill for Claude Code from jwangkun/claude-for-financial-services-cn. It costs 84 tokens per session (2,148 once invoked), scanned A, original, Apache-2.0.

A template for investment proposals aimed at clients investing in Chinese A-share products. It organizes client goals, time horizon, risk tolerance, liquidity needs, market context, product choices, and risk disclosures.

In plain words
What is it for?
Use it to draft A-share wealth-management proposals, compare funds and securities, explain allocation choices, and document risks for clients.
Why use it?
It helps turn client information and market research into a structured investment document. It also makes key suitability considerations and required warnings easier to include.

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 draft A-share wealth-management proposals, compare funds and securities, explain allocation choices, and document risks for clients.

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

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README.md
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Your own site
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Your own site · 80×15
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-investment-proposal"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-investment-proposal.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 84 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,148 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 $0.00084 $0.02148
Opus 5 $0.00042 $0.01074
Sonnet 5 $0.00017 $0.00430
Haiku 4.5 $0.00008 $0.00215

Measured 9d ago against content hash ac7a10ed9d07, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

china-investment-proposal 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-investment-proposal/SKILL.md · 272 lines

How it starts

The opening of the file, as written. The whole thing — 272 lines — stays where its author put it; the contents beside it link to each section on GitHub.

china-investment-proposal

Purpose

Create professional A股财富管理投资建议书 — structured proposals 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")              → Market context
get_index_data("399006")              → ChiNext context
get_quote(ticker)                     → Security analysis
get_fund_data(fund_code)              → Fund analysis
get_industry_stocks(industry="...")    → Sector analysis

Secondary Sources

  • Portfolio management system
  • Research team — market outlook
  • Product providers — fund/insurance data

Workflow

Step 1: Understand Client Needs

Discovery questions:

  1. Investment objective: 保值增值 / 稳健增值 / 积极增值 / 收入型
  2. Time horizon: 短期(<1年) / 中期(1-5年) / 长期(>5年)
  3. Risk tolerance: 保守 / 稳健 / 积极 / 激进
  4. Liquidity needs: 高 / 中 / 低
  5. Special considerations: 税务, 遗产, 慈善, etc.

Step 2: Market & Strategy Overview

Current market assessment:

市场展望 [Period]

一、宏观经济
   [GDP, policy, rates outlook]

二、权益市场
   - 估值水平: 沪深300 PE [Xx] (历史[X]%分位)
   - 资金面: 北向资金, 两融余额
   - 情绪指标: [Index]

三、行业配置观点
   超配 (Overweight): [Sectors] — [Rationale]
   标配 (Neutral): [Sectors]
   低配 (Underweight): [Sectors] — [Rationale]

四、风险提示
   [Key risks]

Step 3: Investment Strategy

Strategy design:

Component Allocation Rationale
A股权益 XX% Growth engine
基金 (主动) XX% Professional management
基金 (指数) XX% Low-cost beta
债券/固收+ XX% Stability, income
现金/货币基金 XX% Liquidity
另类 (REITs, 黄金) XX% Diversification

A-share equity allocation:

Sector Weight Thesis
消费 XX% [Rationale]
科技 XX% [Rationale]
医药 XX% [Rationale]
金融 XX% [Rationale]
新能源 XX% [Rationale]
其他 XX% [Rationale]

Step 4: Product Recommendations

Recommended securities:

# Type Security Ticker Allocation Rationale Risk Level
1 A股个股
2 主动基金
3 指数基金
4 债券/理财
5 现金管理

Read the full file on GitHub · 272 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 · 272 lines · 84 tokens per session scan A ac7a10ed9d07

Subscribe to this mod's changes

china-investment-proposal 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 84 tokens to every session and 2,148 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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