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.
npx skills add jwangkun/claude-for-financial-services-cn --skill china-roll-forwardgit clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cnWrote 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.
[](https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-roll-forward)<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-roll-forward"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-roll-forward/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.
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-roll-forward"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-roll-forward.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00071 | $0.01408 |
| Opus 5 | $0.00036 | $0.00704 |
| Sonnet 5 | $0.00014 | $0.00282 |
| Haiku 4.5 | $0.00007 | $0.00141 |
Grade A, and why
china-roll-forward 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.
How it starts
The opening of the file, as written. The whole thing — 179 lines — stays where its author put it; the contents beside it link to each section on GitHub.
china-roll-forward
Purpose
Roll forward 基金账务 — update fund accounting records for new periods.
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）
get_financials(ticker, "income") → Holdings financials
get_fund_data(fund_code) → Fund NAV data
get_quote(ticker) → Latest prices
Secondary Sources
- 基金公司 — fund accounting system
- 托管行 — custody records
- 巨潮 — portfolio company filings
Workflow
Step 1: Identify New Period
Fund reporting periods:
| Period | Type | Frequency | Deadline |
|---|---|---|---|
| 日 | Daily | Daily | T+1 |
| 周 | Weekly | Weekly | |
| 月 | Monthly | Monthly | |
| 季 | Quarterly | Quarterly | 季报后 |
| 半年 | Semi-annual | Semi-annual | 中报后 |
| 年 | Annual | Annual | 年报后 |
Step 2: Close Prior Period
Period-end closing checklist:
| Item | Action |
|---|---|
| 收入确认 | Close all income accruals |
| 费用计提 | Close all expense accruals |
| 已实现损益 | Calculate realized P&L |
| 未实现损益 | Mark-to-market |
| 分红处理 | Process distributions |
| 费用分配 | Allocate to NAV |
Step 3: Carry Forward Balances
Balance carry-forward:
| Account | Ending Balance | Carried Forward | Notes |
|---|---|---|---|
| 银行存款 | |||
| 证券投资 | |||
| 应收利息 | |||
| 应收股利 | |||
| 应付费用 | |||
| 实收基金 | |||
| 未分配利润 |
Step 4: Update Holdings
Holdings update:
| Security | Ticker | Prior Qty | Trades | New Qty | Price | Market Value |
|---|---|---|---|---|---|---|
Step 5: Update Accruals
Accrual roll-forward:
| Accrual Type | Prior | Additions | Usage | Reversal | New |
|---|---|---|---|---|---|
| 应收股息 | |||||
| 应收利息 | |||||
| 应付管理费 | |||||
| 应付托管费 |
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.
- 13d ago First seen · 179 lines · 71 tokens per session scan A 03a3328ada4a
china-roll-forward 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 71 tokens to every session and 1,408 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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