Source

jwangkun/claude-for-financial-services-cn

59 skills · 3.3K combined installs

Skills from this source

#
Skill
Source
8W Activity
Installs
1
china-market-data Query A-share and Chinese financial market data via multiple data sources. Tier-1 paid source is iFind (同花顺, cover…
jwangkun/claude-for-financial-services-cn
115
2
china-dcf DCF valuation model for A-share stocks using Chinese financial data. Uses AkShare MCP for financial statements, WACC …
jwangkun/claude-for-financial-services-cn
70
3
china-audit-xls Audit financial models and Excel workbooks for A-share analysis. Adapts the original audit-xls skill for Chinese fina…
jwangkun/claude-for-financial-services-cn
69
4
china-comps Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute v…
jwangkun/claude-for-financial-services-cn
69
5
china-sector-overview Comprehensive A-share sector and industry landscape reports — market size, competitive positioning, policy environmen…
jwangkun/claude-for-financial-services-cn
69
6
china-dd-checklist Due diligence checklists for A-share investments and M&A transactions. Adapted from the original dd-checklist skill f…
jwangkun/claude-for-financial-services-cn
67
7
china-financial-plan Create financial plans for Chinese wealth management clients covering retirement, education, estate, and cash-flow pl…
jwangkun/claude-for-financial-services-cn
65
8
china-earnings-analysis Post-earnings quarterly update reports for A-share companies under coverage. Analyzes 业绩快报/正式财报, generates va…
jwangkun/claude-for-financial-services-cn
63
9
china-idea-generation Systematic stock screening and investment idea sourcing for A-share markets. Combines quantitative screens, thematic …
jwangkun/claude-for-financial-services-cn
63
10
china-morning-note Daily morning research note for A-share markets. Summarizes overnight developments, pre-market sentiment, trade ideas…
jwangkun/claude-for-financial-services-cn
63
11
china-catalyst-calendar Track upcoming catalysts for A-share coverage universe — earnings dates, regulatory announcements, sector conferences…
jwangkun/claude-for-financial-services-cn
59
12
china-thesis-tracker Maintain and update investment theses for A-share portfolio positions and watchlist names. Track key data points, cat…
jwangkun/claude-for-financial-services-cn
59
13
china-3-statement-model Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese acc…
jwangkun/claude-for-financial-services-cn
58
14
china-earnings-preview Pre-earnings analysis for A-share stocks. Builds scenario frameworks (actual vs consensus, beat/miss cases), identifi…
jwangkun/claude-for-financial-services-cn
58
15
china-kyc-rules Chinese KYC (Know Your Customer) and AML (Anti-Money Laundering) rules for financial services. Adapts the original ky…
jwangkun/claude-for-financial-services-cn
58
16
china-client-report Generate client-facing performance reports for Chinese wealth management clients. Adapted from the original client-re…
jwangkun/claude-for-financial-services-cn
57
17
china-comps-analysis Comparable company analysis for A-share equities. Adapts the original comps-analysis skill for Chinese market data so…
jwangkun/claude-for-financial-services-cn
57
18
china-returns-analysis IRR and MOIC analysis for China-focused private equity and investment funds. Adapted from the original returns-analys…
jwangkun/claude-for-financial-services-cn
57
19
china-initiating-coverage Institutional-quality equity research initiation reports for A-share companies. Covers company analysis, financial mo…
jwangkun/claude-for-financial-services-cn
56
20
china-nav-tieout Net asset value (NAV) reconciliation and tie-out for Chinese funds and investment portfolios. Adapts the original nav…
jwangkun/claude-for-financial-services-cn
56
21
china-buyer-list Build a list of potential strategic and financial acquirers for A-share sell-side M&A mandates. Adapted from the orig…
jwangkun/claude-for-financial-services-cn
55
22
china-dcf-model Discounted cash flow (DCF) valuation model for A-share equities. This alias skill redirects to china-dcf, which provi…
jwangkun/claude-for-financial-services-cn
55
23
china-gl-recon General ledger reconciliation for A-share companies. Adapts the original gl-recon skill for Chinese accounting standa…
jwangkun/claude-for-financial-services-cn
55
24
china-merger-model Accretion/dilution and merger consequences analysis for A-share M&A transactions. Adapted from the original merger-mo…
jwangkun/claude-for-financial-services-cn
55
25
china-model-update Update A-share financial models with new quarterly data, management guidance, or macro changes. Reflects actuals, rol…
jwangkun/claude-for-financial-services-cn
55
26
china-clean-data-xls Clean and normalize A-share financial data for modeling. Adapts the original clean-data-xls skill for Chinese financi…
jwangkun/claude-for-financial-services-cn
54
27
china-deal-screening Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market dat…
jwangkun/claude-for-financial-services-cn
54
28
china-pitch-deck Populate A-share investment banking pitch deck templates with data from source files. Adapted from the original pitch…
jwangkun/claude-for-financial-services-cn
54
29
china-portfolio-rebalance Portfolio rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalan…
jwangkun/claude-for-financial-services-cn
54
30
china-datapack-builder Build professional data packs for A-share investment banking deals — M&A due diligence, IC materials, company profile…
jwangkun/claude-for-financial-services-cn
53
31
china-deal-sourcing Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment stra…
jwangkun/claude-for-financial-services-cn
53
32
china-ic-memo Investment Committee memo drafting for China-focused PE/IB deals. Adapted from the original ic-memo skill for Chinese…
jwangkun/claude-for-financial-services-cn
53
33
china-investment-proposal Draft investment proposals for Chinese wealth management clients. Creates structured proposals with investment ration…
jwangkun/claude-for-financial-services-cn
53
34
china-kyc-doc-parse Parse and extract data from Chinese identity documents for KYC (Know Your Customer) compliance. Adapts the original k…
jwangkun/claude-for-financial-services-cn
53
35
china-accrual-schedule Build accrual schedules for A-share companies tracking revenue recognition, expense accruals, and working capital tim…
jwangkun/claude-for-financial-services-cn
52
36
china-break-trace Forensic financial analysis for A-share companies. Identifies discrepancies, potential irregularities, and earnings q…
jwangkun/claude-for-financial-services-cn
52
37
china-client-review Prepare for Chinese wealth management client meetings with performance summaries, talking points, and relationship co…
jwangkun/claude-for-financial-services-cn
52
38
china-competitive-analysis Competitive landscape analysis for A-share companies and Chinese industries. Maps competitors, compares positioning, …
jwangkun/claude-for-financial-services-cn
52
39
china-ib-check-deck Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib…
jwangkun/claude-for-financial-services-cn
52
40
china-portfolio-monitoring Track and report on A-share portfolio company performance for China-focused private equity funds. Monitors KPIs, fina…
jwangkun/claude-for-financial-services-cn
52
41
china-ppt-template-creator Create PowerPoint templates for A-share investment presentations. Adapts the original ppt-template-creator skill for …
jwangkun/claude-for-financial-services-cn
52
42
china-roll-forward Roll forward A-share financial models for new periods. Adapts the original roll-forward skill for Chinese financial s…
jwangkun/claude-for-financial-services-cn
52
43
china-skill-creator Create new China-specific financial skills following the established patterns and conventions. Use this meta-skill to…
jwangkun/claude-for-financial-services-cn
52
44
china-strip-profile Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapte…
jwangkun/claude-for-financial-services-cn
52
45
china-variance-commentary Write variance commentary for A-share financial results. Adapts the original variance-commentary skill for Chinese fi…
jwangkun/claude-for-financial-services-cn
52
46
china-ai-readiness Assess an A-share portfolio company's AI readiness for China-focused private equity investments. Evaluates data infra…
jwangkun/claude-for-financial-services-cn
51
47
china-cim-builder Structure and draft Confidential Information Memorandums (CIMs) for A-share sell-side M&A processes. Organizes compan…
jwangkun/claude-for-financial-services-cn
51
48
china-dd-meeting-prep Prepare management meeting materials and question lists for A-share investment due diligence. Adapted from the origin…
jwangkun/claude-for-financial-services-cn
51
49
china-deal-tracker Track A-share sell-side M&A and deal pipeline with milestones, deadlines, and action items. Adapted from the original…
jwangkun/claude-for-financial-services-cn
51
50
china-deck-refresh Refresh and update existing A-share investment presentation decks with latest data. Adapts the original deck-refresh …
jwangkun/claude-for-financial-services-cn
51
Page 1 · 59 total Next