By jwangkun
Produce A-share equity research: industry overviews, competitive landscape, peer-comps analysis, and investable ideas shortlists for Chinese markets, using AkShare data and CAS accounting standards.
Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting standards (CAS), Chinese GAAP differences, and AkShare-sourced financials. Use instead of the original 3-statement-model skill when building integrated IS/BS/CF models for Chinese listed companies.
Build accrual schedules for A-share companies tracking revenue recognition, expense accruals, and working capital timing. Adapted from the original accrual-schedule skill for CAS accounting and Chinese business practices. Triggers on "A股应计项目", "应计计提", "accrual schedule China", "应计账款分析", or "working capital accruals [company]".
Audit financial models and Excel workbooks for A-share analysis. Adapts the original audit-xls skill for Chinese financial modeling standards, CAS conventions, and A-share-specific checks. Triggers on "A股模型审计", "财务模型核查", "audit model China", "audit xlsx", "模型QC", or "check model [company]".
Forensic financial analysis for A-share companies. Identifies discrepancies, potential irregularities, and earnings quality issues in Chinese financial statements. Adapted from the original break-trace skill for CAS accounting and Chinese market red flags. Triggers on "A股财务核查", "财务异常", "forensic analysis China", "财务舞弊", "earnings quality China", or "investigate [company] financials".
Track upcoming catalysts for A-share coverage universe — earnings dates, regulatory announcements, sector conferences, product launches, and policy events relevant to Chinese equities. Adapted from the original catalyst-calendar skill for A-share market conventions. Triggers on "A股催化剂日历", "事件日历", "财报日历", "earnings calendar A-share", "upcoming catalysts China", or "what's coming up for [company]".
Uses power tools
Uses Bash, Write, or Edit tools
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🇨🇳 63 个 Claude Skills,为 A 股金融从业者而生
基于 Anthropic 官方 claude-for-financial-services 深度适配国内市场,现已开源。
一套可以直接给 Claude 装上的 金融专业技能包。装了之后,你跟 Claude 说"帮我写一份茅台年报点评"或者"建一个宁德时代的 DCF 模型",它就知道 A 股的格式、数据源和会计准则,直接出活儿。
一句话:把 Anthropic 为华尔街投行做的 AI 助手,搬到了 A 股。
| 原版 (Wall Street) | 本项目 (A 股) | |
|---|---|---|
| 数据 | Bloomberg / FactSet / PitchBook | AkShare(免费开源) |
| 研报 | JPM / GS 英文研报 | 中金 / 中信 / 华泰 格式 |
| 模型 | US GAAP | 中国会计准则 |
| 无风险利率 | 美债 | 中债 |
| 行业分类 | GICS | 申万 / 中信 |
# 1. 装 Claude Code
npm install -g @anthropic-ai/claude-code
# 2. 加插件市场
claude plugin marketplace add jwangkun/claude-for-financial-services-cn
# 3. 装技能包(全量)
claude plugin install china-finance@claude-for-financial-services-cn
# 4. 或按需装单个垂直领域
claude plugin install investment-banking@claude-for-financial-services-cn
claude plugin install private-equity@claude-for-financial-services-cn
claude plugin install wealth-management@claude-for-financial-services-cn
claude plugin install fund-admin@claude-for-financial-services-cn
然后直接跟 Claude 对话:
你:写一份贵州茅台 2024 年报点评,中金格式
你:建一个比亚迪的 DCF 模型,WACC 用中债 10 年期
你:出一份半导体行业 A 股投资策略
你:帮我做一份路演 PPT
| 技能 | 干什么 |
|---|---|
china-comps | 可比公司估值(PE/PB/PS) |
china-comps-analysis | 深度可比分析 + 行业洞察 |
china-dcf / china-dcf-model | DCF 估值(中债无风险利率) |
china-lbo-model | 杠杆收购模型 |
china-3-statement-model | 三表联动模型 |
china-earnings-analysis | 季度/年度业绩点评 |
china-earnings-preview | 财报前瞻(一致预期 vs 实际) |
china-model-update | 覆盖模型自动更新 |
china-sector-overview | 行业研究综述 |
china-catalyst-calendar | 事件驱动日历 |
china-idea-generation | A 股选股和标的筛选 |
china-thesis-tracker | 投资观点跟踪 |
china-morning-note | 晨会纪要 |
china-initiating-coverage | 首次覆盖报告 |
china-deck-refresh | 刷新 PPT 图表和数据 |
china-ib-check-deck | 路演材料 QC |
china-ppt-template-creator | PPT 模板技能 |
china-pptx-author | 生成 .pptx 文件 |
china-xlsx-author | 生成 .xlsx 文件 |
china-audit-xls | Excel 模型审计 |
china-clean-data-xls | 表格数据清洗 |
china-market-data | AkShare 数据查询入口 |
china-variance-commentary | 差异分析注释 |
china-accrual-schedule | 应计项目时间表 |
china-break-trace | 差异根因追踪 |
china-gl-recon | 总账对账 |
china-roll-forward | 数据滚动更新 |
china-deal-screening | 项目初步筛选 |
china-skill-creator | 创建自定义技能 |
| 技能 | 干什么 |
|---|---|
china-pitch-deck | 填充 Pitch Deck 模板 |
china-merger-model | 并购模型( accretive/dilutive ) |
china-cim-builder | CIM 信息备忘录 |
china-teaser | 匿名交易概要页 |
china-buyer-list | 战略/财务买方清单 |
china-datapack-builder | 数据包构建 |
china-process-letter | 竞标流程函 |
china-strip-profile | 一页公司简介 |
china-deal-tracker | 项目进度跟踪 |
china-competitive-analysis | 竞争格局分析 |
| 技能 | 干什么 |
|---|---|
china-dd-checklist | 尽职调查清单 |
china-ic-memo | 投委会 memo |
china-portfolio-monitoring | 被投企业 KPI 跟踪 |
china-returns-analysis | IRR/MOIC 回报分析 |
china-deal-sourcing | 标的发现 |
china-unit-economics | 单位经济模型 |
china-value-creation-plan | 投后改善计划 |
china-ai-readiness | AI 就绪度评估 |
china-dd-meeting-prep | 管理层访谈准备 |
| 技能 | 干什么 |
|---|---|
china-client-report | 客户报告 |
china-financial-plan | 理财规划 |
china-investment-proposal | 投资建议书 |
china-portfolio-rebalance | 组合再平衡 |
china-tax-loss-harvesting | 税损收割 |
| 技能 | 干什么 |
|---|---|
china-nav-tieout | 净值核对 |
china-accrual-schedule | 应计项目 |
china-break-trace | 差异追踪 |
china-gl-recon | 总账对账 |
china-roll-forward | 滚动更新 |
china-variance-commentary | 差异注释 |
| 技能 | 干什么 |
|---|---|
china-kyc-doc-parse | KYC 文档解析 |
china-kyc-rules | KYC 规则引擎 |
技能可以单独用,也可以搭配智能体开箱即用:
| 智能体 | 一句话 |
|---|---|
| china-pitch-agent | 投行 Pitch — 从估值建模到路演 PPT 一条龙 |
| china-market-researcher | 行业研究 — 行业概览 → 竞争格局 → 标的池 |
| china-earnings-reviewer | 业绩点评 — 财报解读 → 模型更新 → 研报输出 |
| china-model-builder | 财务建模 — DCF / LBO / 三表,直接出 Excel |
| 服务 | 干什么 |
|---|---|
| akshare-mcp | AkShare 数据接口(行情 / 财报 / 行业 / 指数) |
| china-news-mcp | 财经新闻和公告(财联社 / 东方财富 / 交易所公告) |
# 启动数据服务
python mcp-servers/akshare-mcp/server.py
python mcp-servers/china-news-mcp/server.py
npx claudepluginhub jwangkun/claude-for-financial-services-cn --plugin china-market-researcherA-share earnings analysis — model update, variance table, post-earnings note
China investment banking — CIM, teasers, pitch decks, merger models, deal tracking
China operations — KYC document parsing and rules
Chinese financial data and analysis tools: A-share market data, fund data, financial statements, industry classification via AkShare open-source dataset
China wealth management — client reviews, financial plans, investment proposals
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