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From china-model-builder
Audits A-share financial models and Excel workbooks with structural, formula, and CAS compliance checks. Cross-references model data against AkShare. Activated by Chinese or English audit triggers.
How this skill is triggered — by the user, by Claude, or both
Slash command
/china-model-builder:china-audit-xlsThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Audit **A股财务模型** — comprehensive quality checks for Chinese equity financial models.
Audit A股财务模型 — comprehensive quality checks for Chinese equity financial models.
get_financials(ticker, "income") → Actuals for cross-check
get_financials(ticker, "balance") → BS for cross-check
get_financials(ticker, "cashflow") → CF for cross-check
get_quote(ticker) → Market data
Model structure checklist:
| Area | Check | Pass Criteria |
|---|---|---|
| Cover page | Company, date, version | Present and accurate |
| Assumptions | All key inputs centralized | No hardcoded values in calc |
| Historicals | All periods populated | 3-5 years |
| Forecast | Explicit forecast period | 3-5 years |
| Valuation | DCF, comps, football field | All methods present |
| Checks | Sum, balance, cross-ref | All checks green |
| Documentation | Methodology notes | Clear and complete |
Formula checks:
| Check | Description | Pass Criteria |
|---|---|---|
| No hardcodes | All inputs in assumptions | ✓ |
| Consistent formulas | Same formula across periods | ✓ |
| No circularity (unless intended) | Circular refs flagged | ✓ |
| Error handling | IFERROR used where needed | ✓ |
| Named ranges | Key cells named | ✓ |
| Sheet references | Cross-sheet refs work | ✓ |
| Broken links | No external links or all work | ✓ |
Common hardcodes to find:
Cross-check against source data:
| Line Item | Model | AkShare / 巨潮 | Difference | Explanation |
|---|---|---|---|---|
| 营业收入 | ||||
| 营业成本 | ||||
| 归母净利润 | ||||
| 总资产 | ||||
| 净资产 | ||||
| 经营现金流 |
Cross-check tolerance:
CAS-specific checks:
| Check | Description |
|---|---|
| Revenue net of VAT | 营业收入 not gross |
| R&D expensed | Not capitalized (unless criteria met) |
| Tax calculation | 25% / 15% rate applied correctly |
| Minority interest | Separated from parent equity |
| Government grants | Correct classification |
| 合同负债 | Recognized appropriately |
| 信用减值损失 | CAS 22 model applied |
BS checks:
| Check | Formula | Pass |
|---|---|---|
| BS balances | Assets = L + E | ✓ |
| Cash flow ties | Ending cash = Beginning + Net CF | ✓ |
| Debt schedule | Short + Long = Total debt | ✓ |
| Share count | Shares × Price = Market cap | ✓ |
| Minority interest | Correct % applied | ✓ |
Forecast quality:
| Check | Description | Pass |
|---|---|---|
| Growth reasonable | Within industry range | ✓ |
| Margins stable | No unexplained jumps | ✓ |
| Working capital | Trends with revenue | ✓ |
| CapEx | Consistent with depreciation | ✓ |
| Debt service | Can be serviced from FCF | ✓ |
| Dividend | Consistent with policy | ✓ |
Growth rate benchmarks:
| Metric | Conservative | Base | Optimistic |
|---|---|---|---|
| Revenue growth | 5-10% | 10-20% | 20-30% |
| Margin expansion | 0 ppts | 0-2 ppts | 2-5 ppts |
| Tax rate | 25% | 25% | 15% (if 高新) |
Valuation audit:
| Method | Check | Pass |
|---|---|---|
| DCF | WACC reasonable (6-10%) | ✓ |
| DCF | Terminal growth < GDP growth | ✓ |
| DCF | FCF positive in base case | ✓ |
| Comps | Peer group appropriate | ✓ |
| Comps | Multiples reasonable | ✓ |
| Football field | Min/median/max consistent | ✓ |
WACC components (China):
| Component | Typical Range |
|---|---|
| Risk-free rate (CGB 10Y) | 2.0-3.0% |
| Equity risk premium | 6-8% |
| Cost of debt | 3-6% |
| Tax rate | 25% (15% for 高新) |
Sensitivity audit:
| Check | Description |
|---|---|
| Sensitivity tables | Key variables tested |
| Scenarios | Base / Bull / Bear |
| Tornado chart | Key drivers identified |
| Monte Carlo (if used) | Assumptions reasonable |
Error checklist:
| Error | Detection | Fix |
|---|---|---|
| 收入用含税 | VAT not removed | Divide by 1.13 |
| 税率错误 | Wrong rate applied | Verify 高新 status |
| 单位错误 | 千元 vs 万元 | Standardize |
| 季度加总错误 | Q+Q ≠ Annual | Check sum |
| 增长率计算 | Wrong base period | Verify formula |
| 少数股东损益 | Missing | Add if applicable |
| 折旧年限 | Wrong | Check FA notes |
Standard audit output:
【模型审计报告】[Company] [Date]
一、结构检查
[Structure assessment]
二、公式检查
[Formula audit results]
三、历史数据核对
[Cross-check results]
四、CAS合规检查
[CAS compliance]
五、预测逻辑检查
[Forecast quality]
六、估值检查
[Valuation audit]
七、发现的问题
[List of issues with severity]
八、建议修复
[Recommended fixes]
总体评价: [Pass / Pass with conditions / Fail]
Before completing:
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