From investment-banking
Builds professional A-share investment banking data packs (M&A due diligence, IC materials, company profiles) using Chinese data sources (AkShare, 巨潮, exchange filings) and CAS accounting standards.
How this skill is triggered — by the user, by Claude, or both
Slash command
/investment-banking:china-datapack-builderThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Build professional **A股投行数据包 (Data Pack)** for investment banking workflows — M&A due diligence, IC review, deal execution.
Build professional A股投行数据包 (Data Pack) for investment banking workflows — M&A due diligence, IC review, deal execution.
get_financials(ticker, "income", "annual") → P&L history
get_financials(ticker, "balance", "annual") → Balance sheet
get_financials(ticker, "cashflow", "annual") → Cash flow
get_quote(ticker) → Current valuation
get_historical_data(ticker) → Trading history
get_industry_stocks(industry="...") → Peer comparison
get_stock_info(ticker) → Company profile
Data pack types:
| Pack Type | Purpose | Typical Content |
|---|---|---|
| Company overview | Initial target screening | Financials, profile, peers |
| Due diligence | Pre-deal deep dive | 3-statement, quality of earnings, debt |
| IC preparation | Investment committee | Executive summary, model, risks |
| M&A comps | Comparable transactions | Precedent deals, trading comps |
| Sector deep dive | Market context | Industry overview, competitive map |
Financial data collection:
# 3-5 years historicals
for year in range(2020, 2025):
get_financials(ticker, "income", "annual")
get_financials(ticker, "balance", "annual")
get_financials(ticker, "cashflow", "annual")
Corporate information:
Market data:
Data normalization standards:
Standard data pack sections:
Recommended tabs:
| Tab | Content |
|---|---|
| 封面 (Cover) | Pack title, date, confidentiality |
| 摘要 (Summary) | Key data points, valuation |
| 利润表 (Income Statement) | Historical + projected |
| 资产负债表 (Balance Sheet) | Historical + projected |
| 现金流量表 (Cash Flow) | Historical + projected |
| 财务指标 (Key Metrics) | Ratios, growth rates |
| 可比公司 (Comparable Cos) | Peer analysis |
| 估值 (Valuation) | DCF, multiples, football field |
| 运营数据 (Operating Data) | Volume, capacity, etc. |
| 公司治理 (Governance) | Ownership, management, related party |
| 风险 (Risks) | Risk factor analysis |
Data integrity:
Formatting:
Completeness:
| Filing | Frequency | Source | Key Data |
|---|---|---|---|
| 年报 (Annual report) | Annual | 巨潮 | Full financials, MD&A, risks |
| 中报 (Semi-annual) | Semi-annual | 巨潮 | Condensed financials |
| 季报 (Quarterly) | Quarterly | 巨潮 | Condensed financials |
| 业绩预告 | As required | 巨潮 | Directional guidance |
| 重大事项公告 | Ad-hoc | 巨潮 | M&A, contracts, etc. |
| Issue | Solution |
|---|---|
| 千元 vs 元 units | Check 财务报表附注 for units |
| 合并 vs 母公司报表 | Use 合并报表 for group analysis |
| 非经常性损益 | Flag and normalize |
| 政府补助 | Identify and separate |
| 关联交易占比高 | Flag for due diligence |
| Industry | Special Data Needs |
|---|---|
| 白酒 | 批价数据, 渠道库存, 经销商数量 |
| 半导体 | 产能数据, 晶圆出货, 客户结构 |
| 新能源 | 装机量, 产能, 技术参数 |
| 医药 | 管线数据, 临床进展, 集采中标 |
| 房地产 | 可售资源, 去化率, 土储 |
Before delivering:
Provides UI/UX resources: 50+ styles, color palettes, font pairings, guidelines, charts for web/mobile across React, Next.js, Vue, Svelte, Tailwind, React Native, Flutter. Aids planning, building, reviewing interfaces.
Fetches up-to-date documentation from Context7 for libraries and frameworks like React, Next.js, Prisma. Use for setup questions, API references, and code examples.
npx claudepluginhub jwangkun/claude-for-financial-services-cn --plugin investment-banking