china-client-review

Prepare for Chinese wealth management client meetings with performance summaries, talking points, and relationship context. Adapted from the original client-review skill for A-share portfolios and Chinese client conventions. Triggers on "A股客户回顾", "客户会议准备", "client review China", "wealth client review", "客户回访准备", or "prepare for client meeting [client]".

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Repository: jwangkun/claude-for-financial-services-cn
Last source activity: June 9, 2026 at 10:40
Detected SKILL.md language: English
Stars: 727
Forks: 118

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china-accrual-schedule

Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing for fund accounting. Adapted from the original accrual-schedule skill for fund accounting standards. Triggers on "基金应计项目", "应计计提基金", "accrual schedule fund", "NAV accruals", or "accruals [fund]".

2026-06-09

china-break-trace

Forensic financial analysis for A-share fund holdings and portfolio companies. Adapts the original break-trace skill for fund administration context and Chinese market standards. Triggers on "基金持仓核查", "持仓异常", "forensic fund analysis China", "持仓质量分析", or "investigate [fund] holdings".

2026-06-09

china-gl-recon

General ledger reconciliation for A-share fund administration. Tracks fund accounting reconciliations including securities, cash, income, and expense accruals. Adapted from the original gl-recon skill for fund accounting standards. Triggers on "基金总账核对", "基金科目核对", "GL reconciliation fund", "fund accounting recon", or "reconcile [fund] books".

2026-06-09

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Attribute	Detail
客户名称
风险等级	C1-C5 (conservative to aggressive)
投资目标	保值 / 增值 / 养老 / 教育 / 传承
投资期限	Short / Medium / Long term
流动性需求	High / Medium / Low
特殊需求	税务优化, 慈善, 家族信托

Metric	YTD	1Y	3Y	Since Inception
Portfolio return	X.XX%	X.XX%	X.XX%	X.XX%
Benchmark (沪深300)	X.XX%	X.XX%	X.XX%	X.XX%
Active return	X.XX%	X.XX%	X.XX%	X.XX%
Best period
Worst period

Driver	Contribution
Security selection	X.XX%
Sector allocation	X.XX%
Cash/bond yield	X.XX%
Fees	X.XX%
Total	X.XX%

Asset Class	Allocation	Benchmark	Active
A股权益	XX%	XX%	±X%
基金	XX%	XX%	±X%
债券/理财	XX%	XX%	±X%
现金	XX%	XX%	±X%

Action	Security	Reason	Date
Buy
Sell
Rebalance

china-client-review

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