Menu
Skills dans ce dépôt
SkillsMP a collecté 64 skills depuis jwangkun/claude-for-financial-services-cn. Ouvrez un skill pour examiner sa source et ses détails.
jwangkun/claude-for-financial-services-cnAffichage de 24 skills collectés sur 64.
Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment strategies. Adapted from the original deal-sourcing skill for Chinese market structure, data sources, and business practices. Triggers on…
Langue du texte source : anglais
IRR and MOIC analysis for China-focused private equity and investment funds. Adapted from the original returns-analysis skill for RMB/USD fund structures, China market conventions, and Chinese portfolio companies. Triggers on "A股基金回报", "IRR分析", "returns…
Langue du texte source : anglais
Unit economics analysis for China-focused portfolio companies. Adapted from the original unit-economics skill for Chinese business models, pricing, and market dynamics. Triggers on "A股单位经济模型", "单元经济模型", "unit economics China", "unit economics [company]",…
Langue du texte source : anglais
Draft investment proposals for Chinese wealth management clients. Creates structured proposals with investment rationale, product recommendations, and risk disclosures. Adapted from the original investment-proposal skill for A-share products and Chinese…
Langue du texte source : chinois
Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening…
Langue du texte source : anglais
Refresh and update existing A-share investment presentation decks with latest data. Adapts the original deck-refresh skill for Chinese presentations, A-share data updates, and domestic market conventions. Triggers on "更新PPT", "刷新演示", "refresh deck China",…
Langue du texte source : anglais
Post-earnings quarterly update reports for A-share companies under coverage. Analyzes 业绩快报/正式财报, generates variance tables (actual vs 一致预期 vs prior), flags key drivers, and drafts structured earnings notes in Chinese sell-side format. Use instead of the…
Langue du texte source : chinois
Pre-earnings analysis for A-share stocks. Builds scenario frameworks (actual vs consensus, beat/miss cases), identifies key metrics to watch, and prepares positioning notes before Chinese companies report quarterly results. Use instead of the original…
Langue du texte source : anglais
Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib-check-deck skill for Chinese market standards, CAS financials, and domestic IB conventions. Triggers on "投行deck检查", "IB deck QC", "check…
Langue du texte source : anglais
Institutional-quality equity research initiation reports for A-share companies. Covers company analysis, financial modeling, valuation, chart preparation, and final report assembly. Adapted from the original initiating-coverage skill for Chinese market…
Langue du texte source : anglais
Leveraged buyout model for A-share and China-market LBO scenarios. Adapts the standard LBO-model methodology for Chinese debt markets, CAS accounting, and AkShare data. Use instead of the original lbo-model skill when analyzing leveraged buyouts involving…
Langue du texte source : anglais
Update A-share financial models with new quarterly data, management guidance, or macro changes. Reflects actuals, rolls estimates forward, flags material changes, and updates valuation. Adapted from the original model-update skill for Chinese market…
Langue du texte source : anglais
Comprehensive A-share sector and industry landscape reports — market size, competitive positioning, policy environment, key A-share players, trading multiples, and thematic trends. Adapted from the original sector-overview skill for Chinese market structure…
Langue du texte source : anglais
Maintain and update investment theses for A-share portfolio positions and watchlist names. Track key data points, catalysts, milestones, and thesis validity over time. Adapted from the original thesis-tracker skill for Chinese market conventions. Triggers on…
Langue du texte source : anglais
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",…
Langue du texte source : anglais
Investment Committee memo drafting for China-focused PE/IB deals. Adapted from the original ic-memo skill for Chinese market context, terminology, and decision frameworks. Triggers on "A股投委会", "IC Memo", "investment memo China", "投委会材料", "IC memo A-share", or…
Langue du texte source : anglais
Track and report on A-share portfolio company performance for China-focused private equity funds. Monitors KPIs, financials, and strategic milestones. Adapted from the original portfolio-monitoring skill for Chinese portfolio companies. Triggers on "A股投后管理",…
Langue du texte source : anglais
Post-close value creation plans for China-focused portfolio companies. Adapted from the original value-creation-plan skill for Chinese business context, management practices, and market dynamics. Triggers on "A股投后增值", "价值提升计划", "value creation plan China",…
Langue du texte source : anglais
Generate client-facing performance reports for Chinese wealth management clients. Adapted from the original client-report skill for A-share portfolios, Chinese regulatory requirements, and local reporting conventions. Triggers on "A股客户报告", "客户持仓报告", "client…
Langue du texte source : anglais
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",…
Langue du texte source : anglais
Create financial plans for Chinese wealth management clients covering retirement, education, estate, and cash-flow planning. Adapted from the original financial-plan skill for Chinese tax rules, social security, and local financial products. Triggers on…
Langue du texte source : anglais
Portfolio rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalancing trades, and optimizes for tax efficiency. Adapted from the original portfolio-rebalance skill for Chinese portfolios. Triggers on…
Langue du texte source : anglais
Discounted cash flow (DCF) valuation model for A-share equities. This alias skill redirects to china-dcf, which provides comprehensive DCF modeling adapted for Chinese market conventions. Triggers on "A股DCF模型", "DCF估值", "DCF model China", "现金流折现", "discounted…
Langue du texte source : anglais
Due diligence checklists for A-share investments and M&A transactions. Adapted from the original dd-checklist skill for Chinese market due diligence requirements, regulatory filings, and business practices. Triggers on "A股尽调清单", "尽调清单", "due diligence China",…
Langue du texte source : anglais