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Skill424 repo starsupdated 3d ago

china-skill-creator

The china-skill-creator meta-skill scaffolds new China-specific financial plugins by providing naming conventions, directory structures, and frontmatter templates that integrate with iFind MCP and AkShare data sources while adhering to CAS accounting standards. Use this skill when building new china-* skills from scratch, adapting existing plugins to the Chinese market, or extending the china/ directory to maintain consistency across the financial services ecosystem.

Install in Claude Code
Copy
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn /tmp/china-skill-creator && cp -r /tmp/china-skill-creator/agent-plugins/china-market-researcher/skills/china-skill-creator ~/.claude/skills/china-skill-creator
Then start a new Claude Code session; the skill loads automatically.

SKILL.md

# china-skill-creator

## Purpose

Create new **china-* skills** — scaffold and template new skills for the China financial services plugin ecosystem.

## When to Use

Use this skill when:
- Creating a new china-* skill from scratch
- Adapting an existing plugins/ skill to China context
- Extending the china/ directory with new capabilities
- Ensuring consistency with existing china-* skill patterns

## Skill Creation Pattern

### Step 1: Choose Vertical

**Vertical mapping:**

| Original Vertical | China Vertical | Path |
|-------------------|----------------|------|
| `financial-analysis/` | `china-finance/` | `china/vertical-plugins/china-finance/skills/` |
| `equity-research/` | `china-finance/` | `china/vertical-plugins/china-finance/skills/` |
| `investment-banking/` | `investment-banking/` | `china/vertical-plugins/investment-banking/skills/` |
| `private-equity/` | `private-equity/` | `china/vertical-plugins/private-equity/skills/` |
| `wealth-management/` | `wealth-management/` | `china/vertical-plugins/wealth-management/skills/` |
| `fund-admin/` | `fund-admin/` | `china/vertical-plugins/fund-admin/skills/` |
| `operations/` | `operations/` | `china/vertical-plugins/operations/skills/` |

### Step 2: Name Convention

**Naming rules:**
- All China skills prefix: `china-`
- Mirror original skill name: `china-[original-name]`
- Lowercase with hyphens: `china-3-statement-model`
- Directory matches skill name

**Examples:**
| Original | China Version |
|----------|--------------|
| `comps-analysis` | `china-comps-analysis` |
| `earnings-analysis` | `china-earnings-analysis` |
| `client-report` | `china-client-report` |

### Step 3: Frontmatter Template

**Required frontmatter:**

```yaml
---
name: china-[skill-name]
description: [Chinese + English description]. Triggers on "A股[keywords]", "[Chinese keywords]", "[English keywords]", or "[example usage]".
---
```

**Frontmatter rules:**
- `name`: lowercase with hyphens, prefixed `china-`
- `description`: Include Chinese trigger words and English fallback
- Must include `---` delimiters

### Step 4: SKILL.md Structure Template

**Standard structure:**

```markdown
---
name: china-[skill-name]
description: [description with triggers]
---

# china-[skill-name]

## Purpose

[One-line description in Chinese + English]

## Data Sources

### Tier 0 — 万得 Wind(最全面付费数据)
- 覆盖:A股/港美股/基金/指数/债券/宏观/研报/分析(44个工具)
- MCP 服务:`wind-mcp`(需 `WIND_API_KEY` 密钥,以 `ak_` 开头)
- 优势:全市场覆盖面最广、数据最全面、包含研报和量化分析
- 密钥申请:https://aifinmarket.wind.com.cn/#/home

### Tier 1 — 同花顺 iFind(付费精确数据) / AkShare(Tier-2 免费备选)

\```python
get_quote(ticker)                     → [what it returns]
get_financials(ticker, "income")      → [what it returns]
\```

### Secondary Sources
- 巨潮 — [usage]
- 上交所/深交所 — [usage]
- Wind / Choice — [usage]

## Workflow

### Step 1: [Step Name]

[Content]

### Step 2: [Step Name]

[Content]

[... more steps ...]

## China-Specific Considerations

### [Topic]

[China-specific guidance]

## Quality Checks

Before delivering:
- [ ] [Check 1]
- [ ] [Check 2]
- [ ] [Check 3]
```

### Step 5: China Adaptation Checklist

When adapting from original skill:

| Adaptation Area | China-Specific Changes |
|----------------|----------------------|
| Data sources | Replace Western sources with iFind/AkShare/巨潮/同花顺 |
| Accounting | US GAAP → CAS |
| Tax | US tax → 25% China corporate tax |
| Currency | USD → CNY (¥) |
| Units | $M → 万元 / 亿元 |
| Terminology | English → Chinese (归母净利润, etc.) |
| Market | US markets → A-share (主板/创业板/科创板) |
| Regulations | SEC → CSRC / 证监会 |
| Industry | US sectors → 东方财富 categories |
| Reporting | 10-K/Q → 年报/季报 |

### Step 6: Required Sections

Every china-* SKILL.md must include:

| Section | Required? | Content |
|---------|-----------|---------|
| `name` | ✓ | Frontmatter, `china-` prefix |
| `description` | ✓ | Chinese + English, triggers |
| `## Purpose` | ✓ | One-line description |
| `## Data Sources` | ✓ | iFind MCP (primary) + AkShare (fallback) |
| `## Workflow` | ✓ | Step-by-step process |
| `## China-Specific Considerations` | ✓ | China adaptations |
| `## Quality Checks` | ✓ | Pre-delivery checklist |

### Step 7: Data Source Tool Reference (iFind + AkShare)

**Commonly used tools:**

```python
# Market data
get_quote(ticker)                    → Current quote
get_historical_data(ticker)          → Historical prices
get_index_data(index_code)           → Index data
get_market_overview()                → Market summary

# Financials
get_financials(ticker, "income")     → Income statement
get_financials(ticker, "balance")    → Balance sheet
get_financials(ticker, "cashflow")   → Cash flow

# Industry & peers
get_industry_stocks(industry="...")   → Industry peers
get_stock_info(ticker)               → Company info

# Funds
get_fund_data(fund_code)             → Fund data

# News (china-news MCP — separate server)
get_stock_news(ticker="{{TICKER}}")         → Individual stock news
get_market_headlines(top_n=20)              → Market headlines
```

### Step 8: Common Patterns

**CAS Accounting terms to use:**
- 营业收入 (Revenue, net of VAT)
- 营业成本 (COGS)
- 归母净利润 (Net income to parent)
- 扣非净利润 (Non-GAAP net income)
- 经营现金流 (Operating CF)
- 资本支出 (CapEx)
- EPS (每股收益)
- ROE (净资产收益率)
- 毛利率 (Gross margin)
- 净利率 (Net margin)

**A-share conventions:**
- Stock codes: 6-digit (e.g., "600519", "000001")
- No exchange prefix
- 主板/创业板/科创板/北交所
- 涨跌停: ±10% (±20% for 创业板/科创板)
- 千元 / 万元 / 亿元 units

**Tax conventions:**
- Corporate tax: 25% (15% for 高新技术企业)
- VAT: 13% (standard), excluded from revenue
- Stamp duty: 0.05% on seller
- Dividend tax: 20% (10% for >1 year holding)

### Step 9: Forbidden Patterns

**Never use in china-* skills:**

Western data sources, indices, and filing systems must be replaced with China-native equivalents (iFind / AkShare / 巨潮 / 上交所 / 深交所 / 中证指数 / 东方财富 / 企查查 / 晨星中国). The `check-china.py` validation script enforces this — any skill containing these patterns will fail validation.

See the "China Adaptation Checklist" (
china-3-statement-modelSkill

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.

china-accrual-scheduleSkill

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]".

china-audit-xlsSkill

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]".

china-break-traceSkill

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".

china-catalyst-calendarSkill

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]".

china-clean-data-xlsSkill

Clean and normalize A-share financial data for modeling. Adapts the original clean-data-xls skill for Chinese financial statements, CAS conventions, and A-share data formats. Triggers on "A股数据清洗", "财务数据清洗", "clean financial data China", "数据清洗", or "normalize financial statements".

china-comps-analysisSkill

Comparable company analysis for A-share equities. Adapts the original comps-analysis skill for Chinese market data sources, A-share trading multiples, and domestic peer selection. Triggers on "A股可比公司", "可比分析", "comps China", "peer comparison A-share", "可比公司分析", or "trading comps [industry]".

china-compsSkill

Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector.