china-deck-refresh
China-Deck-Refresh updates A-share investment presentation decks with the latest financial data, stock prices, and market information sourced from iFind or AkShare APIs. Use this skill when Chinese equity presentations require refreshing with current quarterly results, market multiples, peer comparisons, valuation metrics, and company fundamentals to maintain accuracy for investor communications.
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn /tmp/china-deck-refresh && cp -r /tmp/china-deck-refresh/agent-plugins/china-model-builder/skills/china-deck-refresh ~/.claude/skills/china-deck-refreshSKILL.md
# china-deck-refresh
## Purpose
Refresh **A股投资分析PPT** — update existing presentation decks with latest financial data and market information.
## Data Sources
### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
```python
get_quote(ticker) → Latest stock price
get_financials(ticker, "income") → Latest financials
get_index_data("000001") → Market context
get_industry_stocks(industry="...") → Updated peer data
```
### Secondary Sources
- 巨潮 — latest filings
- Wind / Choice — market data
## Workflow
### Step 1: Inventory Existing Deck
**Deck audit:**
| Slide | Title | Data to Update | Status |
|-------|-------|---------------|--------|
| 1 | Cover | Date, version | |
| 2 | Investment Summary | Target price, rating | |
| 3 | Company Overview | Market cap, shares | |
| 4 | Financial Highlights | Latest results | |
| 5 | Revenue Bridge | Latest actuals | |
| 6 | Margin Analysis | Latest margins | |
| 7 | Peer Comparison | Updated multiples | |
| 8 | Valuation | Price, multiples | |
| 9 | Risk Factors | Current risks | |
| 10 | Recommendation | Target price | |
### Step 2: Update Financial Data
**Data update checklist:**
| Data Item | Source | Update Frequency |
|-----------|--------|-----------------|
| Stock price | iFind / AkShare | Daily |
| Market cap | Calculated | Daily |
| P/E, P/B | Calculated | Daily |
| Revenue (LTM) | iFind / AkShare / 巨潮 | Quarterly |
| Net income (LTM) | iFind / AkShare / 巨潮 | Quarterly |
| Margins | Calculated | Quarterly |
| Peer multiples | iFind / AkShare | Quarterly |
| Forecast estimates | 券商研报 | Quarterly |
### Step 3: Update Charts
**Chart update priorities:**
| Priority | Chart | Update Trigger |
|----------|-------|----------------|
| 1 | Stock price chart | Always |
| 2 | Revenue/profit | New quarterly results |
| 3 | Margin trends | New quarterly results |
| 4 | Peer comparison | New quarterly results |
| 5 | Valuation | Daily / new results |
| 6 | Financial trends | New annual results |
**Chart update steps:**
1. Identify linked Excel data sources
2. Update source data
3. Refresh chart (right-click → refresh)
4. Verify chart accuracy
5. Update chart date if needed
### Step 4: Update Text Content
**Text update checklist:**
| Element | Update |
|---------|--------|
| 日期 | Current date |
| 版本号 | Increment version |
| 股价 | Latest closing price |
| 市值 | Latest market cap |
| 目标价 | If changed |
| 评级 | If changed |
| 财务数据 | Latest actuals |
| 一致预期 | Updated consensus |
| 行业数据 | Latest industry reports |
| 新闻/事件 | Recent developments |
### Step 5: Maintain Consistency
**Consistency checks:**
| Check | Description |
|-------|-------------|
| 数据一致性 | Same numbers across all slides |
| 日期一致性 | All dates current |
| 评级一致性 | Rating consistent throughout |
| 目标价一致性 | Target price matches valuation slide |
| 图表一致性 | Same color scheme, labeling |
### Step 6: Version Control
**Version tracking:**
| Version | Date | Changes | Author |
|---------|------|---------|--------|
| v1.0 | | Initial | |
| v1.1 | | Updated financials | |
| v1.2 | | New earnings | |
| v2.0 | | Major refresh | |
**File naming:**
```
[Ticker]_[Company]_[ReportType]_v[X.X]_[YYYYMMDD].pptx
Example: {{TICKER}}_{{COMPANY_NAME}}_{{REPORT_TITLE}}_v2.1_20240605.pptx
```
### Step 7: Quality Assurance
**QA checklist:**
| Check | Pass Criteria |
|-------|--------------|
| All data current | Latest available |
| No broken charts | All charts display |
| Consistent numbers | Cross-slide verification |
| No typos | Spell check |
| Formatting intact | Design unchanged |
| Links working | All links functional |
| File size reasonable | Not bloated |
### Step 8: Distribution
**Distribution preparation:**
| Item | Action |
|------|--------|
| File format | Save as .pptx (editable) + .pdf (distribution) |
| File size | Compress if >50MB |
| Naming | Follow convention |
| Version note | Brief change summary |
| Distribution list | Email / shared drive |
## Common Update Scenarios
### Scenario 1: Quarterly Earnings Update
| Action | Detail |
|--------|--------|
| Update P&L | Add latest quarter actuals |
| Update BS | Add latest quarter BS |
| Update CF | Add latest quarter CF |
| Update charts | Refresh financial charts |
| Update commentary | Reflect latest results |
| Update target price | If changed |
| Version bump | vX.X → vX.X+1 |
### Scenario 2: Daily/Weekly Market Update
| Action | Detail |
|--------|--------|
| Update price | Latest closing price |
| Update market cap | Recalculate |
| Update multiples | Recalculate P/E, P/B |
| Update price chart | Add recent data |
| Version bump | Minor version |
### Scenario 3: Full Refresh (Semi-annual)
| Action | Detail |
|--------|--------|
| All financials | Full year actuals + new forecasts |
| All charts | Complete refresh |
| Peer set | Update peer group |
| Valuation | Full revaluation |
| All commentary | Comprehensive update |
| Version bump | Major version |
## China-Specific Considerations
### A-share Update Frequency
| Update Type | Frequency | Trigger |
|-------------|-----------|---------|
| 盘中更新 | Daily | Market movement |
| 盘后更新 | Daily | Close of trading |
| 业绩更新 | Quarterly | Earnings release |
| 深度更新 | Semi-annual | Full refresh |
### Common Issues
| Issue | Solution |
|-------|----------|
| 图表链接断开 | Re-link data source |
| 字体缺失 | Embed fonts or use standard fonts |
| 版本混乱 | Clear version control |
| 数据不一致 | Cross-slide verification |
## Quality Checks
Before distributing:
- [ ] All data updated
- [ ] All charts refreshed
- [ ] Consistency verified
- [ ] No broken links
- [ ] QA complete
- [ ] Version noted
- [ ] File formats correct
> **Data Source Mode Switch**: Set env var `IFIND_DATA_SOURCE_MODE` to control data source preference.
> - `ifind-only` (strict): Use iFind only, error if unavailable
> - `ifind-fallback` (default): iFind preferred, fallback to AkShare
> - `akshare-only`: Skip iFind, use AkShare onlyThree-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.
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]".
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]".
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".
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]".
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".
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]".
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.