china-3-statement-mode…
Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model…
Generic PowerPoint authoring skill for A-share investment analysis and pitch decks. Creates professional 路演PPT / 投资分析PPT for any A-share company using live data from iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback) tools. All company-specific values are parameterized — never
$ npx -y skills add jwangkun/claude-for-financial-services-cn --skill china-pptx-author --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
/china-pptx-authorContext preview
The summary Claude sees to decide when to auto-load this skill.
Generic PowerPoint authoring skill for A-share investment analysis and pitch decks. Creates professional 路演PPT / 投资分析PPT for any A-share company using live data from iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback) tools. All company-specific values are parameterized — never
name: china-pptx-author description: > Generic PowerPoint authoring skill for A-share investment analysis and pitch decks. Creates professional 路演PPT / 投资分析PPT for any A-share company using live data from iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback) tools. All company-specific values are parameterized — never hardcoded. Triggers on "A股PPT制作", "投资PPT", "制作PPT", "路演PPT", "pitch deck", "PowerPoint [company/ticker]", or any request to create slides for a Chinese stock. When invoked, use the `generate_a_share_ppt` script with --company and --ticker args.
Generate professional **A股投资分析PPT** for any listed company. This skill is a generic engine — every output is driven by two parameters:
| Parameter | Example | Description | |-----------|---------|-------------| | `{{COMPANY_NAME}}` | {{COMPANY_NAME}} | Full Chinese company name (e.g., 贵州茅台) | | `{{TICKER}}` | {{TICKER}} | 6-digit A-share code (e.g., 600519) | | `{{OUTPUT_PATH}}` | ./output.pptx | Where to save the PPTX file |
All financial figures, price data, peer valuations, and company descriptions are fetched live from iFind / AkShare / public APIs. **Nothing is hardcoded.**
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# MCP tool: search_stock
search_stock(keyword="{{COMPANY_NAME}}")
# → confirms ticker, exchange (SH/SZ), full legal name# MCP tool: get_quote
get_quote(ticker="{{TICKER}}")
# → live price, PE, PB, market cap, turnover, 52-week range# MCP tool: get_financials
get_financials(ticker="{{TICKER}}", statement_type="income", period="annual")
# → annual income statement: revenue, net profit, margins, EPS, etc.
get_financials(ticker="{{TICKER}}", statement_type="balance", period="annual")
# → balance sheet: assets, liabilities, equity
get_financials(ticker="{{TICKER}}", statement_type="cashflow", period="annual")
# → cash flow statement# MCP tool: get_historical_data
get_historical_data(ticker="{{TICKER}}", frequency="weekly", start_date="{{START_DATE}}", end_date="{{END_DATE}}")
# → OHLCV price history for trend charts# MCP tool: get_industry_stocks
get_industry_stocks(industry="{{INDUSTRY_NAME}}")
# → peer companies in the same sector for comps analysis# For each peer returned by get_industry_stocks, call get_quote to get PE/PB # Focus on top 5-8 comparable companies by revenue/market cap
Use matplotlib to create: 1. **Revenue & Profit trend** — from `get_financials(income)` 2. **Margin trends** — gross margin, net margin, ROE over time 3. **Growth rates** — YoY revenue and profit growth 4. **Peer comparison** — horizontal bar chart of PE and PB vs peers 5. **Price trend** — from `get_historical_data` 6. **Valuation range** — football field based on peer PE distribution
All chart titles and labels must include `{{COMPANY_NAME}}` dynamically.
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The default deck is **12 slides**. Adjust sections based on `deck_type` parameter.
Slide 1: Cover
{{COMPANY_NAME}} ({{TICKER}}.{{EXCHANGE}})
{{REPORT_TITLE}} | {{DATE}}
机密文件 | 仅供内部参考
Slide 2: 投资摘要 (Investment Highlights)
• {{HIGHLIGHT_1}}
• {{HIGHLIGHT_2}}
• {{HIGHLIGHT_3}}
目标价: ¥{{TARGET_PRICE_LOW}} - ¥{{TARGET_PRICE_HIGH}}
评级: {{RATING}}
Slide 3: 公司概览 (Company Overview)
{{COMPANY_DESCRIPTION}}
主营业务: {{MAIN_BUSINESS}}
成立时间 | 上市板块 | 控股股东 (all from search_stock / get_quote)
Slide 4: 行业分析 (Industry Overview)
{{INDUSTRY_NAME}} — market size, trends, policy
Data from: get_industry_stocks result analysis
Slide 5: 财务分析 (Financial Summary)
[Chart: Revenue & Profit] [Chart: Margin Trends]
[Chart: Growth Rates]
All data from get_financials(income, annual)
Slide 6: 运营指标 (Operating Metrics)
Segment breakdown, KPIs (if available from financials)
Slide 7: 可比公司估值 (Trading Comparables)
[Chart: Peer PE/PB comparison]
Table: Peer | Market Cap | P/E | P/B | EV/EBITDA
Slide 8: 估值分析 (Valuation)
[Chart: Football field]
DCF / PE / PB ranges derived from peer analysis
Slide 9: 投资逻辑 (Investment Thesis)
3-5 key investment bullets derived from data analysis
Slide 10: 风险提示 (Risk Factors)
Generic risk categories, customized from industry context
Slide 11: 投资建议 (Recommendation)
评级 + 目标价 range + upside calculation
Slide 12: 免责声明 (Disclaimer)
Standard A-share research disclaimer| deck_type | Slides | Audience | Key sections | |-----------|--------|----------|--------------| | `pitch` | 12 | Clients/Investors | Full deck above | | `deep_dive` | 20-30 | Internal IC | Add: detailed financial model, sensitivity, scenario analysis | | `initiation` | 15-20 | Internal | Emphasize: company overview, industry, thesis | | `sector` | 10-15 | Internal | Emphasize: industry analysis, peer comparison | | `morning_note` | 5-8 | Internal | Condensed: key data, thesis, recommendation |
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| Element | Standard | |---------|----------| | 模板 | Corporate blue/gold theme (configurable) | | 字体 | 微软雅黑 / system default sans-serif | | 字号 | Title 24-32pt, Body 12-16pt | | 配色 | Primary: #1A3C6E (deep blue), Accent: #C8A032 (gold) | | 每页标题 | Chinese + English bilingual | | 数据来源 | Cite at bottom of each data slide | | 页码 | Bottom center | | 免责声明 | Last slide, mandatory |
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| Rule | Guideline | |------|-----------| | 每页一个主题 | One idea per slide | | 标题先行 | Clear headline at top of every slide | | 数据可视化 | Charts > tables > text | | 中文为主 | Primary language Chinese, with English subtitles | | 术语统一 | Use standard A-share terminology (see below) | | 不编造数据 | If data unavailable from API, show "N/A" or omit |
| English | Chinese | |---------|---------| | Revenue | 营业收入 | | Net income (attributable) | 归母净利润 | | Gross margin | 毛利率 | | Net margin | 净利
🇨🇳 63 个 Claude Skills,为 A 股金融从业者而生 基于 Anthropic 官方 claude-for-financial-services 深度适配国内市场,现已开源。
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