claude-for-financial-services-cn

Three-statement financial model for A-share stocks.

jwangkun/claude-for-financial-services-cn881

Audit financial models and Excel workbooks for A-share analysis.

jwangkun/claude-for-financial-services-cn881

Forensic financial analysis for A-share fund holdings and portfolio companies.

jwangkun/claude-for-financial-services-cn881

Track upcoming catalysts for A-share coverage universe, earnings dates, regulatory...

jwangkun/claude-for-financial-services-cn881

Clean and normalize A-share financial data for modeling.

jwangkun/claude-for-financial-services-cn881

Generate client-facing performance reports for Chinese wealth management clients.

jwangkun/claude-for-financial-services-cn881

Comparable company analysis for A-share stocks.

jwangkun/claude-for-financial-services-cn881

Comparable company analysis for A-share equities.

jwangkun/claude-for-financial-services-cn881

Discounted cash flow (DCF) valuation model for A-share equities.

jwangkun/claude-for-financial-services-cn881

Due diligence checklists for A-share investments and M&A transactions.

jwangkun/claude-for-financial-services-cn881

Prepare management meeting materials and question lists for A-share investment due...

jwangkun/claude-for-financial-services-cn881

Screen and evaluate A-share investment opportunities.

jwangkun/claude-for-financial-services-cn881

Discover and evaluate potential A-share investment opportunities for China-focused...

jwangkun/claude-for-financial-services-cn881

Refresh and update existing A-share investment presentation decks with latest data.

jwangkun/claude-for-financial-services-cn881

Post-earnings quarterly update reports for A-share companies under coverage.

jwangkun/claude-for-financial-services-cn881

Pre-earnings analysis for A-share stocks.

jwangkun/claude-for-financial-services-cn881

General ledger reconciliation for A-share fund administration.

jwangkun/claude-for-financial-services-cn881

Quality check investment banking pitch decks for A-share M&A and capital raising...

jwangkun/claude-for-financial-services-cn881

Investment Committee memo drafting for China-focused PE/IB deals.

jwangkun/claude-for-financial-services-cn881

Systematic stock screening and investment idea sourcing for A-share markets.

jwangkun/claude-for-financial-services-cn881

Query A-share and Chinese financial market data via multiple data sources.

jwangkun/claude-for-financial-services-cn881

Update A-share financial models with new quarterly data, management guidance, or macro...

jwangkun/claude-for-financial-services-cn881

Daily morning research note for A-share markets.

jwangkun/claude-for-financial-services-cn881

Track and report on A-share portfolio company performance for China-focused private...

jwangkun/claude-for-financial-services-cn881

Portfolio rebalancing analysis for A-share wealth management portfolios.

jwangkun/claude-for-financial-services-cn881

Generic PowerPoint authoring skill for A-share investment analysis and pitch decks.

jwangkun/claude-for-financial-services-cn881

Roll forward fund accounting records for new reporting periods.

jwangkun/claude-for-financial-services-cn881

Comprehensive A-share sector and industry landscape reports, market size, competitive...

jwangkun/claude-for-financial-services-cn881

Create new China-specific financial skills following the established patterns and...

jwangkun/claude-for-financial-services-cn881

Create one-page company profile slides (strip profiles) for A-share targets in pitch...

jwangkun/claude-for-financial-services-cn881

Write variance commentary for A-share fund performance and portfolio changes.

jwangkun/claude-for-financial-services-cn881

Create professional Excel workbooks for A-share financial analysis.

jwangkun/claude-for-financial-services-cn881