China Audit Xls
Audit financial models and Excel workbooks for A-share analysis.
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-audit-xls -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Documents
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Mediumabout 1,526 tokens
- Runs scripts
- No, instructions only
What it does
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-audit-xls
Purpose
Audit A股财务模型, comprehensive quality checks for Chinese equity financial models.
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 MCP（Tier-2 免费备选）
get_financials(ticker, "income") → Actuals for cross-check
get_financials(ticker, "balance") → BS for cross-check
get_financials(ticker, "cashflow") → CF for cross-check
get_quote(ticker) → Market data
Secondary Sources
- 巨潮, source financials
- 审计报告, reference data
Workflow
Step 1: Structural Audit
Model structure checklist:
| Area | Check | Pass Criteria |
|---|---|---|
| Cover page | Company, date, version | Present and accurate |
| Assumptions | All key inputs centralized | No hardcoded values in calc |
| Historicals | All periods populated | 3-5 years |
| Forecast | Explicit forecast period | 3-5 years |
| Valuation | DCF, comps, football field | All methods present |
| Checks | Sum, balance, cross-ref | All checks green |
| Documentation | Methodology notes | Clear and complete |
Step 2: Formula Audit
Formula checks:
| Check | Description | Pass Criteria |
|---|---|---|
| No hardcodes | All inputs in assumptions | ✓ |
| Consistent formulas | Same formula across periods | ✓ |
| No circularity (unless intended) | Circular refs flagged | ✓ |
| Error handling | IFERROR used where needed | ✓ |
| Named ranges | Key cells named | ✓ |
| Sheet references | Cross-sheet refs work | ✓ |
| Broken links | No external links or all work | ✓ |
Common hardcodes to find:
- Growth rates embedded in formulas
- Multiples typed into cells
- Shares outstanding hardcoded
- Tax rates not in assumptions
Step 3: Historicals Cross-Check
Cross-check against source data:
