# China Audit Xls

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

- Repository: https://github.com/jwangkun/claude-for-financial-services-cn (881 stars)
- Category: Documents
- License: Apache-2.0
- Last updated: 2026-09-14
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-audit-xls -g -a claude-code -y`
Codex: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-audit-xls -g -a codex -y`
Cursor: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-audit-xls -g -a cursor -y`
Gemini CLI: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-audit-xls -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add jwangkun/claude-for-financial-services-cn`

## Description

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]".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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）

```python
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:**

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/agent-plugins/china-earnings-reviewer/skills/china-audit-xls/SKILL.md