China Client Report

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

Install

npx skills add jwangkun/claude-for-financial-services-cn --skill china-client-report -g -a claude-code -y

Press to copy:C Claude CodeX CodexU CursorA Ask your agent

Repository: jwangkun/claude-for-financial-services-cn881
Category: Engineering
Updated: 2mo ago
License: Apache-2.0
Context cost: Lightabout 1,104 tokens
Runs scripts: No, instructions only

What it does

Generate client-facing performance reports for Chinese wealth management clients. Adapted from the original client-report skill for A-share portfolios, Chinese regulatory requirements, and local reporting conventions. Triggers on "A股客户报告", "客户持仓报告", "client report China", "wealth report A-share", "客户业绩报告", or "portfolio report for [client]".

china-client-report

Purpose

Create professional A股财富管理客户报告, performance reports for Chinese wealth management clients.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_index_data("000001")              → 上证指数 benchmark
get_index_data("399006")              → 创业板指 benchmark
get_index_data("000300")              → 沪深300 benchmark
get_quote(ticker)                     → Individual security performance
get_fund_data(fund_code)              → Fund performance

Secondary Sources

基金公司, fund data
Wind / Choice, comprehensive market data
晨星中国, fund ratings

Workflow

Step 1: Portfolio Snapshot

Client portfolio summary:

Metric	Value	Change
Total AUM (总资产)	¥XX.X万	±X%
Market value	¥XX.X万	±X%
Cash position	¥XX.X万
YTD return	X.XX%
Since inception	X.XX% (annualized)
Benchmark (沪深300)	X.XX%

Step 2: Performance Attribution

Performance by asset class:

Asset Class	Allocation	Market Value	Period Return	Contribution
A股股票	XX%	¥XX	X.XX%	X.XX%
基金	XX%	¥XX	X.XX%	X.XX%
债券	XX%	¥XX	X.XX%	X.XX%
现金/理财	XX%	¥XX	X.XX%	X.XX%
Total	100%		X.XX%

Performance by sector:

Sector	Allocation	Return	Contribution
消费	XX%	X.XX%	X.XX%
科技	XX%	X.XX%	X.XX%
医药	XX%	X.XX%	X.XX%
金融	XX%	X.XX%	X.XX%
新能源	XX%	X.XX%	X.XX%
其他	XX%	X.XX%	X.XX%

Step 3: Holdings Review

Top positions:

Security	Ticker	Allocation	Market Value	Period Return	vs Benchmark

Read the whole SKILL.md on GitHub