# China Client Report

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

- Repository: https://github.com/jwangkun/claude-for-financial-services-cn (881 stars)
- Category: Engineering
- 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-client-report -g -a claude-code -y`
Codex: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-client-report -g -a codex -y`
Cursor: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-client-report -g -a cursor -y`
Gemini CLI: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-client-report -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add jwangkun/claude-for-financial-services-cn`

## Description

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]".

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

# 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)

```python
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 |
|----------|--------|-----------|--------------|---------------|-------------|
| | | | | | |

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/vertical-plugins/wealth-management/skills/china-client-report/SKILL.md