Skills

China Deck Refresh

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

Install

npx skills add jwangkun/claude-for-financial-services-cn --skill china-deck-refresh -g -a claude-code -y
Category
Documents
Updated
2mo ago
License
Apache-2.0
Context cost
Lightabout 1,489 tokens
Runs scripts
No, instructions only

What it does

Refresh and update existing A-share investment presentation decks with latest data. Adapts the original deck-refresh skill for Chinese presentations, A-share data updates, and domestic market conventions. Triggers on "更新PPT", "刷新演示", "refresh deck China", "update presentation", "更新演示文稿", or "refresh slides [company]".

china-deck-refresh

Purpose

Refresh A股投资分析PPT, update existing presentation decks with latest financial data and market information.

Data Sources

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

get_quote(ticker)                     → Latest stock price
get_financials(ticker, "income")      → Latest financials
get_index_data("000001")              → Market context
get_industry_stocks(industry="...")    → Updated peer data

Secondary Sources

  • 巨潮, latest filings
  • Wind / Choice, market data

Workflow

Step 1: Inventory Existing Deck

Deck audit:

SlideTitleData to UpdateStatus
1CoverDate, version
2Investment SummaryTarget price, rating
3Company OverviewMarket cap, shares
4Financial HighlightsLatest results
5Revenue BridgeLatest actuals
6Margin AnalysisLatest margins
7Peer ComparisonUpdated multiples
8ValuationPrice, multiples
9Risk FactorsCurrent risks
10RecommendationTarget price

Step 2: Update Financial Data

Data update checklist:

Data ItemSourceUpdate Frequency
Stock priceiFind / AkShareDaily
Market capCalculatedDaily
P/E, P/BCalculatedDaily
Revenue (LTM)iFind / AkShare / 巨潮Quarterly
Net income (LTM)iFind / AkShare / 巨潮Quarterly
MarginsCalculatedQuarterly
Peer multiplesiFind / AkShareQuarterly
Forecast estimates券商研报Quarterly

Step 3: Update Charts

Chart update priorities:

Read the whole SKILL.md on GitHub

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