China Portfolio Monitoring

Track and report on A-share portfolio company performance for China-focused private...

Install

npx skills add jwangkun/claude-for-financial-services-cn --skill china-portfolio-monitoring -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 1,400 tokens
Runs scripts: No, instructions only

What it does

Track and report on A-share portfolio company performance for China-focused private equity funds. Monitors KPIs, financials, and strategic milestones. Adapted from the original portfolio-monitoring skill for Chinese portfolio companies. Triggers on "A股投后管理", "基金投后监控", "portfolio monitoring China", "monitor portfolio company", "投后报告", or "portfolio company review".

china-portfolio-monitoring

Purpose

Monitor A股及中国市场投资组合公司表现, financial performance, operational KPIs, strategic milestones, and risk indicators.

Data Sources

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

get_quote(ticker)                        → Stock performance
get_historical_data(ticker)              → Price trend
get_financials(ticker, "income")         → Revenue, profit
get_financials(ticker, "balance")        → Balance sheet health
get_financials(ticker, "cashflow")        → Cash generation
get_stock_info(ticker)                   → Company updates

Secondary Sources

巨潮公告, material announcements
业绩说明会, management updates
Wind / Choice, ownership, institutional data
券商研报, analyst updates

Workflow

Step 1: Define KPIs by Company

Financial KPIs (standard):

KPI	Frequency	Target / Benchmark
Revenue growth (YoY)	Quarterly	>XX%
Gross margin	Quarterly	>XX%
Net margin	Quarterly	>XX%
EBITDA	Quarterly	Growing
Net debt/EBITDA	Quarterly	<Xx
FCF	Quarterly	Positive
ROE	Quarterly / Annual	>XX%

Operational KPIs (company-specific):

Sector	Key KPIs
白酒	批价, 动销, 渠道库存, 回款
半导体	产能利用率, 出货量, 良率
新能源	装机量, 产能利用率, 技术参数
医药	研发进度, 临床数据, 集采中标
消费	门店数量, 同店增速, 库存周转
SaaS/科技	ARR, 客户数, NRR, churn

Step 2: Financial Monitoring

Quarterly review template:

【投后监控】[Company] [Q20XX] 回顾

一、财务表现
   营业收入: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
   毛利率: [XX%] (vs plan: +/-X bps)
   净利润: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
   EBITDA: [XX亿] (Margin: [XX%])
   经营现金流: [XX亿]
   资本支出: [XX亿]
   自由现金流: [XX亿]

二、资产负债表
   现金余额: [XX亿]
   有息负债: [XX亿]
   净债务: [XX亿]
   净资产: [XX亿]
   商誉: [XX亿] (% of equity: [XX%])

Read the whole SKILL.md on GitHub