# China Portfolio Monitoring

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

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

## Description

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".

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

# 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)

```python
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%])

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/vertical-plugins/private-equity/skills/china-portfolio-monitoring/SKILL.md