China XLSX Author
Create professional Excel workbooks for A-share financial analysis.
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-xlsx-author -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Documents
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Mediumabout 1,583 tokens
- Runs scripts
- No, instructions only
What it does
Create professional Excel workbooks for A-share financial analysis. Adapts the original xlsx-author skill for Chinese financial modeling standards, CAS conventions, and A-share formatting. Triggers on "A股Excel模型", "财务模型制作", "create model China", "build model xlsx", "制作模型", or "Excel model [company]".
china-xlsx-author
Purpose
Create professional A股财务分析Excel模型, structured workbooks for Chinese equity analysis.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_financials(ticker, "income") → Income statement data
get_financials(ticker, "balance") → Balance sheet data
get_financials(ticker, "cashflow") → Cash flow data
get_quote(ticker) → Market data
Secondary Sources
- 巨潮, source filings
- 券商研报, template references
Workflow
Step 1: Workbook Structure
Standard A-share model structure:
| Sheet | Content |
|---|---|
| 封面 (Cover) | Company, date, version, disclaimer |
| 假设 (Assumptions) | All model inputs, drivers |
| 利润表 (Income) | Historical + forecast P&L |
| 资产负债表 (Balance Sheet) | Historical + forecast BS |
| 现金流量表 (Cash Flow) | Historical + forecast CF |
| 营运资本 (Working Capital) | WC analysis, assumptions |
| 估值 (Valuation) | DCF, comps, sensitivity |
| 图表 (Charts) | Key visuals |
| 检查 (Checks) | Sum checks, balances |
Step 2: Formatting Standards
Chinese financial model formatting:
| Element | Format |
|---|---|
| Headers | Bold, background color |
| Inputs | Blue font, light blue background |
| Calculations | Black font, no background |
| Hardcodes (to avoid) | Red font |
| Negative numbers | Red font or (XXX) |
| Percentage | % format, 1 decimal |
| Currency | ¥ or 万元 |
| Dates | YYYY-MM-DD or YYYY年MM月 |
Color coding:
蓝色 = 输入 (Inputs)
黑色 = 公式 (Calculations)
红色 = 警告 (Warnings / hardcodes)
绿色 = 链接 (Links)
灰色 = 标签 (Labels)
Step 3: Income Statement Layout
Standard P&L format (CAS):
