# China XLSX Author

Create professional Excel workbooks for A-share financial analysis.

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

## Description

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]".

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

# 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)

```python
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):**

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/agent-plugins/china-earnings-reviewer/skills/china-xlsx-author/SKILL.md