jwangkun/claude-for-financial-services-cn

What it solves

This project adapts the original claude-for-financial-services for the Chinese A-share market. It provides Claude with professional financial skills and data access, allowing it to handle A-share specific formats, accounting standards (CAS), and data sources, enabling the creation of research reports, DCF models, and investment strategies tailored to the Chinese market.

How it works

It functions as a set of plugins and agents for Claude (specifically via Claude Code), providing 63 professional skills across various financial domains. It utilizes a multi-tier data source strategy to fetch real-time financial data:

• Tier-0 (Wind): High-priority paid professional data.
• Tier-1 (iFind): Secondary paid professional data.
• Tier-2 (AkShare): Free open-source data fallback.
• Tier-3 (China News): Free news and announcements.

Who it’s for

Financial professionals working with the A-share market, including equity researchers, investment bankers, private equity analysts, and wealth managers.

Highlights

• 63 Specialized Skills: Covers A-share research, investment banking, private equity, and fund administration.
• End-to-End Agents: Includes pre-configured agents for pitching, market research, earnings reviews, and financial modeling.
• Multi-Source Data Integration: Seamlessly integrates with Wind, iFind, and AkShare via MCP servers.
• Market-Specific Adaptation: Implements Chinese accounting standards and domestic brokerage report formats (e.g., CICC, CITIC).
• File Generation: Capable of generating professional .xlsx and .pptx files.