claude

fscn-wealth-management

FEDERATED - the claims inside are not verified by this repo. China port of Anthropic's financial-services suite, wealth-management plugin: financial plans, investment proposals, client reports and reviews, portfolio rebalancing for onshore investors. Produces a proposed trade list only - no broker credentials, no orders. Installs disabled.

1 on GitHubby Anthropic FSI Chinav0.1.0Apache-2.0updated 1 month agofederated
/

Plugin fscn-wealth-management from marketplace fin-skills in howard-lynn-ye/fin-skills. Commands read from the repo's manifest — 1 month ago.

This plugin runs code on your machine — it starts local MCP servers. The exact commands are listed below; read them before installing.

What it installs

Skills (5)

  • china-client-report

    Generate client-facing performance reports for Chinese wealth management clients. Adapted from the original client-report skill for A-share portfolios, Chinese regulatory requirements, and local reporting conventions. Triggers on "A股客户报告", "客户持仓报告", "client report China", "wealth report A-share", "客

  • china-client-review

    Prepare for Chinese wealth management client meetings with performance summaries, talking points, and relationship context. Adapted from the original client-review skill for A-share portfolios and Chinese client conventions. Triggers on "A股客户回顾", "客户会议准备", "client review China", "wealth client revie

  • china-financial-plan

    Create financial plans for Chinese wealth management clients covering retirement, education, estate, and cash-flow planning. Adapted from the original financial-plan skill for Chinese tax rules, social security, and local financial products. Triggers on "A股财务规划", "理财规划", "financial plan China", "ret

  • china-investment-proposal

    Draft investment proposals for Chinese wealth management clients. Creates structured proposals with investment rationale, product recommendations, and risk disclosures. Adapted from the original investment-proposal skill for A-share products and Chinese regulatory requirements. Triggers on "A股投资建议书"

  • china-portfolio-rebalance

    Portfolio rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalancing trades, and optimizes for tax efficiency. Adapted from the original portfolio-rebalance skill for Chinese portfolios. Triggers on "A股组合再平衡", "调仓", "rebalance China", "portfolio r

MCP servers (4)

  • akshare

    runs: python3 ../../mcp-servers/akshare-mcp/server.py

  • ifind

    runs: python3 ../../mcp-servers/ifind-mcp/server.py

  • china-news

    runs: python3 ../../mcp-servers/china-news-mcp/server.py

  • wind

    runs: python3 ../../mcp-servers/wind-mcp/server.py

View source on GitHub

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