wealth-management

Plugin wealth-management from marketplace claude-for-financial-services-china in jwangkun/claude-for-financial-services-cn. Commands read from the repo's manifest — 1 month ago.

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