Individual skill

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", "投资方案", "investment proposal China", "proposal for [client]", "investment recommendation A-share", or "build investment proposal".

vertical-plugins/wealth-management/skills/china-investment-proposal/SKILL.md

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Network or broad shell
Last checked
Nov 10, 2026

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889
Repository last updated
Sep 14, 2026
License
Apache-2.0

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# china-investment-proposal

## Purpose

Create professional **A股财富管理投资建议书** — structured proposals for Chinese wealth management clients.

## Data Sources

### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

```python
get_index_data("000001")              → Market context
get_index_data("399006")              → ChiNext context
get_quote(ticker)                     → Security analysis
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