Individual skill
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 review", "客户回访准备", or "prepare for client meeting [client]".
vertical-plugins/wealth-management/skills/china-client-review/SKILL.md
Source commit d7585ca0033d0624e14e8c5a031b373c1216dd74
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- Last checked
- Nov 10, 2026
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- Repository last updated
- Sep 14, 2026
- License
- Apache-2.0
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# china-client-review
## Purpose
Prepare comprehensive **A股财富管理客户会议材料** — performance summaries, talking points, and relationship context for client meetings.
## Data Sources
### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
```python
get_index_data("000001") → 上证 benchmark
get_index_data("399006") → 创业板 benchmark
get_index_data("000300") → 沪深300 benchmark