Individual skill
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", "retirement plan China", "财务规划客户", "退休规划", "教育金规划", or "comprehensive financial plan".
vertical-plugins/wealth-management/skills/china-financial-plan/SKILL.md
Source commit d7585ca0033d0624e14e8c5a031b373c1216dd74
What was checked
- Matches the observed repository HEAD
- Yes
- Scanner rules are current
- Yes
- Repository scan complete
- No
- Skill scan complete
- No
- Observed behavior
- Network or broad shell
- Last checked
- Nov 10, 2026
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Repository context
- Repository stars (not skill ratings)
- 888
- Repository last updated
- Sep 14, 2026
- License
- Apache-2.0
Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.
Files and excerpt
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# china-financial-plan
## Purpose
Create comprehensive **中国家庭/个人财务规划** — retirement, education, estate, and cash-flow planning adapted for Chinese context.
## Data Sources
### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
```python
get_index_data("000001") → A股 historical returns
get_fund_data(fund_code) → Fund performance data
```