Individual skill

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", "客户业绩报告", or "portfolio report for [client]".

vertical-plugins/wealth-management/skills/china-client-report/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-client-report

## Purpose

Create professional **A股财富管理客户报告** — performance reports 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")              → 上证指数 benchmark
get_index_data("399006")              → 创业板指 benchmark
get_index_data("000300")              → 沪深300 benchmark
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