China Break Trace
Forensic financial analysis for A-share fund holdings and portfolio companies. Adapts the original break-trace skill for fund administration context and Chinese market standards. Triggers on "基金持仓核查", "持仓异常", "forensic fund analysis China", "持仓质量分析", or "investigate [fund] holdings".
Install
$ agentstack add skill-jwangkun-claude-for-financial-services-cn-china-break-trace ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-jwangkun-claude-for-financial-services-cn-china-break-trace) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
china-break-trace
Purpose
Conduct 基金持仓核查 — forensic analysis of fund holdings and portfolio company financials for fund administrators.
Data Sources
Tier 0 — 万得 Wind（最全面付费数据）
- 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
- MCP 服务：
wind-mcp（需WIND_API_KEY密钥，以ak_开头） - 优势：全市场覆盖面最广、数据最全面、包含研报和量化分析
- 密钥申请：https://aifinmarket.wind.com.cn/#/home
Tier 1 — 同花顺 iFind（付费精确数据）/ AkShare MCP（Tier-2 免费备选）
get_financials(ticker, "income") → Portfolio company P&L
get_financials(ticker, "balance") → Portfolio company BS
get_financials(ticker, "cashflow") → Portfolio company CF
get_fund_data(fund_code) → Fund holdingsSecondary Sources
- 巨潮 — portfolio company filings
- 基金季报/年报 — fund holdings disclosure
- 审计报告 — audit opinions
Workflow
Step 1: Review Fund Holdings
Holdings analysis:
| Security | Ticker | Sector | Allocation | Rating | Risk Flags | |----------|--------|--------|-----------|--------|-----------| | | | | | | |
Concentration analysis:
| Metric | Value | Limit | Status | |--------|-------|-------|--------| | Top 10 holdings % | XX% | Typically 50% | Review | | 停牌股票 | Suspended positions | Valuation review | | 退市风险 | Delisting risk | Consider exit | | ST持仓 | Distressed securities | Review necessity | | 流动性不足 | Hard to exit | Assess impact |
Quality Checks
Before completing:
- [ ] All holdings reviewed
- [ ] Red flags investigated
- [ ] Compliance verified
- [ ] Recommendations actionable
- [ ] Report complete
> Data Source Mode Switch: Set env var IFIND_DATA_SOURCE_MODE to control data source preference. > - ifind-only (strict): Use iFind only, error if unavailable > - ifind-fallback (default): iFind preferred, fallback to AkShare > - akshare-only: Skip iFind, use AkShare only > - wind-only: Wind only, error if unavailable > - wind-fallback: Wind first, fallback to iFind → AkShare
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: jwangkun
- Source: jwangkun/claude-for-financial-services-cn
- License: Apache-2.0
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.