China Deck Refresh

china-deck-refresh

Purpose

Refresh A股投资分析PPT — update existing presentation decks with latest financial data and market information.

Data Sources

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

get_quote(ticker)                     → Latest stock price
get_financials(ticker, "income")      → Latest financials
get_index_data("000001")              → Market context
get_industry_stocks(industry="...")    → Updated peer data

Secondary Sources

• 巨潮 — latest filings
• Wind / Choice — market data

Workflow

Step 1: Inventory Existing Deck

Deck audit:

| Slide | Title | Data to Update | Status | |-------|-------|---------------|--------| | 1 | Cover | Date, version | | | 2 | Investment Summary | Target price, rating | | | 3 | Company Overview | Market cap, shares | | | 4 | Financial Highlights | Latest results | | | 5 | Revenue Bridge | Latest actuals | | | 6 | Margin Analysis | Latest margins | | | 7 | Peer Comparison | Updated multiples | | | 8 | Valuation | Price, multiples | | | 9 | Risk Factors | Current risks | | | 10 | Recommendation | Target price | |

Step 2: Update Financial Data

Data update checklist:

| Data Item | Source | Update Frequency | |-----------|--------|-----------------| | Stock price | iFind / AkShare | Daily | | Market cap | Calculated | Daily | | P/E, P/B | Calculated | Daily | | Revenue (LTM) | iFind / AkShare / 巨潮 | Quarterly | | Net income (LTM) | iFind / AkShare / 巨潮 | Quarterly | | Margins | Calculated | Quarterly | | Peer multiples | iFind / AkShare | Quarterly | | Forecast estimates | 券商研报 | Quarterly |

Step 3: Update Charts

Chart update priorities:

| Priority | Chart | Update Trigger | |----------|-------|----------------| | 1 | Stock price chart | Always | | 2 | Revenue/profit | New quarterly results | | 3 | Margin trends | New quarterly results | | 4 | Peer comparison | New quarterly results | | 5 | Valuation | Daily / new results | | 6 | Financial trends | New annual results |

Chart update steps:

1. Identify linked Excel data sources
2. Update source data
3. Refresh chart (right-click → refresh)
4. Verify chart accuracy
5. Update chart date if needed

Step 4: Update Text Content

Text update checklist:

| Element | Update | |---------|--------| | 日期 | Current date | | 版本号 | Increment version | | 股价 | Latest closing price | | 市值 | Latest market cap | | 目标价 | If changed | | 评级 | If changed | | 财务数据 | Latest actuals | | 一致预期 | Updated consensus | | 行业数据 | Latest industry reports | | 新闻/事件 | Recent developments |

Step 5: Maintain Consistency

Consistency checks:

| Check | Description | |-------|-------------| | 数据一致性 | Same numbers across all slides | | 日期一致性 | All dates current | | 评级一致性 | Rating consistent throughout | | 目标价一致性 | Target price matches valuation slide | | 图表一致性 | Same color scheme, labeling |

Step 6: Version Control

Version tracking:

| Version | Date | Changes | Author | |---------|------|---------|--------| | v1.0 | | Initial | | | v1.1 | | Updated financials | | | v1.2 | | New earnings | | | v2.0 | | Major refresh | |

File naming:

[Ticker]_[Company]_[ReportType]_v[X.X]_[YYYYMMDD].pptx
Example: {{TICKER}}_{{COMPANY_NAME}}_{{REPORT_TITLE}}_v2.1_20240605.pptx

Step 7: Quality Assurance

QA checklist:

| Check | Pass Criteria | |-------|--------------| | All data current | Latest available | | No broken charts | All charts display | | Consistent numbers | Cross-slide verification | | No typos | Spell check | | Formatting intact | Design unchanged | | Links working | All links functional | | File size reasonable | Not bloated |

Step 8: Distribution

Distribution preparation:

| Item | Action | |------|--------| | File format | Save as .pptx (editable) + .pdf (distribution) | | File size | Compress if >50MB | | Naming | Follow convention | | Version note | Brief change summary | | Distribution list | Email / shared drive |

Common Update Scenarios

Scenario 1: Quarterly Earnings Update

| Action | Detail | |--------|--------| | Update P&L | Add latest quarter actuals | | Update BS | Add latest quarter BS | | Update CF | Add latest quarter CF | | Update charts | Refresh financial charts | | Update commentary | Reflect latest results | | Update target price | If changed | | Version bump | vX.X → vX.X+1 |

Scenario 2: Daily/Weekly Market Update

| Action | Detail | |--------|--------| | Update price | Latest closing price | | Update market cap | Recalculate | | Update multiples | Recalculate P/E, P/B | | Update price chart | Add recent data | | Version bump | Minor version |

Scenario 3: Full Refresh (Semi-annual)

| Action | Detail | |--------|--------| | All financials | Full year actuals + new forecasts | | All charts | Complete refresh | | Peer set | Update peer group | | Valuation | Full revaluation | | All commentary | Comprehensive update | | Version bump | Major version |

China-Specific Considerations

A-share Update Frequency

| Update Type | Frequency | Trigger | |-------------|-----------|---------| | 盘中更新 | Daily | Market movement | | 盘后更新 | Daily | Close of trading | | 业绩更新 | Quarterly | Earnings release | | 深度更新 | Semi-annual | Full refresh |

Common Issues

| Issue | Solution | |-------|----------| | 图表链接断开 | Re-link data source | | 字体缺失 | Embed fonts or use standard fonts | | 版本混乱 | Clear version control | | 数据不一致 | Cross-slide verification |

Quality Checks

Before distributing:

• [ ] All data updated
• [ ] All charts refreshed
• [ ] Consistency verified
• [ ] No broken links
• [ ] QA complete
• [ ] Version noted
• [ ] File formats correct

> 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

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.