AgentStack
Browse Sign in
Browse Why AgentStack Sell Docs
Sign in
SKILL verified Apache-2.0 Self-run

China Ib Check Deck

skill-jwangkun-claude-for-financial-services-cn-china-ib-check-deck · by jwangkun

Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib-check-deck skill for Chinese market standards, CAS financials, and domestic IB conventions. Triggers on "投行deck检查", "IB deck QC", "check pitch deck China", "deck quality check", "材料质量检查", or "review deck [company/transaction]".

↗ Repository
— No reviews yet
0 installs
6 views
0.0% view→install

Install

$ agentstack add skill-jwangkun-claude-for-financial-services-cn-china-ib-check-deck

✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.

Security review

✓ Passed

No 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.

View the full security report →

Verified badge

Passed review? Show it. Paste this badge into your README, it links to the public security report.

AgentStack Verified badge Links to your public security report.
[![AgentStack Verified](https://agentstack.voostack.com/badges/verified.svg)](https://agentstack.voostack.com/security/report/skill-jwangkun-claude-for-financial-services-cn-china-ib-check-deck)

Reliability & compatibility

✓ Security review passed
0 installs to date
— no reviews yet
● 2mo ago

Declared compatibility

Claude CodeClaude Desktop

Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.

Preview Execution monitoring

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 →
Are you the author of China Ib Check Deck? Claim this listing to set pricing, connect Stripe payouts, and keep 70% of every sale.
Sign up to claim

About

china-ib-check-deck

Purpose

Quality-check A股投行材料 — comprehensive quality assurance for Chinese investment banking pitch decks and transaction materials.

Data Sources

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

get_financials(ticker, "income")     → Financial data verification
get_financials(ticker, "balance")    → Balance sheet verification
get_quote(ticker)                    → Market data verification

Secondary Sources

  • 巨潮 — source documents
  • 审计报告 — reference financials
  • 行业报告 — market data

Workflow

Step 1: Deck Structure Review

Structure checklist:

| Section | Required | Present | Quality | |---------|----------|---------|---------| | 封面 (Cover) | ✓ | | | | 目录 (TOC) | ✓ | | | | 交易概述 (Transaction Overview) | ✓ | | | | 公司概览 (Company Overview) | ✓ | | | | 行业分析 (Industry Analysis) | ✓ | | | | 财务表现 (Financial Performance) | ✓ | | | | 交易逻辑 (Investment Rationale) | ✓ | | | | 估值 (Valuation) | ✓ | | | | 风险提示 (Risk Factors) | ✓ | | | | 附录 (Appendix) | ✓ | | |

Step 2: Data Accuracy Check

Data verification:

| Data Point | Source | Model/File | Match? | Notes | |------------|--------|-----------|--------|-------| | Revenue (latest) | 巨潮 | | | | | Net income (latest) | 巨潮 | | | | | EBITDA | Calculated | | | | | Market cap | iFind / AkShare | | | | | P/E | Calculated | | | | | P/B | Calculated | | | | | EV | Calculated | | | | | Net debt | Balance sheet | | | | | Share count | Annual report | | | |

Tolerance levels:

  • Revenue, profit: ±2%
  • Balance sheet: ±1%
  • Multiples: ±5%
  • Market data: ±1%

Step 3: Financial Statement Review

Financial consistency checks:

| Check | Description | Pass | |-------|-------------|------| | Revenue growth | Consistent across slides | ✓ | | Margin trends | Consistent across slides | ✓ | | Balance sheet totals | Assets = L + E | ✓ | | Cash flow ties | Beginning + CF = Ending | ✓ | | Debt schedule | Short + Long = Total | ✓ | | Share count | Consistent throughout | ✓ |

Step 4: CAS Compliance

CAS-specific checks:

| Check | Description | |-------|-------------| | Revenue | Net of VAT (不含税) | | R&D | Expensed (unless capitalized per criteria) | | Tax | 25% rate applied correctly | | Minority interest | Separated from parent | | 合同负债 | Recognized per CAS 14 | | 信用减值损失 | CAS 22 model |

Step 5: Valuation Review

Valuation checks:

| Method | Check | Pass | |--------|-------|------| | DCF | WACC components reasonable | ✓ | | DCF | Terminal growth 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.

Install and usage instructions live in the source repository linked above.

Reviews

No reviews yet, be the first.

Write a review

Versions

  • v0.1.0 Imported from the upstream source.

More in Agent Skills