# China Ib Check Deck

> 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]".

- **Type:** Skill
- **Install:** `agentstack add skill-jwangkun-claude-for-financial-services-cn-china-ib-check-deck`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [jwangkun](https://agentstack.voostack.com/s/jwangkun)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** Apache-2.0
- **Upstream author:** [jwangkun](https://github.com/jwangkun)
- **Source:** https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/agent-plugins/china-market-researcher/skills/china-ib-check-deck

## Install

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

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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)

```python
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.

- **Author:** [jwangkun](https://github.com/jwangkun)
- **Source:** [jwangkun/claude-for-financial-services-cn](https://github.com/jwangkun/claude-for-financial-services-cn)
- **License:** Apache-2.0

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-jwangkun-claude-for-financial-services-cn-china-ib-check-deck
- Seller: https://agentstack.voostack.com/s/jwangkun
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.