This project adapts Anthropic's official claude-for-financial-services to the specific needs of the Chinese A-share financial market, offering a specialized AI assistant for financial professionals. It provides 63 domain-specific "skills" and 4 end-to-end agents designed to understand and generate financial reports, models, and analyses adhering to local standards, data sources, and formats, thereby bridging the gap between global AI capabilities and the nuances of China's financial landscape.

How It Works

The core innovation lies in replacing the original project's Western-centric data sources (e.g., Bloomberg, FactSet) and financial conventions (e.g., US GAAP, US Treasuries) with China-specific equivalents. It integrates with major Chinese financial data providers like Wind (Tier-0) and iFind (Tier-1), with AkShare (Tier-2) as a free fallback. This allows Claude to generate outputs formatted according to Chinese accounting standards, utilize China bond rates for DCF models, and reference industry classifications like Shenwan and CITIC, ensuring relevance and accuracy for the A-share market.

Quick Start & Requirements

1. Installation: Install Claude Code (npm install -g @anthropic-ai/claude-code), add the plugin marketplace (claude plugin marketplace add jwangkun/claude-for-financial-services-cn), and install skill packages (claude plugin install china-finance@claude-for-financial-services-cn or specific domains).
2. Prerequisites: Requires API keys for Wind (WIND_API_KEY) and iFind (IFIND_AUTH_TOKEN) for full functionality. AkShare and news data sources are free and require no keys.
3. Setup: Configuration involves setting environment variables or config files for data source API keys.
4. Links: AkShare Official

Highlighted Details

• 63 Skills: Comprehensive coverage across A-share research (31 skills), investment banking (10), private equity (9), wealth management (5), fund administration (6), and operations (2).
• 4 Agents: End-to-end agents for pitch decks, market research, earnings review, and financial modeling.
• Multi-Tiered Data: Prioritizes Wind (Tier-0), falls back to iFind (Tier-1), then AkShare (Tier-2), ensuring data availability.
• A-Share Focus: Adapts models, industry classifications (Shenwan/CITIC), and financial reporting formats for the Chinese market.

Maintenance & Community

The project is maintained by the repository owner jwangkun. Specific details regarding community channels (e.g., Discord, Slack), roadmap, or notable contributors beyond the primary author are not explicitly detailed in the README.

Licensing & Compatibility

The project is licensed under the Apache License 2.0. This license is permissive and generally compatible with commercial use and linking within closed-source projects.

Limitations & Caveats

Full access to the project's capabilities, particularly the primary Wind and iFind data sources, requires paid subscriptions and obtaining API keys, representing a significant barrier to entry for users without these resources. While free tiers and fallbacks exist, they may have limitations on data scope or query concurrency.