China Financial Services

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A multi-plugin marketplace for China A-share research on Codex and Claude Code, with local Marketplace compatibility for Kimi Code CLI. Structured data comes primarily from Tushare, with controlled AKShare supplements.

Important: Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product for review by a qualified professional. They do not make investment recommendations, execute transactions, or bind risk. Every output is staged for human sign-off.

What's included

Agent	Description	Output
china-market-researcher	Sector/theme → industry overview → competitive landscape → peer comps → ideas shortlist	Research note or slides
china-model-builder	DCF, trading comps, 3-statement model for A-share companies	Excel workbook

Vertical Plugin	Skills	Description
financial-analysis	`tushare-data`, `china-dcf-model`, `china-comps-analysis`, `3-statement-model`, `audit-xls`, `china-macro-overview`	Financial modeling, audit, and macro tools; declares its methodology dependency for Claude
equity-research	`china-initiating-coverage`	Initiating coverage reports for China A-share
china-research-methodology	`china-market-data` plus 8 methodology skills	Tushare/AKShare routing, PIT evidence, forensics, valuation, thesis, factor validation, and red-team review

Repository Structure

.agents/plugins/marketplace.json    # Codex marketplace
.claude-plugin/marketplace.json     # Claude Code marketplace
kimi-marketplace.json               # Kimi local-clone marketplace
plugins/
  china-research-methodology/       # Shared methods and data-routing source
  financial-analysis/               # Shared modeling and valuation source
  equity-research/                  # Shared equity-research source
  china-market-researcher/          # Self-contained workflow + vendored skills
  china-model-builder/              # Self-contained workflow + vendored skills
scripts/
  check.py                        # Lint and verify all manifests
  sync-agent-skills.py            # Sync workflow bundles from shared sources
  preflight.py                    # Verify Python/runtime/credential readiness
  tushare_live_acceptance.py      # Sanitized, read-only live acceptance
  akshare_live_acceptance.py      # Sanitized acceptance for every declared AKShare route

Examples

Versioned sample artifacts are available in out/.

CLI demo

Installation

Codex (CLI / desktop)

The repository is a native Codex Marketplace through .agents/plugins/marketplace.json. Register it once, then add only the plugins you need:

codex plugin marketplace add cyijun/china-financial-services --ref main
codex plugin add china-research-methodology@china-financial-services
codex plugin add financial-analysis@china-financial-services
codex plugin add equity-research@china-financial-services

The two self-contained workflow bundles can be installed independently:

codex plugin add china-market-researcher@china-financial-services
codex plugin add china-model-builder@china-financial-services

Codex does not consume Claude's plugin dependency declarations. Install the shared plugins in the displayed order when a task spans methodology, financial analysis, and equity research. This repository intentionally contains neither remote Managed Agent deployment nor command hooks.

Kimi Code (CLI)

Kimi Code CLI 0.33.0 supports custom Marketplace JSON, but its current remote installer does not reliably resolve plugins stored in monorepo subdirectories (upstream issue). After cloning this repository, open Kimi from the repository root and browse the local catalog:

git clone https://github.com/cyijun/china-financial-services.git
cd china-financial-services
kimi

Then run inside the Kimi TUI:

/plugins marketplace ./kimi-marketplace.json

For a no-install, session-scoped load, use repeatable --skills-dir flags:

kimi --skills-dir ./plugins/china-research-methodology/skills \
  --skills-dir ./plugins/financial-analysis/skills
kimi --skills-dir ./plugins/china-market-researcher/skills

Claude Code (CLI)

The same repository is a Claude Code Marketplace through .claude-plugin/marketplace.json. Claude resolves the declared same-marketplace dependencies for financial-analysis and equity-research:

claude plugin marketplace add cyijun/china-financial-services
claude plugin install china-research-methodology@china-financial-services
claude plugin install financial-analysis@china-financial-services
claude plugin install equity-research@china-financial-services
claude plugin install china-market-researcher@china-financial-services
claude plugin install china-model-builder@china-financial-services

Claude Cowork (Desktop / Web)

Paste the repo URL in Settings → Plugins → Add plugin, or zip any directory under plugins/ and upload it.

Development

# Lint everything (CI gate)
python3 scripts/check.py

# After editing a shared source skill, sync the workflow bundles
python3 scripts/sync-agent-skills.py

# Offline tests (no SDK, token, or network required)
python3 -m unittest discover -v tests

The repository-gates GitHub Action runs offline tests, structural gates and disposable-runner host loading. tushare-live-acceptance and akshare-live-acceptance are separate, manually dispatched, read-only workflows that upload sanitized JSON evidence; offline success is never presented as live availability.

Data Sources

Tushare Pro — primary structured data; the 6000-point profile plans for VIP financial cross-sections and THS sector endpoints, with live permission checks still required
AKShare — supplemental public-web data; never a silent fallback when strict point-in-time evidence is unavailable
Web search — industry reports, policy interpretation, news
Company announcements — audited figures and qualitative details

Credits

This project is adapted from the Anthropic Financial Services cookbook plugin/skill architecture. Methodology provenance, exact upstream revisions and modification boundaries are recorded in PROVENANCE.md and NOTICE.

License

See LICENSE.