China Ib Check Deck logo

China Ib Check Deck

Community
jwangkun
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]".

Overview

Publisherjwangkun
Repositoryclaude-for-financial-services-cn
Skill namechina-ib-check-deck
Stars
834
Forks
132
Bundled files
Instructions only
LicenseApache-2.0
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • Self-contained

    Everything the model needs lives in the instructions — no extra files to sync.

  • Open source

    Published by jwangkun on GitHub. Read the source before you install it.

Installation

Install the China Ib Check Deck AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/agent-plugins/china-earnings-reviewer/skills/china-ib-check-deck
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn.git /tmp/claude-for-financial-services-cn
mkdir -p .claude/skills
cp -r /tmp/claude-for-financial-services-cn/agent-plugins/china-earnings-reviewer/skills/china-ib-check-deck .claude/skills/china-ib-check-deck
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable China Ib Check Deck in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads China Ib Check Deck on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so China Ib Check Deck is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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:

SectionRequiredPresentQuality
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 PointSourceModel/FileMatch?Notes
Revenue (latest)巨潮
Net income (latest)巨潮
EBITDACalculated
Market capiFind / AkShare
P/ECalculated
P/BCalculated
EVCalculated
Net debtBalance sheet
Share countAnnual report

Tolerance levels:

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

Step 3: Financial Statement Review

Financial consistency checks:

CheckDescriptionPass
Revenue growthConsistent across slides✓
Margin trendsConsistent across slides✓
Balance sheet totalsAssets = L + E✓
Cash flow tiesBeginning + CF = Ending✓
Debt scheduleShort + Long = Total✓
Share countConsistent throughout✓

Step 4: CAS Compliance

CAS-specific checks:

CheckDescription
RevenueNet of VAT (不含税)
R&DExpensed (unless capitalized per criteria)
Tax25% rate applied correctly
Minority interestSeparated 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:

MethodCheckPass
DCFWACC components reasonable✓
DCFTerminal growth < GDP✓
DCFFCF positive in base case✓
CompsPeer group appropriate✓
CompsMultiples reasonable range✓
Football fieldConsistent range✓
Target priceMatches valuation✓

Step 6: Visual Quality

Design QA:

ElementCheck
模板一致性All slides use same template
字体Chinese fonts render correctly
颜色Consistent color scheme
图表All charts labeled, sourced
表格Clean, readable format
对齐Proper alignment throughout
图片High resolution, appropriate
页码Present and correct

Step 7: Regulatory Compliance

Required elements:

ElementRequiredPresent
风险提示✓
免责声明✓
数据来源✓
评级说明✓
适当性提示✓

Risk factors checklist:

  • Market risk (市场风险)
  • Industry risk (行业风险)
  • Company-specific risk (公司风险)
  • Policy risk (政策风险)
  • Liquidity risk (流动性风险)

Step 8: Transaction-Specific Checks

M&A specific:

CheckDescription
Transaction rationaleClear and compelling
SynergiesQuantified and realistic
Accretion/dilutionCalculated and shown
Integration planMentioned
Regulatory approvalIdentified

Capital raising specific:

CheckDescription
Use of proceedsDetailed and specific
Investor returnIRR / cash-on-cash
Market comparablesSimilar transactions
TimingMarket window assessment

Step 9: Cross-Reference Check

Cross-reference audit:

ReferenceLocationCorrect?
Revenue figure[Slide X]
Net income[Slide Y]
Target price[Slide Z]
P/E multiple[Slide W]
Market cap[Slide V]

Step 10: QC Report

Standard QC output:

【Deck QC 报告】[Company/Transaction] [Date]

一、结构检查
   完整性: [Pass/Fail]
   逻辑性: [Pass/Fail]
   
二、数据准确性
   财务数据: [Pass/Fail with notes]
   市场数据: [Pass/Fail with notes]
   估值数据: [Pass/Fail with notes]
   
三、CAS合规性
   [Pass/Fail with notes]
   
四、设计质量
   [Pass/Fail with notes]
   
五、监管合规
   风险提示: [Pass/Fail]
   免责声明: [Pass/Fail]
   
六、发现的问题
   严重 (Critical):
   [List]
   
   中等 (Major):
   [List]
   
   轻微 (Minor):
   [List]
   
七、建议修复
   [Prioritized list]
   
总体评价: [Approve / Revise / Reject]

China-Specific QC Considerations

Common Issues in A-share Decks

IssueDetectionFix
收入含税VAT not removedDivide by 1.13
税率错误Wrong rateVerify 高新 status
单位不一致Mixed 千元/万元Standardize
会计政策Wrong treatmentCheck CAS
数据来源Missing citationsAdd source
风险提示Missing/incompleteAdd required risks

Regulatory Requirements

RequirementContent
风险揭示Standard risk factors
免责声明Standard disclaimer
适当性Suitability statement
历史业绩Past performance disclaimer

Quality Checks

Before approving:

  • Structure complete
  • Data verified
  • CAS compliant
  • Valuation sound
  • Design quality
  • Regulatory compliant
  • All issues addressed

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

Frequently asked questions

What does the China Ib Check Deck AI skill do?

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]".

Why use China Ib Check Deck on TypingMind?

Because you install it once and use it with any model. China Ib Check Deck is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install China Ib Check Deck in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/agent-plugins/china-earnings-reviewer/skills/china-ib-check-deck. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use China Ib Check Deck?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with China Ib Check Deck?

As many as you like. As long as a model supports skills, you can use China Ib Check Deck with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the China Ib Check Deck AI skill free?

Yes. It is published on GitHub by jwangkun under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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