China XLSX Author

china-xlsx-author

Purpose

Create professional A股财务分析Excel模型 — structured workbooks for Chinese equity analysis.

Data Sources

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

get_financials(ticker, "income")     → Income statement data
get_financials(ticker, "balance")    → Balance sheet data
get_financials(ticker, "cashflow")   → Cash flow data
get_quote(ticker)                    → Market data

Secondary Sources

• 巨潮 — source filings
• 券商研报 — template references

Workflow

Step 1: Workbook Structure

Standard A-share model structure:

Step 2: Formatting Standards

Chinese financial model formatting:

Color coding:

蓝色 = 输入 (Inputs)
黑色 = 公式 (Calculations)
红色 = 警告 (Warnings / hardcodes)
绿色 = 链接 (Links)
灰色 = 标签 (Labels)

Step 3: Income Statement Layout

Standard P&L format (CAS):

Step 4: Balance Sheet Layout

Standard BS format (CAS):

Step 5: Assumptions Sheet

Key assumptions to centralize:

Step 6: Valuation Sheet

DCF layout:

Football field:

Step 7: Checks Sheet

Essential checks:

Step 8: Charts & Presentation

Key charts to include:

China-Specific Excel Conventions

Unit Standards

Naming Conventions

Formula Conventions

Quality Checks

Before finalizing:

• All sheets present and linked
• No hardcodes in calculation cells
• Historicals cross-checked
• CAS conventions applied
• BS balances and CF ties
• Valuation reasonable
• Charts update automatically
• All checks green
• Documentation complete

  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, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare): Skip iFind, use AkShare only