金融财务

Unified stock/finance data access through three sources — 同花顺问财 OpenAPI, Tushare daily bars, and 雪球/pysnowball. Use for A股/港股/美股/ETF/指数行情、财务指标、新闻、公告、研报、机构评级、经营数据、股东股本、基金理财、基本资料、行业板块、宏观数据、股票日线历史价格等查询。

起草结构化的私募股权交易批准投资委员会备忘录。将尽职调查结果、财务分析和交易条款综合成专业的投资委员会就绪文档。适用于准备投资委员会会议、撰写交易报告或创建正式推荐的场景。触发关键词包括："撰写IC备忘录"、"投资委员会备忘录"、"交易报告"、"准备IC材料"或"推荐备忘录"。 触发词包括"ic-memo"、"IC-MEMO"等。

评估投资辩论并做出明确的交易决策。适用于需要综合看多和看空论点、制定投资计划的场景。

Alpha-X 金融服务领域专业 AI 技能集合，覆盖股票研究、财务分析、投资银行、私募股权、财富管理和量化交易。适用于 A股、港股及中概股市场。当用户请求金融服务相关分析、报告或建模任务时使用。

分析投资组合配置偏离并生成跨账户再平衡交易建议。考虑税务影响、交易成本和相关交易限制。触发关键词包括"再平衡"、"投资组合偏离"、"配置检查"、"再平衡交易"或"我的投资组合不平衡"。 触发词包括"rebalance"、"REBALANCE"等。

经济金融顶刊文献速递与选题建议生成器。通过RSS和网页抓取获取经济学、金融学、会计学顶级期刊的最新论文， 筛选公司金融相关文献，生成中文综述摘要和研究选题建议。 当用户提到"期刊速递"、"文献周报"、"论文速递"、"最新文献"、"journal digest"、"paper digest"、 "选题建议"、"研究选题"、"顶刊追踪"、"文献追踪"、"周报"时触发此技能。 即使用户只是说"帮我看看最近有什么新论文"或"最近顶刊发了什么"，也应该触发。

Use when judging whether a manuscript's landing point is an ACCOUNTING issue (accounting information / disclosure / audit / standards) versus a corporate-finance mechanism, before drafting for 《会计研究》 (Accounting Research). Use this to decide fit and to re-route finance-mechanism papers to a finance journal before any other acr-* skill.

Use when the empirical identification strategy is the bottleneck for a 《会计研究》 (Accounting Research) manuscript — exogenous standard / regulatory changes (event study, DID), PSM, Heckman, IV — and you need to stress-test the design before drafting tables. Prefers standard/regulatory shocks as the cleanest accounting identification source.

Use when writing the contribution and implications section for a 《会计研究》 (Accounting Research) manuscript — articulating both the accounting-theory contribution (role of accounting information) and concrete implications for standard-setters, regulators, and audit/reporting practice. Use after results and tables are final.

Use when writing or verifying the institutional / accounting-standard / regulatory background for a 《会计研究》 (Accounting Research) manuscript — getting standard clauses, regulatory rules, and effective dates exactly right, since precise institutional detail is a defining bar of this journal. Use before measurement and identification.

Use when building or repairing the literature review for 《会计研究》 (Accounting Research) — entering the accounting research lineage (earnings quality, conservatism, audit quality, disclosure, value relevance) rather than piling recent Chinese empirical citations, and positioning the gap as an accounting contribution.

Use when constructing or auditing accounting measures for 《会计研究》 (Accounting Research) — discretionary accruals (modified Jones), real earnings management (Roychowdhury), conservatism (Basu / C-Score), comparability, disclosure indices, audit-quality and tax-avoidance proxies — so each measure is built transparently and reproducibly. Use before identification.

Use when the mechanism analysis for a 《会计研究》 (Accounting Research) manuscript is missing or mis-specified — the channel must be an information mechanism (reduce information asymmetry, raise disclosure quality, constrain earnings management, improve audit assurance), not a generic pricing or financing channel. Use after the main result holds.

Use when responding to 《会计研究》 (Accounting Research) reviewer reports / an R&R — drafting a point-by-point response letter and 修改说明 that addresses accounting-measure construction, institutional/standard accuracy, identification, and information-mechanism concerns, while keeping the revision anonymous. Use only after the manuscript itself has been revised.

Use when building the robustness section for a 《会计研究》 (Accounting Research) manuscript — replacing accounting measures with alternatives, adding governance / institutional controls, placebo tests, and endogeneity follow-ups — so the main result survives an accounting referee's scrutiny. Use after mechanism is settled.

Use for the pre-submission preflight to 《会计研究》 (Accounting Research) — checking footnote (当页下注) conventions, the 著者—出版年制 reference style, abstract/keyword limits, article length, the online-only submission system via the Accounting Society of China site, double-blind anonymity, and document hygiene. Use right before submitting; verify every rule against the journal's current 投稿指南.

Use when finalizing tables and figures for a 《会计研究》 (Accounting Research) manuscript — keeping the main table lean, reporting coefficients with the right precision, and interpreting economic magnitude (not just significance stars) for accounting measures. Use after robustness is settled.

Use when framing or sharpening a topic for 《会计研究》 (Accounting Research) — turning a generic "X affects Y" empirical idea into an accounting contribution anchored in China's institutional setting, accounting theory, and standard-setting / practice relevance. Use before literature review.

Use when deciding which acr-* sub-skill to invoke next, or when sequencing manuscript work from fit positioning through rebuttal for 《会计研究》 (Accounting Research). Routes — does not replace — the specialized skills.

财务三表生成。自动生成资产负债表、利润表、现金流量表的标准Excel格式， 会计科目帮你列好，合计公式自动写好，还能算毛利率ROE等财务指标。 用于帮助财务人员制作报表。当用户提到财务报表、资产负债表、利润表时触发。 Financial statement generator with balance sheet, income statement, and ratios.

会议纪要整理。将散乱的会议笔记整理成规范的会议纪要格式， 提取出席人、议题、讨论内容、议定事项和责任人。 用于帮助用户整理会议纪要。当用户提到会议纪要、会议记录、会议总结时触发。 Meeting minutes generator.

当需要财务分析、成本核算、ROI计算、报价时使用。

当需要进行记账分录、科目分类、凭证录入、月结对账时使用。触发场景：日记账录入、科目分类、银行对账、月度结账。当用户提到"记账"、"分录"、"bookkeeping"、"会计分录"、"科目"、"月结"、"对账"时应触发此技能。

当需要编制财务报表(资产负债表/利润表/现金流量表)、管理报表、财务分析报告时使用。触发场景：编制三大报表、月度财务报告、KPI仪表板、同比环比分析。当用户提到"财务报表"、"资产负债表"、"利润表"、"现金流量表"、"financial report"、"月报"时应触发此技能。

当需要对法务会计领域数据进行清洗、统计分析、趋势报告时使用。触发场景：法务会计/舞弊调查。当用户提到"法务会计"、"法务会计"、"舞弊调查"、"forensic"、"accounting"时应触发此技能。

当需要撰写个人理财相关专业文案、行业指南、科普文章时使用。触发场景：个人理财/财富管理内容。当用户提到"个人理财"、"个人理财"、"财富管理内容"、"personal"、"finance"时应触发此技能。

当需要进行记账分录、科目分类、凭证录入、月结对账时使用。触发场景：日记账录入、科目分类、银行对账、月度结账。当用户提到"记账"、"分录"、"bookkeeping"、"会计分录"、"科目"、"月结"、"对账"时应触发此技能。

当需要编制财务报表(资产负债表/利润表/现金流量表)、管理报表、财务分析报告时使用。触发场景：编制三大报表、月度财务报告、KPI仪表板、同比环比分析。当用户提到"财务报表"、"资产负债表"、"利润表"、"现金流量表"、"financial report"、"月报"时应触发此技能。

当需要对法务会计领域数据进行清洗、统计分析、趋势报告时使用。触发场景：法务会计/舞弊调查。当用户提到"法务会计"、"法务会计"、"舞弊调查"、"forensic"、"accounting"时应触发此技能。

当需要撰写个人理财相关专业文案、行业指南、科普文章时使用。触发场景：个人理财/财富管理内容。当用户提到"个人理财"、"个人理财"、"财富管理内容"、"personal"、"finance"时应触发此技能。