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Changes in this fork / 本 fork 改动清单

Bilingual change log for the Chinese A-share / iFinD edition of financial-services-plugins. 中英对照，记录本 fork 相对上游 anthropics/financial-services-plugins 的全部改动。

v0.1.1-cn — 2026-04-22

EN — Summary

Localize financial-analysis and equity-research plugins for the Chinese market by replacing all foreign data MCPs with Hexin iFinD (同花顺) MCPs.

中文 — 摘要

将 financial-analysis 和 equity-research 两个插件本地化到中国市场：用同花顺 iFinD 的 4 个 MCP 替换全部海外数据源 MCP。

1. MCP server replacement / MCP 服务器替换

File / 文件: financial-analysis/.mcp.json

Before (upstream) After (this fork) Domain / 数据域
daloopa — removed — financial statements
morningstar — removed — equity / fund data
sp-global — removed — market data, multiples
factset — removed — consensus, estimates
moodys — removed — credit data
mtnewswire — removed — financial news
aiera — removed — transcripts
lseg — removed — FX, fixed income
pitchbook — removed — private markets
chronograph — removed — PE portfolio data
egnyte — removed — document storage
— hexin-ifind-ds-stock-mcp A 股 / 港股 / 美股 个股行情、财务、一致预期、估值
— hexin-ifind-ds-fund-mcp 公募 / 私募基金、ETF、QDII 净值与持仓
— hexin-ifind-ds-edb-mcp 宏观经济库（GDP、CPI、PMI、利率、行业景气）
— hexin-ifind-ds-news-mcp 财经新闻、上市公司公告、研报、事件驱动

Bearer token is supplied via the ${IFIND_AUTH} placeholder, resolved from .claude/settings.local.json (gitignored). See docs/IFIND-SETUP.md.

通过 ${IFIND_AUTH} 占位符注入 Bearer token，真实值放在 .claude/settings.local.json（已 gitignore）。详见 docs/IFIND-SETUP.md。

2. Skill prompt rewrites / Skill 提示词改写

Files modified / 修改的文件 (11 total):

financial-analysis/skills/:

  • dcf-model/SKILL.md
  • comps-analysis/SKILL.md
  • 3-statement-model/SKILL.md
  • lbo-model/SKILL.md
  • competitive-analysis/SKILL.md
  • deck-refresh/SKILL.md

equity-research/skills/:

  • earnings-analysis/SKILL.md
  • initiating-coverage/SKILL.md
  • catalyst-calendar/SKILL.md
  • earnings-preview/SKILL.md
  • sector-overview/SKILL.md

Change / 改动: A bilingual data-sourcing header was injected at the top of each file (after YAML frontmatter where present). The header instructs the model to prefer the 4 hexin iFinD MCPs and to ignore any in-body references to Daloopa / FactSet / Morningstar / S&P / Kensho / Bloomberg / Moody's / LSEG / PitchBook / Chronograph / Aiera / MT Newswires / Egnyte.

每个文件顶部（有 YAML frontmatter 的在 frontmatter 之后）注入了一段双语的数据源规则提示，要求模型优先使用 4 个同花顺 iFinD MCP，并忽略正文里出现的所有海外数据源引用。

3. Plugin manifest version / 插件清单版本

File Before After
financial-analysis/.claude-plugin/plugin.json 0.1.0 0.1.1-cn
equity-research/.claude-plugin/plugin.json 0.1.0 0.1.1-cn

Descriptions updated to mention "Chinese A-share / iFinD edition".

description 字段也更新为标注 "Chinese A-share / iFinD edition"。

4. New documentation / 新增文档

  • README.md — top banner added (this fork is not the upstream / 顶部加 fork 声明)
  • NOTICE — Apache-2.0 modification attribution / Apache-2.0 修改归属
  • CHANGES-CN.md — this file / 本文件
  • docs/IFIND-SETUP.md — bilingual setup guide / 双语安装指南
  • .github/ISSUE_TEMPLATE/config.yml — redirect non-CN issues to upstream / 海外市场问题引导回上游

5. NOT modified / 未改动的部分

5a. Upstream plugins kept unchanged — NOT yet localized / 未做本地化的上游插件（保留原样）

The following upstream plugins are kept verbatim. They were NOT localized in this v0.1.1-cn release, so they still target US/global markets:

下列上游插件保留原样。本次 v0.1.1-cn 版本未对其做本地化改造，目前仍面向美国/全球市场：

  • investment-banking/ (entire plugin / 整个插件)
  • private-equity/ (entire plugin / 整个插件)
  • wealth-management/ (entire plugin / 整个插件)
  • claude-in-office/ (entire plugin / 整个插件)
  • partner-built/lseg/, partner-built/spglobal/ (3rd-party partner plugins / 第三方伙伴插件)

Usability / 可用性:

  • ✅ Overseas-market users: usable as-is. The skills, prompts, and workflow logic are intact. / 海外市场用户：可直接启用使用，skill 提示词和工作流逻辑都完整。
  • ❌ Chinese-market users: NOT recommended for now. These plugins reference foreign data MCPs (Bloomberg, FactSet, etc.) that are no longer wired up in this fork. They will fail or fall back to general web search. / 中国市场用户：目前不建议使用。这些插件引用的海外数据 MCP（Bloomberg、FactSet 等）已不再配置，会报错或退化到通用 Web 搜索。

Future plan / 后续计划: These plugins may be localized to iFinD in future releases (v0.2.x-cn or later) as time permits. PRs welcome.

后续版本（v0.2.x-cn 或更晚）有机会会逐步本地化到 iFinD 数据源。欢迎 PR 帮忙。

5b. Skills kept unchanged — no data dependency / 与数据无关、原样保留的 skill

The following skills do not touch any market data — they're pure spreadsheet/deck utilities — so they work identically for any market:

下列 skill 不涉及市场数据，是纯 Excel / PPT 工具，对任何市场都同样适用：

  • financial-analysis/skills/{audit-xls, clean-data-xls, ib-check-deck, skill-creator, ppt-template-creator}/
  • equity-research/skills/{model-update, morning-note, thesis-tracker, idea-generation}/

Upstream sync history / 上游同步记录

Date Upstream commit base Notes
2026-04-22 (initial fork) Forked from anthropics/financial-services-plugins main