china-deck-refresh

china-deck-refresh

Purpose

Refresh A-Share Investment Analysis PPT — update existing presentation decks with latest financial data and market information.

Data Sources

Primary: iFind MCP (Tier-1 paid) / AkShare MCP (Tier-2 free alternative)

get_quote(ticker)                     → Latest stock price
get_financials(ticker, "income")      → Latest financials
get_index_data("000001")              → Market context
get_industry_stocks(industry="...")    → Updated peer data

Secondary Sources

• CNINFO — latest filings
• Wind / Choice — market data

Workflow

Step 1: Inventory Existing Deck

Deck audit:

Slide	Title	Data to Update	Status
1	Cover	Date, version
2	Investment Summary	Target price, rating
3	Company Overview	Market cap, shares
4	Financial Highlights	Latest results
5	Revenue Bridge	Latest actuals
6	Margin Analysis	Latest margins
7	Peer Comparison	Updated multiples
8	Valuation	Price, multiples
9	Risk Factors	Current risks
10	Recommendation	Target price

Step 2: Update Financial Data

Data update checklist:

Data Item	Source	Update Frequency
Stock price	iFind / AkShare	Daily
Market cap	Calculated	Daily
P/E, P/B	Calculated	Daily
Revenue (LTM)	iFind / AkShare / CNINFO	Quarterly
Net income (LTM)	iFind / AkShare / CNINFO	Quarterly
Margins	Calculated	Quarterly
Peer multiples	iFind / AkShare	Quarterly
Forecast estimates	Brokerage research reports	Quarterly

Step 3: Update Charts

Chart update priorities:

Priority	Chart	Update Trigger
1	Stock price chart	Always
2	Revenue/profit	New quarterly results
3	Margin trends	New quarterly results
4	Peer comparison	New quarterly results
5	Valuation	Daily / new results
6	Financial trends	New annual results

Chart update steps:

1. Identify linked Excel data sources
2. Update source data
3. Refresh chart (right-click → refresh)
4. Verify chart accuracy
5. Update chart date if needed

Step 4: Update Text Content

Text update checklist:

Element	Update
Date	Current date
Version number	Increment version
Stock price	Latest closing price
Market cap	Latest market cap
Target price	If changed
Rating	If changed
Financial data	Latest actuals
Consensus estimates	Updated consensus
Industry data	Latest industry reports
News/events	Recent developments

Step 5: Maintain Consistency

Consistency checks:

Check	Description
Data consistency	Same numbers across all slides
Date consistency	All dates current
Rating consistency	Rating consistent throughout
Target price consistency	Target price matches valuation slide
Chart consistency	Same color scheme, labeling

Step 6: Version Control

Version tracking:

Version	Date	Changes	Author
v1.0		Initial
v1.1		Updated financials
v1.2		New earnings
v2.0		Major refresh

File naming:

[Ticker]_[Company]_[ReportType]_v[X.X]_[YYYYMMDD].pptx
Example: {{TICKER}}_{{COMPANY_NAME}}_{{REPORT_TITLE}}_v2.1_20240605.pptx

Step 7: Quality Assurance

QA checklist:

Check	Pass Criteria
All data current	Latest available
No broken charts	All charts display
Consistent numbers	Cross-slide verification
No typos	Spell check
Formatting intact	Design unchanged
Links working	All links functional
File size reasonable	Not bloated

Step 8: Distribution

Distribution preparation:

Item	Action
File format	Save as .pptx (editable) + .pdf (distribution)
File size	Compress if >50MB
Naming	Follow convention
Version note	Brief change summary
Distribution list	Email / shared drive

Common Update Scenarios

Scenario 1: Quarterly Earnings Update

Action	Detail
Update P&L	Add latest quarter actuals
Update BS	Add latest quarter BS
Update CF	Add latest quarter CF
Update charts	Refresh financial charts
Update commentary	Reflect latest results
Update target price	If changed
Version bump	vX.X → vX.X+1

Scenario 2: Daily/Weekly Market Update

Action	Detail
Update price	Latest closing price
Update market cap	Recalculate
Update multiples	Recalculate P/E, P/B
Update price chart	Add recent data
Version bump	Minor version

Scenario 3: Full Refresh (Semi-annual)

Action	Detail
All financials	Full year actuals + new forecasts
All charts	Complete refresh
Peer set	Update peer group
Valuation	Full revaluation
All commentary	Comprehensive update
Version bump	Major version

China-Specific Considerations

A-share Update Frequency

Update Type	Frequency	Trigger
Intraday update	Daily	Market movement
After-hours update	Daily	Close of trading
Earnings update	Quarterly	Earnings release
In-depth update	Semi-annual	Full refresh

Common Issues

Issue	Solution
Broken chart link	Re-link data source
Missing font	Embed fonts or use standard fonts
Version confusion	Clear version control
Data inconsistency	Cross-slide verification

Quality Checks

Before distributing:

• All data updated
• All charts refreshed
• Consistency verified
• No broken links
• QA complete
• Version noted
• File formats correct

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