👏 Welcome to Finance Context https://financecontext.com/
Note
This project is under active development. Contributions are welcome!
本项目正在持续开发中，欢迎大家参与贡献。
We are committed to the open-sourcing and localization of financial services knowledge, presenting core Wall Street workflows (investment banking, private equity, equity research, wealth management) as Finance 101 educational guides, combined with AI plugin tooling to help practitioners and learners master financial analysis.
我们致力于金融知识的开源与汉化，将华尔街投行、PE、买方研究的核心工作流以 Finance 101 教育形式呈现，并结合 AI 插件生态，帮助从业者和学习者掌握金融分析的核心技能。
This project is supported by the LLMQuant community and is a sister project of Quant Wiki.
本项目由 LLMQuant 社区支持，是 Quant Wiki 的姊妹项目。
Finance Context covers five core domains in financial services plus partner plugins, providing 230+ pages of bilingual (English & Chinese) Finance 101 educational content:
Finance Context 涵盖金融服务行业五大核心领域 + 合作伙伴插件，提供中英双语 230+ 页 Finance 101 教育内容：
| Module 模块 | Commands 命令 | Skills 技能 | Topics 内容概要 |
|---|---|---|---|
| Financial Analysis 金融分析 | 8 | 10 | DCF, Comps, LBO, 3-Statement Models, Competitive Analysis |
| Equity Research 股票研究 | 9 | 9 | Earnings Analysis, Initiating Coverage, Thesis Tracking, Morning Notes, Catalyst Calendar |
| Investment Banking 投资银行 | 7 | 9 | CIM, Merger Models, Buyer Lists, Pitch Decks, Deal Tracking |
| Private Equity 私募股权 | 10 | 10 | Deal Screening, Due Diligence, IC Memos, Returns Analysis, Value Creation |
| Wealth Management 财富管理 | 6 | 6 | Client Reviews, Financial Planning, Portfolio Rebalancing, Tax-Loss Harvesting |
| LSEG Partner | 8 | 8 | Bond Relative Value, FX Carry, Swap Curves, Option Volatility, Macro Rates |
| S&P Global Partner | — | 3 | Tear Sheets, Funding Digests, Earnings Previews |
Every page includes | 每一页都包含：
- 🎓 "What is [Concept]?" — Finance 101 explanation from first principles | Finance 101 从零讲起
- 💼 "Why It Matters" — Real-world context: who uses it, at which firms, in what situations | 真实职场场景
- 📖 "Key Concepts" — Glossary of essential terms (bilingual) | 关键术语表（中英对照）
- ⚙️ "How It Works" — Step-by-step workflow with educational commentary | 分步教学
- 🔧 "How to Add to Your Local Context" — Plugin installation, data source config, code examples | 插件安装与配置
- ✅ "Best Practices" — Tips from real-world usage | 来自实战的经验总结
We welcome contributions to Finance Context! | 我们非常欢迎大家为 Finance Context 贡献内容！
- Fork this repository and clone it locally | Fork 本仓库并克隆到本地
- Choose what to contribute | 选择你想贡献的内容：
- 📝 Improve existing educational content (fix errors, add examples, expand details) | 改进现有页面
- 🌐 Improve Chinese content quality (ensure accurate terminology, natural expression) | 改进中文内容质量
- 📚 Add new financial concept explanations | 添加新的金融概念讲解
- 🔧 Add new workflows or skills | 添加新的工作流或技能
- 🐛 Fix website display issues | 修复网站显示问题
- Create a branch and submit a PR | 创建分支并提交 PR
English pages (docs/en/):
- Every skill page must include: What is it? / Why It Matters / Key Concepts / How It Works / How to Add to Your Local Context / Best Practices
- Use Mintlify MDX components:
<Note>,<Warning>,<Tip>,<Steps>,<CardGroup>,<Card>,<Accordion>
Chinese pages (docs/zh/):
- Write original Chinese educational content — do not directly translate the English version | 写原创中文教育内容，不要直接翻译英文版
- Financial terms must include English in parentheses, e.g., DCF（折现现金流）, IRR（内部收益率）, WACC（加权平均资本成本） | 金融术语必须附带英文
- Include China-market examples where relevant (A-shares, Wind/Choice data sources, RMB) | 可加入中国市场特有的例子
File format | 文件格式：
---
title: "Page Title"
description: "One-line description"
---├── mint.json # Mintlify configuration
├── logo/ # Logo files
├── en/ # English content
│ ├── introduction.mdx
│ ├── getting-started.mdx
│ ├── financial-analysis/
│ │ ├── overview.mdx
│ │ ├── commands/ # Command pages (concise)
│ │ └── skills/ # Skill pages (detailed educational content)
│ ├── equity-research/
│ ├── investment-banking/
│ ├── private-equity/
│ ├── wealth-management/
│ └── partner-built/
│ ├── lseg/
│ └── spglobal/
└── zh/ # Chinese content (mirrors English structure)
├── introduction.mdx
└── ...
Clone the repository and enter the project directory:
首先拉取代码，然后进入项目目录。
git clone https://github.com/LLMQuant/finance-context.git
cd finance-contextInstall the Mintlify CLI (requires Node.js >= 20):
安装 Mintlify CLI（需要 Node.js >= 20）：
npm install -g mintlifyStart the local preview:
本地预览：
mintlify devOpen http://localhost:3000 in your browser to preview the site.
浏览器打开 http://localhost:3000 即可预览。
Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0)
署名-非商业性使用-相同方式共享 4.0 国际 (CC BY-NC-SA 4.0)
Given the unique nature of financial knowledge and to protect contributor rights, we use the CC BY-NC-SA 4.0 license.
考虑到金融知识的独特性和保护贡献者的权益，我们使用 CC BY-NC-SA 4.0 许可协议。
You are free to | 您可以自由地：
- Share — copy and redistribute the material in any medium or format | 共享 — 在任何媒介以任何形式复制、发行本作品
- Adapt — remix, transform, and build upon the material | 演绎 — 修改、转换或以本作品为基础进行创作
Under the following terms | 惟须遵守下列条件：
- Attribution — You must give appropriate credit, provide a link to the license, and indicate if changes were made. | 署名 — 您必须给出适当的署名，提供指向本许可协议的链接，同时标明是否作了修改。
- NonCommercial — You may not use the material for commercial purposes. | 非商业性使用 — 您不得将本作品用于商业目的。
- ShareAlike — If you remix, transform, or build upon the material, you must distribute your contributions under the same license. | 相同方式共享 — 如果您再混合、转换或者基于本作品进行创作，您必须基于与原先许可协议相同的许可协议分发您贡献的作品。
- No additional restrictions — You may not apply legal terms or technological measures that legally restrict others from doing anything the license permits. | 没有附加限制。
Finance Context was inspired by the Anthropic Financial Services Plugins. The original plugins provided excellent financial workflow skill and command definitions. We transformed them into Finance 101 educational content with bilingual (English & Chinese) versions, making financial knowledge more open, accessible, and actionable.
Finance Context 的建立深受 Anthropic Financial Services Plugins 的启发。原始插件提供了优秀的金融工作流技能和命令定义，我们在此基础上将其转化为 Finance 101 教育内容，并提供中英双语版本，使金融知识更加开放、易懂、可用。
Finance Context is a project of the LLMQuant community, alongside Quant Wiki, dedicated to open-sourcing quantitative finance and AI knowledge.
Finance Context 是 LLMQuant 社区的项目之一，与 Quant Wiki 共同致力于量化金融与 AI 知识的开源与普及。
A heartfelt thanks to the Anthropic team, the original plugin contributors, and all members of the LLMQuant community!
在此，我们向 Anthropic 团队、原始插件贡献者以及 LLMQuant 社区的所有成员表示衷心的感谢！