china-market-data
The china-market-data skill queries Chinese financial market data across multiple tiered sources: Wind (comprehensive paid coverage of A-shares, funds, bonds, macroeconomics, and research), iFind (precise financial statements, consensus estimates, ESG ratings, and Hong Kong/US stocks), and AkShare (free open-source data for stock quotes, financials, and indices). Use this skill when agents need real-time or historical Chinese market information including stock fundamentals, fund holdings, economic indicators, bond details, or sector analysis across Shanghai-Shenzhen A-shares, STAR Board, ChiNext, Beijing Stock Exchange, and Hong Kong-traded stocks.
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn /tmp/china-market-data && cp -r /tmp/china-market-data/agent-plugins/china-market-researcher/skills/china-market-data ~/.claude/skills/china-market-dataSKILL.md
# china-market-data ## Data sources (multi-tier) ### Tier 0 — 万得 Wind（最全面付费数据） - 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具） - MCP 服务：`wind-mcp`（需 `WIND_API_KEY` 密钥，以 `ak_` 开头） - 优势：全市场覆盖面最广、数据最全面、包含研报和量化分析 - 密钥申请：https://aifinmarket.wind.com.cn/#/home ### Tier 1 — 同花顺 iFind（付费精确数据） - 覆盖：股票、基金、宏观经济、新闻公告、债券、港美股、指数板块 - MCP 服务：`ifind-mcp`（需 `IFIND_AUTH_TOKEN` 密钥） - 优势：精确财务数据、一致预期、ESG评级、债券详情、港美股、宏观行业指标 - 并发限制：免费版 2/s，个人版 5/s，企业版 10/s ### Tier 2 — AkShare（免费开源数据） - 覆盖：A 股行情、财报、行业分类、指数 - MCP 服务：`akshare-mcp`（无需密钥，直接启动） - 优势：无并发限制，适合高频批量查询 ### Tier 3 — 新闻公告（免费） - MCP 服务：`china-news-mcp` - 覆盖：个股新闻、市场头条 ### 数据源优先级策略 | 场景 | Wind (Tier-0) | iFind (Tier-1 首选) | AkShare (Tier-2 备选) | |------|---------------|---------------------|----------------------| | 股票财务报表（利润表/资产负债表） | `wind_get_stock_fundamentals` | `ifind_get_stock_financials` | `get_financials` | | 股票基本面/行情 | `wind_get_stock_basicinfo` | `ifind_get_stock_info` | `get_stock_info` / `get_quote` | | 股票行情快照（实时行情） | `wind_get_stock_price_indicators` | `ifind_get_stock_info` | `get_quote` | | 股票K线（OHLCV历史） | `wind_get_stock_kline` | — | `get_historical_data` | | 股票技术指标 | `wind_get_stock_technicals` | — | — | | 智能选股 | `wind_search_stocks` | `ifind_search_stocks` | `search_stock`（仅关键词） | | 股东/股本结构 | `wind_get_stock_equity_holders` | `ifind_get_stock_shareholders` | — | | 一致预期/估值 | `wind_get_stock_consensus` | — | — | | 风险指标（夏普/Beta/波动率） | `wind_get_risk_metrics` | `ifind_get_risk_indicators` | — | | ESG 评级 | — | `ifind_get_esg_data` | — | | 基金资料/行情/持仓 | `wind_get_fund_*` | `ifind_search_funds` / `ifind_get_fund_*` | `get_fund_data` | | 宏观经济指标 | `wind_get_economic_data` | `ifind_search_edb` → `ifind_get_edb_data` | — | | 债券基本信息 | `wind_get_bond_basicinfo` | `ifind_bond_basic_info` | — | | 债券行情数据 | `wind_get_bond_market_data` | `ifind_bond_market_data` | — | | 港美股基本面 | `wind_get_global_stock_fundamentals` | `ifind_global_stock_financial` | — | | 港美股基本信息 | `wind_get_global_stock_basicinfo` | `ifind_global_stock_profile` | — | | 指数/板块 | `wind_get_index_constituents` | `ifind_index_data` / `ifind_sector_data` | `get_index_data` | | 新闻/公告 | `wind_get_announcements` | `ifind_search_news` / `ifind_search_notice` | `get_stock_news` | | 财经新闻 | `wind_get_financial_news` | `ifind_search_trending_news` | `get_market_headlines` | | 公司公告 | `wind_get_company_announcements` | `ifind_search_notice` | — | | 行业分类/成分股 | `wind_get_index_constituents` | `ifind_sector_data` | `get_industry_stocks` | | 市场概览（涨跌幅榜） | — | — | `get_market_overview` | | 研报搜索 | `wind_search_research` | — | — | | 因子/策略分析 | `wind_factor_analysis` / `wind_backtest` | — | — | | 兜底取数（通用数据查询） | `wind_get_financial_data` | — | — | > **Data Source Mode Switch (env var `IFIND_DATA_SOURCE_MODE`)**: > - `wind-only` (strict): Wind only, error if unavailable > - `wind-fallback` (recommended): Wind preferred, fallback to iFind → AkShare > - `ifind-only` (strict): iFind only, error if unavailable > - `ifind-fallback` (default): iFind preferred, fallback to AkShare > - `akshare-only`: AkShare only, skip Wind/iFind > > Usage: `export IFIND_DATA_SOURCE_MODE=ifind-only` --- ## iFind MCP tools（`mcp__ifind__*`） ### 股票服务 | Tool | Purpose | |------|---------| | `ifind_search_stocks` | 自然语言智能选股 | | `ifind_get_stock_summary` | 股票信息摘要 | | `ifind_get_stock_info` | 基本资料 / 日频行情 / 技术指标 | | `ifind_get_stock_shareholders` | 股本结构与股东 | | `ifind_get_stock_financials` | 财务数据与指标 | | `ifind_get_risk_indicators` | 风险定量指标 | | `ifind_get_stock_events` | 上市公司重大事件 | | `ifind_get_esg_data` | ESG 评级数据 | ### 基金服务 | Tool | Purpose | |------|---------| | `ifind_search_funds` | 基金搜索 | | `ifind_get_fund_profile` | 基金基本资料 | | `ifind_get_fund_market_performance` | 基金行情与业绩 | | `ifind_get_fund_ownership` | 基金份额与持有人 | | `ifind_get_fund_portfolio` | 基金持仓明细 | | `ifind_get_fund_financials` | 基金财务指标 | | `ifind_get_fund_company_info` | 基金公司信息 | ### 宏观经济 / 行业经济指标 | Tool | Purpose | |------|---------| | `ifind_search_edb` | 指标模糊搜索（先搜再查） | | `ifind_get_edb_data` | 指标数据查询 | ### 新闻公告 | Tool | Purpose | |------|---------| | `ifind_search_news` | 新闻资讯语义检索 | | `ifind_search_notice` | 上市公司公告语义检索 | | `ifind_search_trending_news` | 热点事件资讯 | ### 债券 | Tool | Purpose | |------|---------| | `ifind_bond_basic_info` | 债券基本信息 | | `ifind_bond_market_data` | 债券行情与估值 | | `ifind_bond_financial_data` | 发债主体财务 | | `ifind_bond_special_data` | 可转债/信用债特殊条款 | ### 港美股 | Tool | Purpose | |------|---------| | `ifind_search_global_stocks` | 港美股智能选股 | | `ifind_global_stock_profile` | 港美股基本资料 | | `ifind_global_stock_quotes` | 港美股行情 | | `ifind_global_stock_financial` | 港美股财务 | | `ifind_global_stock_events` | 港美股公告事件 | ### 指数板块 | Tool | Purpose | |------|---------| | `ifind_index_data` | 指数行情 / 技术指标 / 估值 | | `ifind_sector_data` | 板块行情 / 成分股分析 | --- ## AkShare MCP tools（`mcp__akshare__*`） | Tool | Purpose | |------|---------| | `search_stock` | Search A-share stocks by code or name | | `get_quote` | Real-time quote (price, PE, PB, market cap) | | `get_historical_data` | OHLCV history (daily/weekly/monthly), forward-adjusted | | `get_financials` | 利润表/资产负债表/现金流量表 | | `get_industry_stocks` | 行业分类 & 成分股 (东方财富行业) | | `get_index_data` | 指数行情 (上证/深证/创业板/科创50) | | `get_stock_info` | 公司基本信息 & 业务范围 | | `get_market_overview` | 涨幅榜/跌幅榜/成交额榜 | | `get_fund_data` | 公募基金/ETF 行情 | The **china-news** MCP server provides: | Tool | Purpose | |------|---------| | `get_stock_news` | 个股新闻 | | `get_market_headlines` | 市场头条 | --- ## Workflow ### 1. Identify the stock/security ```python # iFind — 自然语言选股 ifind_search_stocks(query="电子行业市值大于100亿") # AkShare — 关键词搜索 search_stock(keyword="茅台") ``` ### 2. Pull market data ```python # iFind — 精确财务 ifind_get_stock_financials(query="贵州茅台2024年年报的ROE、ROA、净利润增速") # AkShare — 历史行情 get_historical_data(ticker="600519", start_date="20240101", end_date="20241231", frequency="daily") # AkShare — 财务报表 get_financials(ticker="600519", statement_type="income", period="annual") ``` ### 3. Industry / peer context ```python # iFind — 板块分析 ifind_sector_data(que
Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting standards (CAS), Chinese GAAP differences, and AkShare-sourced financials. Use instead of the original 3-statement-model skill when building integrated IS/BS/CF models for Chinese listed companies.
Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing for fund accounting. Adapted from the original accrual-schedule skill for fund accounting standards. Triggers on "基金应计项目", "应计计提基金", "accrual schedule fund", "NAV accruals", or "accruals [fund]".
Audit financial models and Excel workbooks for A-share analysis. Adapts the original audit-xls skill for Chinese financial modeling standards, CAS conventions, and A-share-specific checks. Triggers on "A股模型审计", "财务模型核查", "audit model China", "audit xlsx", "模型QC", or "check model [company]".
Forensic financial analysis for A-share fund holdings and portfolio companies. Adapts the original break-trace skill for fund administration context and Chinese market standards. Triggers on "基金持仓核查", "持仓异常", "forensic fund analysis China", "持仓质量分析", or "investigate [fund] holdings".
Track upcoming catalysts for A-share coverage universe — earnings dates, regulatory announcements, sector conferences, product launches, and policy events relevant to Chinese equities. Adapted from the original catalyst-calendar skill for A-share market conventions. Triggers on "A股催化剂日历", "事件日历", "财报日历", "earnings calendar A-share", "upcoming catalysts China", or "what's coming up for [company]".
Clean and normalize A-share financial data for modeling. Adapts the original clean-data-xls skill for Chinese financial statements, CAS conventions, and A-share data formats. Triggers on "A股数据清洗", "财务数据清洗", "clean financial data China", "数据清洗", or "normalize financial statements".
Comparable company analysis for A-share equities. Adapts the original comps-analysis skill for Chinese market data sources, A-share trading multiples, and domestic peer selection. Triggers on "A股可比公司", "可比分析", "comps China", "peer comparison A-share", "可比公司分析", or "trading comps [industry]".
Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector.