get_forecast_report

Retrieve earnings forecast reports for A-share stocks within specified date ranges to analyze financial projections and support investment decisions.

Instructions

Earnings forecast report within date range.

Input Schema

TableJSON Schema

Name	Required	Default
`code`	Yes
`start_date`	Yes
`end_date`	Yes
`limit`	No
`format`	No	markdown

Implementation Reference

mcp_server.py:52-52 (registration)
Explicit registration call for the financial_reports tools module, which includes the get_forecast_report tool.
```
register_financial_report_tools(app, active_data_source)
```

src/tools/financial_reports.py:89-97 (handler)

The handler function for the 'get_forecast_report' tool. Decorated with @app.tool(), it wraps the use case execution with standardized error handling and logging.

@app.tool()
def get_forecast_report(code: str, start_date: str, end_date: str, limit: int = 250, format: str = "markdown") -> str:
    """Earnings forecast report within date range."""
    return run_tool_with_handling(
        lambda: fetch_forecast_report(
            active_data_source, code=code, start_date=start_date, end_date=end_date, limit=limit, format=format
        ),
        context=f"get_forecast_report:{code}:{start_date}-{end_date}",
    )

src/use_cases/financial_reports.py:77-81 (helper)

Helper function that fetches the forecast report data from the data source and formats it for output.

def fetch_forecast_report(data_source: FinancialDataSource, *, code: str, start_date: str, end_date: str, limit: int, format: str) -> str:
    validate_output_format(format)
    df = data_source.get_forecast_report(code=code, start_date=start_date, end_date=end_date)
    meta = {"code": code, "start_date": start_date, "end_date": end_date, "dataset": "Forecast"}
    return format_table_output(df, format=format, max_rows=limit, meta=meta)

src/baostock_data_source.py:481-525 (helper)

Core implementation of the data source method that queries the Baostock API for forecast reports, handles pagination and errors, and returns a DataFrame.

def get_forecast_report(self, code: str, start_date: str, end_date: str) -> pd.DataFrame:
    """Fetches performance forecast reports (业绩预告) using Baostock."""
    logger.info(
        f"Fetching Performance Forecast Report for {code} ({start_date} to {end_date})")
    try:
        with baostock_login_context():
            rs = bs.query_forecast_report(
                code=code, start_date=start_date, end_date=end_date)
            # Note: Baostock docs mention pagination for this, but the Python API doesn't seem to expose it directly.
            # We fetch all available pages in the loop below.

            if rs.error_code != '0':
                logger.error(
                    f"Baostock API error (Forecast) for {code}: {rs.error_msg} (code: {rs.error_code})")
                if "no record found" in rs.error_msg.lower() or rs.error_code == '10002':
                    raise NoDataFoundError(
                        f"No performance forecast report found for {code} in range {start_date}-{end_date}. Baostock msg: {rs.error_msg}")
                else:
                    raise DataSourceError(
                        f"Baostock API error fetching performance forecast report: {rs.error_msg} (code: {rs.error_code})")

            data_list = []
            while rs.next():  # Loop should handle pagination implicitly if rs manages it
                data_list.append(rs.get_row_data())

            if not data_list:
                logger.warning(
                    f"No performance forecast report found for {code} in range {start_date}-{end_date} (empty result set).")
                raise NoDataFoundError(
                    f"No performance forecast report found for {code} in range {start_date}-{end_date} (empty result set).")

            result_df = pd.DataFrame(data_list, columns=rs.fields)
            logger.info(
                f"Retrieved {len(result_df)} performance forecast report records for {code}.")
            return result_df

    except (LoginError, NoDataFoundError, DataSourceError, ValueError) as e:
        logger.warning(
            f"Caught known error fetching performance forecast report for {code}: {type(e).__name__}")
        raise e
    except Exception as e:
        logger.exception(
            f"Unexpected error fetching performance forecast report for {code}: {e}")
        raise DataSourceError(
            f"Unexpected error fetching performance forecast report for {code}: {e}")

src/data_source_interface.py:162-164 (schema)
Interface definition specifying the signature for the get_forecast_report method in the FinancialDataSource.
```
@abstractmethod
def get_forecast_report(self, code: str, start_date: str, end_date: str) -> pd.DataFrame:
    pass
```

A Share MCP