Financial Report Generator MCP Server

import { create } from 'zustand'; import { AppState, Company, FinancialReport } from '../lib/types'; import { COMPANIES } from '../lib/constants'; import { MOCK_FINANCIAL_DATA, MOCK_PRICE_DATA, MOCK_REVENUE_SEGMENTS, MOCK_COMPETITOR_DATA } from '../lib/mock-data'; // 生成AI洞察 const generateAIInsights = (company: Company, reportType: string): string[] => { const baseInsights = [ `${company.name} 在 ${company.industry} 领域保持领先地位，市场份额稳定增长。`, `基于AI模型分析，该公司的财务健康状况良好，现金流稳定。`, `风险评估显示，当前宏观经济环境对该股票影响有限。`, `技术指标表明，股价在近期可能出现上涨趋势。`, `建议关注该公司的创新能力和市场扩张战略。` ]; // 根据报告类型生成特定的洞察 const typeSpecificInsights: Record<string, string[]> = { comprehensive: [ `综合分析显示，${company.name} 在多个维度表现均衡，具有长期投资价值。`, `公司治理结构完善，管理层执行力强，战略规划清晰。`, `行业地位稳固，竞争优势明显，护城河效应显著。`, `财务指标健康，各项比率均在行业平均水平之上。`, `未来增长潜力巨大，特别是在新兴技术领域。` ], financial: [ `财务分析表明，${company.name} 的盈利能力持续改善。`, `毛利率和净利率保持在行业领先水平，成本控制有效。`, `资产负债结构合理，偿债能力强，财务风险较低。`, `现金流充裕，能够支持未来的投资和扩张计划。`, `财务透明度高，信息披露及时准确。` ], investment: [ `投资分析显示，${company.name} 当前估值相对合理。`, `基于DCF模型，公司内在价值高于当前市场价格。`, `技术面和基本面共振，买入时机较好。`, `风险收益比具有吸引力，适合中长期投资。`, `建议分批建仓，关注关键支撑位。` ] }; const insights = typeSpecificInsights[reportType] || baseInsights; return insights.slice(0, 3 + Math.floor(Math.random() * 2)); }; // 生成投资评级 const generateInvestmentRating = (reportType: string): FinancialReport['investmentRating'] => { const ratings: FinancialReport['investmentRating'][] = ['Strong Buy', 'Buy', 'Hold', 'Sell', 'Strong Sell']; // 根据报告类型调整评级权重 let weights: number[]; switch (reportType) { case 'comprehensive': weights = [0.4, 0.35, 0.2, 0.04, 0.01]; // 综合分析偏向正面 break; case 'financial': weights = [0.3, 0.4, 0.25, 0.04, 0.01]; // 财务分析更保守 break; case 'investment': weights = [0.5, 0.3, 0.15, 0.04, 0.01]; // 投资建议更积极 break; default: weights = [0.3, 0.35, 0.25, 0.08, 0.02]; } let random = Math.random(); for (let i = 0; i < ratings.length; i++) { random -= weights[i]; if (random <= 0) return ratings[i]; } return 'Hold'; }; // 生成目标价格 const generateTargetPrice = (currentPrice: number, reportType: string): number => { let volatility: number; switch (reportType) { case 'comprehensive': volatility = 0.15; // 综合分析波动较小 break; case 'financial': volatility = 0.12; // 财务分析更保守 break; case 'investment': volatility = 0.25; // 投资建议波动较大 break; default: volatility = 0.2; } // 根据报告类型调整价格方向 let direction: number; switch (reportType) { case 'comprehensive': direction = 0.05; // 综合分析略微看涨 break; case 'financial': direction = 0.02; // 财务分析中性偏涨 break; case 'investment': direction = 0.15; // 投资建议更看涨 break; default: direction = 0.1; } return currentPrice * (1 + direction + (Math.random() - 0.5) * volatility); }; // 生成风险等级 const generateRiskLevel = (reportType: string): 'Low' | 'Medium' | 'High' => { const riskWeights: Record<string, [number, number, number]> = { comprehensive: [0.4, 0.4, 0.2], // 综合分析风险分布均匀 financial: [0.5, 0.35, 0.15], // 财务分析偏向低风险 investment: [0.3, 0.4, 0.3] // 投资建议风险分布更广 }; const weights = riskWeights[reportType] || [0.4, 0.4, 0.2]; const random = Math.random(); if (random < weights[0]) return 'Low'; if (random < weights[0] + weights[1]) return 'Medium'; return 'High'; }; export const useFinancialStore = create<AppState>((set, get) => ({ // 初始状态 selectedCompany: COMPANIES[0], companies: COMPANIES, financialData: MOCK_FINANCIAL_DATA, priceData: MOCK_PRICE_DATA, revenueSegments: MOCK_REVENUE_SEGMENTS, competitorData: MOCK_COMPETITOR_DATA, reports: [], loading: false, theme: 'dark', timeframe: '1Y', // 设置选中的公司 setSelectedCompany: (company: Company) => { if (company && company.symbol && typeof company.symbol === 'string') { console.log('Setting selected company:', company); set({ selectedCompany: company }); } else { console.warn('Invalid company data:', company); } }, // 设置时间范围 setTimeframe: (timeframe: AppState['timeframe']) => { set({ timeframe }); }, // 设置主题 setTheme: (theme: AppState['theme']) => { set({ theme }); // 应用主题到文档 if (typeof document !== 'undefined') { document.documentElement.className = theme; } }, // 设置加载状态 setLoading: (loading: boolean) => { set({ loading }); }, // 生成报告 generateReport: async (reportType: FinancialReport['reportType']) => { const { selectedCompany, financialData } = get(); set({ loading: true }); try { // 模拟AI处理时间 await new Promise(resolve => setTimeout(resolve, 2000 + Math.random() * 3000)); const metrics = financialData[selectedCompany.symbol]; if (!metrics) { throw new Error(`No financial data for ${selectedCompany.symbol}`); } const newReport: FinancialReport = { id: `report_${Date.now()}_${Math.random().toString(36).substr(2, 9)}`, company: selectedCompany, reportType, generatedAt: new Date(), aiInsights: generateAIInsights(selectedCompany, reportType), investmentRating: generateInvestmentRating(reportType), targetPrice: generateTargetPrice(metrics.currentPrice, reportType), riskLevel: generateRiskLevel(reportType), timeframe: get().timeframe }; set(state => ({ reports: [newReport, ...state.reports], loading: false })); } catch (error) { console.error('Failed to generate report:', error); set({ loading: false }); } }, // 获取当前财务数据 getCurrentFinancialData: () => { const { selectedCompany, financialData } = get(); if (!selectedCompany?.symbol || !financialData) return null; return financialData[selectedCompany.symbol] || null; }, // 获取当前价格数据 getCurrentPriceData: () => { const { selectedCompany, priceData } = get(); if (!selectedCompany?.symbol || !priceData) return null; return priceData[selectedCompany.symbol] || null; }, // 获取当前收入分段数据 getCurrentRevenueSegments: () => { const { selectedCompany, revenueSegments } = get(); if (!selectedCompany?.symbol || !revenueSegments) return null; return revenueSegments[selectedCompany.symbol] || null; }, // 获取当前竞争对手数据 getCurrentCompetitorData: () => { const { selectedCompany, competitorData } = get(); if (!selectedCompany?.symbol || !competitorData) return null; return competitorData[selectedCompany.symbol] || null; } }));