"""
Analysis tools for MCP server.
Contains tools for generating stock analysis reports.
"""
import logging
from datetime import datetime, timedelta
from mcp.server.fastmcp import FastMCP
from src.data_source_interface import FinancialDataSource
from src.formatting.markdown_formatter import format_df_to_markdown
logger = logging.getLogger(__name__)
def register_analysis_tools(app: FastMCP, active_data_source: FinancialDataSource):
"""
Register analysis tools with the MCP app.
Args:
app: The FastMCP app instance
active_data_source: The active financial data source
"""
@app.tool()
def get_stock_analysis(code: str, analysis_type: str = "fundamental") -> str:
"""
提供基于数据的股票分析报告,而非投资建议。
Args:
code: 股票代码,如'sh.600000'
analysis_type: 分析类型,可选'fundamental'(基本面)、'technical'(技术面)或'comprehensive'(综合)
Returns:
数据驱动的分析报告,包含关键财务指标、历史表现和同行业比较
"""
logger.info(
f"Tool 'get_stock_analysis' called for {code}, type={analysis_type}")
# 收集多个维度的实际数据
try:
# 获取基本信息
basic_info = active_data_source.get_stock_basic_info(code=code)
# 根据分析类型获取不同数据
if analysis_type in ["fundamental", "comprehensive"]:
# 获取最近一个季度财务数据
recent_year = datetime.now().strftime("%Y")
recent_quarter = (datetime.now().month - 1) // 3 + 1
if recent_quarter < 1: # 处理年初可能出现的边界情况
recent_year = str(int(recent_year) - 1)
recent_quarter = 4
profit_data = active_data_source.get_profit_data(
code=code, year=recent_year, quarter=recent_quarter)
growth_data = active_data_source.get_growth_data(
code=code, year=recent_year, quarter=recent_quarter)
balance_data = active_data_source.get_balance_data(
code=code, year=recent_year, quarter=recent_quarter)
dupont_data = active_data_source.get_dupont_data(
code=code, year=recent_year, quarter=recent_quarter)
if analysis_type in ["technical", "comprehensive"]:
# 获取历史价格
end_date = datetime.now().strftime("%Y-%m-%d")
start_date = (datetime.now() - timedelta(days=180)
).strftime("%Y-%m-%d")
price_data = active_data_source.get_historical_k_data(
code=code, start_date=start_date, end_date=end_date
)
# 构建客观的数据分析报告
report = f"# {basic_info['code_name'].values[0] if not basic_info.empty else code} 数据分析报告\n\n"
report += "## 免责声明\n本报告基于公开数据生成,仅供参考,不构成投资建议。投资决策需基于个人风险承受能力和研究。\n\n"
# 添加行业信息
if not basic_info.empty:
report += f"## 公司基本信息\n"
report += f"- 股票代码: {code}\n"
report += f"- 股票名称: {basic_info['code_name'].values[0]}\n"
report += f"- 所属行业: {basic_info['industry'].values[0] if 'industry' in basic_info.columns else '未知'}\n"
report += f"- 上市日期: {basic_info['ipoDate'].values[0] if 'ipoDate' in basic_info.columns else '未知'}\n\n"
# 添加基本面分析
if analysis_type in ["fundamental", "comprehensive"] and not profit_data.empty:
report += f"## 基本面指标分析 ({recent_year}年第{recent_quarter}季度)\n\n"
# 盈利能力
report += "### 盈利能力指标\n"
if not profit_data.empty and 'roeAvg' in profit_data.columns:
roe = profit_data['roeAvg'].values[0]
report += f"- ROE(净资产收益率): {roe}%\n"
if not profit_data.empty and 'npMargin' in profit_data.columns:
npm = profit_data['npMargin'].values[0]
report += f"- 销售净利率: {npm}%\n"
# 成长能力
if not growth_data.empty:
report += "\n### 成长能力指标\n"
if 'YOYEquity' in growth_data.columns:
equity_growth = growth_data['YOYEquity'].values[0]
report += f"- 净资产同比增长: {equity_growth}%\n"
if 'YOYAsset' in growth_data.columns:
asset_growth = growth_data['YOYAsset'].values[0]
report += f"- 总资产同比增长: {asset_growth}%\n"
if 'YOYNI' in growth_data.columns:
ni_growth = growth_data['YOYNI'].values[0]
report += f"- 净利润同比增长: {ni_growth}%\n"
# 偿债能力
if not balance_data.empty:
report += "\n### 偿债能力指标\n"
if 'currentRatio' in balance_data.columns:
current_ratio = balance_data['currentRatio'].values[0]
report += f"- 流动比率: {current_ratio}\n"
if 'assetLiabRatio' in balance_data.columns:
debt_ratio = balance_data['assetLiabRatio'].values[0]
report += f"- 资产负债率: {debt_ratio}%\n"
# 添加技术面分析
if analysis_type in ["technical", "comprehensive"] and not price_data.empty:
report += "## 技术面分析\n\n"
# 计算简单的技术指标
# 假设price_data已经按日期排序
if 'close' in price_data.columns and len(price_data) > 1:
latest_price = price_data['close'].iloc[-1]
start_price = price_data['close'].iloc[0]
price_change = (
(float(latest_price) / float(start_price)) - 1) * 100
report += f"- 最新收盘价: {latest_price}\n"
report += f"- 6个月价格变动: {price_change:.2f}%\n"
# 计算简单的均线
if len(price_data) >= 20:
ma20 = price_data['close'].astype(
float).tail(20).mean()
report += f"- 20日均价: {ma20:.2f}\n"
if float(latest_price) > ma20:
report += f" (当前价格高于20日均线 {((float(latest_price)/ma20)-1)*100:.2f}%)\n"
else:
report += f" (当前价格低于20日均线 {((ma20/float(latest_price))-1)*100:.2f}%)\n"
# 添加行业比较分析
try:
if not basic_info.empty and 'industry' in basic_info.columns:
industry = basic_info['industry'].values[0]
industry_stocks = active_data_source.get_stock_industry(
date=None)
if not industry_stocks.empty:
same_industry = industry_stocks[industry_stocks['industry'] == industry]
report += f"\n## 行业比较 ({industry})\n"
report += f"- 同行业股票数量: {len(same_industry)}\n"
# 这里可以添加更多行业比较数据
except Exception as e:
logger.warning(f"获取行业比较数据失败: {e}")
report += "\n## 数据解读建议\n"
report += "- 以上数据仅供参考,建议结合公司公告、行业趋势和宏观环境进行综合分析\n"
report += "- 个股表现受多种因素影响,历史数据不代表未来表现\n"
report += "- 投资决策应基于个人风险承受能力和投资目标\n"
logger.info(f"成功生成{code}的分析报告")
return report
except Exception as e:
logger.exception(f"分析生成失败 for {code}: {e}")
return f"分析生成失败: {e}"