Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| log_level | No | The logging level for the server. Options typically include DEBUG, INFO, WARNING, ERROR. | INFO |
| data_source | No | The data source mode to use. 'hybrid' (default/recommended) provides smart switching for A-shares, HK, and US stocks. 'baostock' focuses on A-share market data. 'akshare' provides multi-market coverage. | hybrid |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_historical_k_data | Fetches historical K-line (OHLCV) data for a Chinese A-share stock.
Args:
code: The stock code in Baostock format (e.g., 'sh.600000', 'sz.000001').
start_date: Start date in 'YYYY-MM-DD' format.
end_date: End date in 'YYYY-MM-DD' format.
frequency: Data frequency. Valid options (from Baostock):
'd': daily
'w': weekly
'm': monthly
'5': 5 minutes
'15': 15 minutes
'30': 30 minutes
'60': 60 minutes
Defaults to 'd'.
adjust_flag: Adjustment flag for price/volume. Valid options (from Baostock):
'1': Forward adjusted (后复权)
'2': Backward adjusted (前复权)
'3': Non-adjusted (不复权)
Defaults to '3'.
fields: Optional list of specific data fields to retrieve (must be valid Baostock fields).
If None or empty, default fields will be used (e.g., date, code, open, high, low, close, volume, amount, pctChg).
Returns:
A Markdown formatted string containing the K-line data table, or an error message.
The table might be truncated if the result set is too large.
|
| get_stock_basic_info | Fetches basic information for a given Chinese A-share stock.
Args:
code: The stock code in Baostock format (e.g., 'sh.600000', 'sz.000001').
fields: Optional list to select specific columns from the available basic info
(e.g., ['code', 'code_name', 'industry', 'listingDate']).
If None or empty, returns all available basic info columns from Baostock.
Returns:
A Markdown formatted string containing the basic stock information table,
or an error message.
|
| get_dividend_data | Fetches dividend information for a given stock code and year.
Args:
code: The stock code in Baostock format (e.g., 'sh.600000', 'sz.000001').
year: The year to query (e.g., '2023').
year_type: Type of year. Valid options (from Baostock):
'report': Announcement year (预案公告年份)
'operate': Ex-dividend year (除权除息年份)
Defaults to 'report'.
Returns:
A Markdown formatted string containing the dividend data table,
or an error message.
|
| get_adjust_factor_data | Fetches adjustment factor data for a given stock code and date range.
Uses Baostock's "涨跌幅复权算法" factors. Useful for calculating adjusted prices.
Args:
code: The stock code in Baostock format (e.g., 'sh.600000', 'sz.000001').
start_date: Start date in 'YYYY-MM-DD' format.
end_date: End date in 'YYYY-MM-DD' format.
Returns:
A Markdown formatted string containing the adjustment factor data table,
or an error message.
|
| get_latest_trading_date | 获取最近的交易日期。如果当天是交易日，则返回当天日期；否则返回最近的交易日。
Returns:
最近的交易日期，格式为'YYYY-MM-DD'。
|
| get_market_analysis_timeframe | 获取适合市场分析的时间范围，基于当前真实日期而不是训练数据。
这个工具应该在进行市场分析或大盘分析时首先调用，以确保使用最新的实际数据。
Args:
period: 时间范围类型，可选值:
"recent": 最近1-2个月(默认)
"quarter": 最近一个季度
"half_year": 最近半年
"year": 最近一年
Returns:
包含分析时间范围的详细描述字符串，格式为"YYYY年M月-YYYY年M月"。
|
| get_stock_analysis | 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
|
| get_profit_data | Fetches quarterly profitability data (e.g., ROE, net profit margin) for a stock.
Args:
code: The stock code (e.g., 'sh.600000').
year: The 4-digit year (e.g., '2023').
quarter: The quarter (1, 2, 3, or 4).
Returns:
Markdown table with profitability data or an error message.
|
| get_operation_data | Fetches quarterly operation capability data (e.g., turnover ratios) for a stock.
Args:
code: The stock code (e.g., 'sh.600000').
year: The 4-digit year (e.g., '2023').
quarter: The quarter (1, 2, 3, or 4).
Returns:
Markdown table with operation capability data or an error message.
|
| get_growth_data | Fetches quarterly growth capability data (e.g., YOY growth rates) for a stock.
Args:
code: The stock code (e.g., 'sh.600000').
year: The 4-digit year (e.g., '2023').
quarter: The quarter (1, 2, 3, or 4).
Returns:
Markdown table with growth capability data or an error message.
|
| get_balance_data | Fetches quarterly balance sheet / solvency data (e.g., current ratio, debt ratio) for a stock.
Args:
code: The stock code (e.g., 'sh.600000').
year: The 4-digit year (e.g., '2023').
quarter: The quarter (1, 2, 3, or 4).
Returns:
Markdown table with balance sheet data or an error message.
|
| get_cash_flow_data | Fetches quarterly cash flow data (e.g., CFO/Operating Revenue ratio) for a stock.
Args:
code: The stock code (e.g., 'sh.600000').
year: The 4-digit year (e.g., '2023').
quarter: The quarter (1, 2, 3, or 4).
Returns:
Markdown table with cash flow data or an error message.
|
| get_dupont_data | Fetches quarterly DuPont analysis data (ROE decomposition) for a stock.
Args:
code: The stock code (e.g., 'sh.600000').
year: The 4-digit year (e.g., '2023').
quarter: The quarter (1, 2, 3, or 4).
Returns:
Markdown table with DuPont analysis data or an error message.
|
| get_performance_express_report | Fetches performance express reports (业绩快报) for a stock within a date range.
Note: Companies are not required to publish these except in specific cases.
Args:
code: The stock code (e.g., 'sh.600000').
start_date: Start date (for report publication/update) in 'YYYY-MM-DD' format.
end_date: End date (for report publication/update) in 'YYYY-MM-DD' format.
Returns:
Markdown table with performance express report data or an error message.
|
| get_forecast_report | Fetches performance forecast reports (业绩预告) for a stock within a date range.
Note: Companies are not required to publish these except in specific cases.
Args:
code: The stock code (e.g., 'sh.600000').
start_date: Start date (for report publication/update) in 'YYYY-MM-DD' format.
end_date: End date (for report publication/update) in 'YYYY-MM-DD' format.
Returns:
Markdown table with performance forecast report data or an error message.
|
| get_stock_industry | Fetches industry classification for a specific stock or all stocks on a given date.
Args:
code: Optional. The stock code (e.g., 'sh.600000'). If None, fetches for all stocks.
date: Optional. The date in 'YYYY-MM-DD' format. If None, uses the latest available date.
Returns:
Markdown table with industry classification data or an error message.
|
| get_sz50_stocks | Fetches the constituent stocks of the SZSE 50 Index for a given date.
Args:
date: Optional. The date in 'YYYY-MM-DD' format. If None, uses the latest available date.
Returns:
Markdown table with SZSE 50 constituent stocks or an error message.
|
| get_hs300_stocks | Fetches the constituent stocks of the CSI 300 Index for a given date.
Args:
date: Optional. The date in 'YYYY-MM-DD' format. If None, uses the latest available date.
Returns:
Markdown table with CSI 300 constituent stocks or an error message.
|
| get_zz500_stocks | Fetches the constituent stocks of the CSI 500 Index for a given date.
Args:
date: Optional. The date in 'YYYY-MM-DD' format. If None, uses the latest available date.
Returns:
Markdown table with CSI 500 constituent stocks or an error message.
|
| get_trade_dates | Fetches trading dates information within a specified range.
Args:
start_date: Optional. Start date in 'YYYY-MM-DD' format. Defaults to 2015-01-01 if None.
end_date: Optional. End date in 'YYYY-MM-DD' format. Defaults to the current date if None.
Returns:
Markdown table indicating whether each date in the range was a trading day (1) or not (0).
|
| get_all_stock | Fetches a list of all stocks (A-shares and indices) and their trading status for a given date.
Args:
date: Optional. The date in 'YYYY-MM-DD' format. If None, uses the current date.
Returns:
Markdown table listing stock codes, names, and their trading status (1=trading, 0=suspended).
|
| get_deposit_rate_data | Fetches benchmark deposit rates (活期, 定期) within a date range.
Args:
start_date: Optional. Start date in 'YYYY-MM-DD' format.
end_date: Optional. End date in 'YYYY-MM-DD' format.
Returns:
Markdown table with deposit rate data or an error message.
|
| get_loan_rate_data | Fetches benchmark loan rates (贷款利率) within a date range.
Args:
start_date: Optional. Start date in 'YYYY-MM-DD' format.
end_date: Optional. End date in 'YYYY-MM-DD' format.
Returns:
Markdown table with loan rate data or an error message.
|
| get_required_reserve_ratio_data | Fetches required reserve ratio data (存款准备金率) within a date range.
Args:
start_date: Optional. Start date in 'YYYY-MM-DD' format.
end_date: Optional. End date in 'YYYY-MM-DD' format.
year_type: Optional. Year type for date filtering. '0' for announcement date (公告日期, default),
'1' for effective date (生效日期).
Returns:
Markdown table with required reserve ratio data or an error message.
|
| get_money_supply_data_month | Fetches monthly money supply data (M0, M1, M2) within a date range.
Args:
start_date: Optional. Start date in 'YYYY-MM' format.
end_date: Optional. End date in 'YYYY-MM' format.
Returns:
Markdown table with monthly money supply data or an error message.
|
| get_money_supply_data_year | Fetches yearly money supply data (M0, M1, M2 - year end balance) within a date range.
Args:
start_date: Optional. Start year in 'YYYY' format.
end_date: Optional. End year in 'YYYY' format.
Returns:
Markdown table with yearly money supply data or an error message.
|
| get_shibor_data | Fetches SHIBOR (Shanghai Interbank Offered Rate) data within a date range.
Args:
start_date: Optional. Start date in 'YYYY-MM-DD' format.
end_date: Optional. End date in 'YYYY-MM-DD' format.
Returns:
Markdown table with SHIBOR data or an error message.
|
| get_hk_historical_k_data | 获取港股历史K线数据
Args:
code: 港股代码 (如 'hk.00700' 表示腾讯)
start_date: 开始日期 'YYYY-MM-DD'
end_date: 结束日期 'YYYY-MM-DD'
frequency: 数据频率，默认'd'(日线)
fields: 可选的字段列表
Returns:
Markdown格式的K线数据表格 |
| get_hk_stock_basic_info | 获取港股基本信息
Args:
code: 港股代码 (如 'hk.00700' 表示腾讯)
fields: 可选的字段列表
Returns:
Markdown格式的基本信息表格 |
| get_hk_stock_realtime_data | 获取港股实时行情数据
Args:
code: 港股代码 (如 'hk.00700' 表示腾讯)
Returns:
Markdown格式的实时行情数据 |
| get_popular_hk_stocks | 获取热门港股列表
Args:
limit: 返回的股票数量限制，默认20
Returns:
Markdown格式的热门港股列表 |
| search_hk_stocks | 搜索港股股票
Args:
keyword: 搜索关键词 (股票名称或代码)
Returns:
Markdown格式的搜索结果 |
| get_hk_profit_data | 获取港股季度盈利能力数据 (如ROE、净利润率等)
Args:
code: 港股代码 (如 'hk.00700')
year: 4位年份 (如 '2023')
quarter: 季度 (1, 2, 3, 或 4)
Returns:
Markdown格式的盈利能力数据表格或错误信息 |
| get_hk_operation_data | 获取港股季度运营能力数据 (如周转率等)
Args:
code: 港股代码 (如 'hk.00700')
year: 4位年份 (如 '2023')
quarter: 季度 (1, 2, 3, 或 4)
Returns:
Markdown格式的运营能力数据表格或错误信息 |
| get_hk_growth_data | 获取港股季度成长能力数据 (如同比增长率等)
Args:
code: 港股代码 (如 'hk.00700')
year: 4位年份 (如 '2023')
quarter: 季度 (1, 2, 3, 或 4)
Returns:
Markdown格式的成长能力数据表格或错误信息 |
| get_hk_balance_data | 获取港股季度资产负债表/偿债能力数据 (如流动比率、负债率等)
Args:
code: 港股代码 (如 'hk.00700')
year: 4位年份 (如 '2023')
quarter: 季度 (1, 2, 3, 或 4)
Returns:
Markdown格式的资产负债表数据表格或错误信息 |
| get_hk_cash_flow_data | 获取港股季度现金流数据 (如经营现金流/营业收入比率等)
Args:
code: 港股代码 (如 'hk.00700')
year: 4位年份 (如 '2023')
quarter: 季度 (1, 2, 3, 或 4)
Returns:
Markdown格式的现金流数据表格或错误信息 |
| get_hk_dupont_data | 获取港股季度杜邦分析数据 (ROE分解)
Args:
code: 港股代码 (如 'hk.00700')
year: 4位年份 (如 '2023')
quarter: 季度 (1, 2, 3, 或 4)
Returns:
Markdown格式的杜邦分析数据表格或错误信息 |
| get_hk_dividend_data | 获取港股分红信息
Args:
code: 港股代码 (如 'hk.00700')
year: 年份 (如 '2023')
Returns:
Markdown格式的分红数据表格或错误信息 |
| get_hk_stock_analysis | 提供基于数据的港股分析报告，而非投资建议
Args:
code: 港股代码，如'hk.00700'
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 |
| get_us_historical_k_data | 获取美股历史K线数据
Args:
code: 美股代码 (如 'us.AAPL' 表示苹果公司)
start_date: 开始日期 'YYYY-MM-DD'
end_date: 结束日期 'YYYY-MM-DD'
frequency: 数据频率，默认'd'(日线)
fields: 可选的字段列表
Returns:
Markdown格式的K线数据表格
|
| get_us_stock_basic_info | 获取美股基本信息
Args:
code: 美股代码 (如 'us.AAPL' 表示苹果公司)
fields: 可选的字段列表
Returns:
Markdown格式的基本信息表格
|
| get_us_stock_realtime_data | 获取美股实时行情数据
Args:
code: 美股代码 (如 'us.AAPL' 表示苹果公司)
Returns:
Markdown格式的实时行情数据
|
| get_popular_us_stocks | 获取热门美股列表
Returns:
Markdown格式的热门美股列表
|
| search_us_stocks | 搜索美股股票
Args:
keyword: 搜索关键词（股票名称或代码）
Returns:
Markdown格式的搜索结果
|
| get_us_market_indices | 获取美股主要指数信息
Returns:
Markdown格式的美股指数列表
|
| get_us_sector_performance | 获取美股行业表现
Returns:
Markdown格式的行业表现数据
|
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |