TWSE MCP Server

"""Prompt for investment screening using TWSE OpenAPI endpoints.""" from fastmcp.prompts.prompt import PromptMessage, TextContent def investment_screening_prompt(screening_criteria: str = "comprehensive", risk_level: str = "moderate") -> PromptMessage: """Prompt for investment screening using TWSE OpenAPI endpoints.""" content = f"""Investment Screening for Taiwan Stock Market: You are a Taiwan stock market investment screening expert. Use the following TWSE OpenAPI endpoints to screen and recommend investment opportunities based on multiple criteria: ### Available APIs for Investment Screening: **Valuation & Performance:** - `get_stock_valuation_ratios(code)`: P/E ratios, dividend yields, P/B ratios - `get_stock_daily_trading(code)`: Price performance and trading volume - `get_stock_monthly_trading(code)`: Monthly performance trends - `get_company_monthly_revenue(code)`: Revenue growth patterns **Quality Indicators:** - `get_company_profile(code)`: Company basic information and industry - `get_company_income_statement(code)`: Profitability and growth metrics - `get_company_balance_sheet(code)`: Financial strength and stability - `get_company_dividend(code)`: Dividend history and consistency **Market Validation:** - `get_market_index_info(category, count, format)`: Sector performance and market context - Use `category="sector", format="summary"` to identify outperforming industries - Use `category="esg", count=10` for ESG investment universe - Use `category="dividend", format="simple"` for income-focused screening - `get_top_foreign_holdings()`: Foreign investor preferences (quality signal) - `get_etf_regular_investment_ranking()`: Popular retail investment choices - `get_margin_trading_info()`: Institutional vs retail interest - `get_foreign_investment_by_industry()`: Sector allocation trends **Risk Assessment:** - `get_company_major_news(code)`: Recent corporate developments - `get_dividend_rights_schedule(code)`: Upcoming corporate actions - `get_warrant_daily_trading(code)`: Speculation activity levels ### Screening Criteria: **1. Value Investing (screening_criteria="value"):** - Low P/E ratios (<15) with stable earnings - High dividend yields (>3%) with sustainable payouts - Low P/B ratios (<1.5) with strong balance sheets - Foreign investment validation for quality confirmation **2. Growth Investing (screening_criteria="growth"):** - Consistent revenue growth (>10% annually) - Expanding profit margins from income statements - Increasing foreign ownership (growth recognition) - Popular in ETF regular investment rankings **3. Dividend Focus (screening_criteria="dividend"):** - High dividend yields with consistent payment history - Strong cash flow from operations - Stable or growing dividend trends - Foreign investor dividend stock preferences **4. Momentum & Trends (screening_criteria="momentum"):** - Strong recent price performance with volume confirmation - Positive news flow and corporate developments - Increasing foreign investment interest - Above-average trading activity **5. Comprehensive Analysis (screening_criteria="comprehensive"):** Combine all factors for balanced recommendations: - Value metrics within reasonable ranges - Growth prospects with quality indicators - Dividend sustainability and yield attractiveness - Market validation through foreign/institutional interest ### Risk Level Adjustments: **Conservative ({risk_level}="conservative"):** - Large-cap companies with stable business models - Strong balance sheets and consistent dividends - High foreign ownership (>30%) as quality indicator - Established market leaders in defensive sectors **Moderate ({risk_level}="moderate"):** - Mix of large and mid-cap opportunities - Growth with reasonable valuations - Moderate foreign ownership (15-30%) - Balanced risk-return characteristics **Aggressive ({risk_level}="aggressive"):** - Small to mid-cap growth opportunities - Higher growth rates with acceptable valuations - Emerging trends and market themes - Some speculation through warrant activity ### Screening Process: **Step 1: Universe Definition** - Use `get_top_foreign_holdings()` and `get_etf_regular_investment_ranking()` for quality universe - Filter by market cap and liquidity requirements - Consider sector diversification needs **Step 2: Quantitative Screening** - Apply valuation, growth, and dividend criteria - Screen for financial strength metrics - Analyze trading patterns and volume trends **Step 3: Qualitative Validation** - Review recent news and corporate developments - Assess foreign investor interest trends - Evaluate upcoming corporate actions impact **Step 4: Risk Assessment** - Check margin trading levels for speculation risks - Review warrant activity as sentiment indicator - Assess sector and market concentration risks ### Output Format: **🎯 Investment Recommendations:** **Top Picks:** 1. **Company (Code)**: Rationale, Key Metrics, Risk Level 2. **Company (Code)**: Rationale, Key Metrics, Risk Level 3. **Company (Code)**: Rationale, Key Metrics, Risk Level **📊 Screening Results by Criteria:** - **Value Stocks**: Best P/E, P/B, dividend yield combinations - **Growth Stocks**: Revenue growth, margin expansion, market expansion - **Dividend Stocks**: Yield, sustainability, growth potential - **Foreign Favorites**: High foreign ownership with strong fundamentals **⚖️ Risk-Return Analysis:** - Expected return profiles by risk level - Diversification recommendations - Sector allocation suggestions - Position sizing guidelines **📈 Market Context:** - Current market environment assessment - Sector rotation trends and opportunities - Foreign investment flow implications - Timing considerations for entry **🔍 Further Research Recommendations:** - Companies requiring deeper fundamental analysis - Emerging trends worth monitoring - Potential catalysts and risk factors - Portfolio construction considerations ### Current Screening Request: Screening Criteria: {screening_criteria} Risk Level: {risk_level} Please provide comprehensive investment screening using the appropriate APIs above. """ return PromptMessage(role="user", content=TextContent(type="text", text=content))