china-market-data

Research

Query A-share and Chinese financial market data via multiple data sources. Tier-1 paid source is iFind (同花顺, covers stocks/funds/macro/bonds/HK-US/ESG/index-sectors). Tier-2 free source is AkShare (行情/财报/行业/指数). Use whenever the agent needs Chinese financial data — compatible with 沪深 A 股, 科创板, 创业板, 北交所, and 港股通 stocks.

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Source SKILL.md: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/agent-plugins/china-earnings-reviewer/skills/china-market-data/SKILL.md

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china-market-data

Data sources (multi-tier)

Tier 0 — 万得 Wind（最全面付费数据）

覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
MCP 服务：wind-mcp（需 WIND_API_KEY 密钥，以 ak_ 开头）
优势：全市场覆盖面最广、数据最全面、包含研报和量化分析
密钥申请：https://aifinmarket.wind.com.cn/#/home

Tier 1 — 同花顺 iFind（付费精确数据）

覆盖：股票、基金、宏观经济、新闻公告、债券、港美股、指数板块
MCP 服务：ifind-mcp（需 IFIND_AUTH_TOKEN 密钥）
优势：精确财务数据、一致预期、ESG评级、债券详情、港美股、宏观行业指标
并发限制：免费版 2/s，个人版 5/s，企业版 10/s

Tier 2 — AkShare（免费开源数据）

覆盖：A 股行情、财报、行业分类、指数
MCP 服务：akshare-mcp（无需密钥，直接启动）
优势：无并发限制，适合高频批量查询

Tier 3 — 新闻公告（免费）

MCP 服务：china-news-mcp
覆盖：个股新闻、市场头条

数据源优先级策略

场景	Wind (Tier-0)	iFind (Tier-1 首选)	AkShare (Tier-2 备选)
股票财务报表（利润表/资产负债表）	`wind_get_stock_fundamentals`	`ifind_get_stock_financials`	`get_financials`
股票基本面/行情	`wind_get_stock_basicinfo`	`ifind_get_stock_info`	`get_stock_info` / `get_quote`
股票行情快照（实时行情）	`wind_get_stock_price_indicators`	`ifind_get_stock_info`	`get_quote`
股票K线（OHLCV历史）	`wind_get_stock_kline`	—	`get_historical_data`
股票技术指标	`wind_get_stock_technicals`	—	—
智能选股	`wind_search_stocks`	`ifind_search_stocks`	`search_stock`（仅关键词）
股东/股本结构	`wind_get_stock_equity_holders`	`ifind_get_stock_shareholders`	—
一致预期/估值	`wind_get_stock_consensus`	—	—
风险指标（夏普/Beta/波动率）	`wind_get_risk_metrics`	`ifind_get_risk_indicators`	—
ESG 评级	—	`ifind_get_esg_data`	—
基金资料/行情/持仓	`wind_get_fund_*`	`ifind_search_funds` / `ifind_get_fund_*`	`get_fund_data`
宏观经济指标	`wind_get_economic_data`	`ifind_search_edb` → `ifind_get_edb_data`	—
债券基本信息	`wind_get_bond_basicinfo`	`ifind_bond_basic_info`	—
债券行情数据	`wind_get_bond_market_data`	`ifind_bond_market_data`	—
港美股基本面	`wind_get_global_stock_fundamentals`	`ifind_global_stock_financial`	—
港美股基本信息	`wind_get_global_stock_basicinfo`	`ifind_global_stock_profile`	—
指数/板块	`wind_get_index_constituents`	`ifind_index_data` / `ifind_sector_data`	`get_index_data`
新闻/公告	`wind_get_announcements`	`ifind_search_news` / `ifind_search_notice`	`get_stock_news`
财经新闻	`wind_get_financial_news`	`ifind_search_trending_news`	`get_market_headlines`
公司公告	`wind_get_company_announcements`	`ifind_search_notice`	—
行业分类/成分股	`wind_get_index_constituents`	`ifind_sector_data`	`get_industry_stocks`
市场概览（涨跌幅榜）	—	—	`get_market_overview`
研报搜索	`wind_search_research`	—	—
因子/策略分析	`wind_factor_analysis` / `wind_backtest`	—	—
兜底取数（通用数据查询）	`wind_get_financial_data`	—	—

Data Source Mode Switch (env var IFIND_DATA_SOURCE_MODE):

wind-only (strict): Wind only, error if unavailable

wind-fallback (recommended): Wind preferred, fallback to iFind → AkShare

ifind-only (strict): iFind only, error if unavailable

ifind-fallback (default): iFind preferred, fallback to AkShare

akshare-only: AkShare only, skip Wind/iFind

Usage: export IFIND_DATA_SOURCE_MODE=ifind-only

iFind MCP tools（`mcpifind*`）

股票服务

Tool	Purpose
`ifind_search_stocks`	自然语言智能选股
`ifind_get_stock_summary`	股票信息摘要
`ifind_get_stock_info`	基本资料 / 日频行情 / 技术指标
`ifind_get_stock_shareholders`	股本结构与股东
`ifind_get_stock_financials`	财务数据与指标
`ifind_get_risk_indicators`	风险定量指标
`ifind_get_stock_events`	上市公司重大事件
`ifind_get_esg_data`	ESG 评级数据

基金服务

Tool	Purpose
`ifind_search_funds`	基金搜索
`ifind_get_fund_profile`	基金基本资料
`ifind_get_fund_market_performance`	基金行情与业绩
`ifind_get_fund_ownership`	基金份额与持有人
`ifind_get_fund_portfolio`	基金持仓明细
`ifind_get_fund_financials`	基金财务指标
`ifind_get_fund_company_info`	基金公司信息

宏观经济 / 行业经济指标

Tool	Purpose
`ifind_search_edb`	指标模糊搜索（先搜再查）
`ifind_get_edb_data`	指标数据查询

新闻公告

Tool	Purpose
`ifind_search_news`	新闻资讯语义检索
`ifind_search_notice`	上市公司公告语义检索
`ifind_search_trending_news`	热点事件资讯

债券

Tool	Purpose
`ifind_bond_basic_info`	债券基本信息
`ifind_bond_market_data`	债券行情与估值
`ifind_bond_financial_data`	发债主体财务
`ifind_bond_special_data`	可转债/信用债特殊条款

港美股

Tool	Purpose
`ifind_search_global_stocks`	港美股智能选股
`ifind_global_stock_profile`	港美股基本资料
`ifind_global_stock_quotes`	港美股行情
`ifind_global_stock_financial`	港美股财务
`ifind_global_stock_events`	港美股公告事件

指数板块

Tool	Purpose
`ifind_index_data`	指数行情 / 技术指标 / 估值
`ifind_sector_data`	板块行情 / 成分股分析

AkShare MCP tools（`mcpakshare*`）

Tool	Purpose
`search_stock`	Search A-share stocks by code or name
`get_quote`	Real-time quote (price, PE, PB, market cap)
`get_historical_data`	OHLCV history (daily/weekly/monthly), forward-adjusted
`get_financials`	利润表/资产负债表/现金流量表
`get_industry_stocks`	行业分类 & 成分股 (东方财富行业)
`get_index_data`	指数行情 (上证/深证/创业板/科创50)
`get_stock_info`	公司基本信息 & 业务范围
`get_market_overview`	涨幅榜/跌幅榜/成交额榜
`get_fund_data`	公募基金/ETF 行情

The china-news MCP server provides:

Tool	Purpose
`get_stock_news`	个股新闻
`get_market_headlines`	市场头条

Workflow

1. Identify the stock/security

# iFind — 自然语言选股
ifind_search_stocks(query="电子行业市值大于100亿")

# AkShare — 关键词搜索
search_stock(keyword="茅台")

2. Pull market data

# iFind — 精确财务
ifind_get_stock_financials(query="贵州茅台2024年年报的ROE、ROA、净利润增速")

# AkShare — 历史行情
get_historical_data(ticker="600519", start_date="20240101", end_date="20241231", frequency="daily")

# AkShare — 财务报表
get_financials(ticker="600519", statement_type="income", period="annual")

3. Industry / peer context

# iFind — 板块分析
ifind_sector_data(query="白酒板块的成分股个数及过去5日平均涨跌幅")

# AkShare — 行业成分
get_industry_stocks(industry="白酒")

# iFind — 指数
ifind_index_data(query="沪深300过去10个交易日的涨跌幅和收盘点数")

4. Macro / EDB indicators

# 先搜索再取数
ifind_search_edb(query="新能源汽车产量相关指标")
ifind_get_edb_data(query="新能源汽车产量当月值（202301-202506）")

5. News and sentiment

# iFind — 公告语义检索
ifind_search_notice(query="贵州茅台2024年年度报告 分红", time_start="2025-01-01", time_end="2025-12-31", size=5)

# AkShare — 个股新闻
get_stock_news(ticker="600519")

Note on data coverage

A-shares: Full coverage via both iFind and AkShare (SH, SZ, BJ, STAR, ChiNext)
Hong Kong stocks (港股通): iFind 完整覆盖；AkShare 部分覆盖
US-listed Chinese ADRs: iFind 通过 ifind_global_stock_* 覆盖
Funds: iFind 完整覆盖（资料/行情/持仓/持有人）；AkShare 仅 ETF 行情
Bonds: iFind 覆盖信用债/可转债/回购；AkShare 需扩展
ESG: 仅 iFind 提供
宏观经济: iFind EDB 覆盖最广；AkShare 有基础宏观数据