Prerequisite: Alibaba Cloud Bailian CLI

This skill depends on Alibaba Cloud Bailian CLI (

bl

). Before using this skill, please check if

bl

is installed:

bash

bl --version

If it is not installed or the command does not exist, please read the following installation document and complete the installation for the user as instructed:

https://bailian.aliyun.com/cli/install.md

Financial Data Analysis Skill

Based on
bl mcp
to call the financial data service (
market-cmapi00073529
) from Alibaba Cloud Bailian MCP Market, providing end-to-end capabilities for stock/fund/fund manager screening, financial and macro data query, research report and announcement retrieval.
bl
has a built-in MCP client, which reuses
DASHSCOPE_API_KEY
, no additional service registration is required.

When to Use

Activate when any of the following conditions are met:

Stock-related: stock selection, stock screening, A-share financial indicator screening, industry/concept stock query
Fund-related: fund screening, fund screening by performance/risk/holding/type
Fund manager-related: fund manager screening by management scale/performance/style
Structured financial data: net profit, operating revenue, ROE, P/E ratio, market snapshot, public opinion, industrial and commercial information
Macro/industry data: GDP, CPI, PPI, industry production/sales price time-series
Brokerage research reports: analyst opinions, industry structure, company development, market trend narration
Company announcements: original announcements of A-share listed companies (financial, major events, equity distribution, related transactions)

When NOT to Use

Non-Chinese market instruments (US stocks, Hong Kong stocks, cryptocurrencies, etc.)
General programming/framework issues
Real-time market order/transaction interfaces (this skill only provides data query, no order placement)
Investment advice or stock recommendation — only return data, users make their own decisions

Prerequisites

1. Install

bailian-cli

bash

npm install -g bailian-cli
bl --version

If the user has not installed it yet, guide them to visit https://bailian.aliyun.com/cli/install.md

2. Configure Bailian API Key

bash

# Method A: Environment variable (recommended)
export DASHSCOPE_API_KEY=sk-yourAPIKey

# Method B: bl auth
bl auth login --api-key sk-yourAPIKey

# Verification
bl auth status

Get API Key: https://bailian.console.aliyun.com/cli?source_channel=key_github&

Note: Skip configuration if the user already has

DASHSCOPE_API_KEY

. Only ask for the Key when

bl auth status

shows not logged in or the call fails.

3. Confirm MCP Service Availability

bash

# View activated MCP services under the user's Bailian account
bl mcp list --name 金融

# View tools exposed by the specific service
bl mcp tools market-cmapi00073529

If the target service is not found in

bl mcp list

, guide the user to activate

market-cmapi00073529

(Financial Data Analysis) in the Bailian Console "MCP Market".

Workflow

Step 1: Parse User Input

Extract from user input:

Target instrument — specific stock/fund name or category (e.g., "Kweichow Moutai", "Consumer Sector", "Equity Fund")
Filter conditions — financial indicators, performance thresholds, industry screening, time window, etc.
Data type — structured (financial/market), time-series (macro), unstructured (research reports/announcements)
Time range — historical interval of data or research reports

Step 2: Select Tool

User Intention	Tool	Category
"Screen...stocks" "Stock selection"	`SmartStockSelection`	Candidate list
"Screen...funds"	`SmartFundSelection`	Candidate list
"Screen...fund managers"	`SmartFundManagerSelection`	Candidate list
"Check financial/market/valuation of X company/fund"	`FinQuery`	Structured data
"Check GDP/CPI/industry production-sales/price trend"	`MacroIndustryData`	Time-series data
"Find brokerage research reports on X industry/company"	`FinancialResearchReport`	Unstructured research reports
"Check X company's announcements"	`AnnouncementData`	Unstructured announcements

Step 3: Call

bl mcp call

All financial tools are hosted under the

market-cmapi00073529

MCP server, with a unified calling format:

bash

bl mcp call market-cmapi00073529.<ToolName> --query "<Natural language query>"

Structured parameters are also supported:

bash

# Complete JSON input
bl mcp call market-cmapi00073529.SmartStockSelection \
  --json '{"query":"Consumer Sector","filters":{"roe":">15"}}'

# Multiple K=V (values are automatically parsed as JSON)
bl mcp call market-cmapi00073529.SmartFundSelection \
  --arg riskLevel=R3 --arg minScale=10

Output JSON for Agent parsing:

bash

bl mcp call market-cmapi00073529.FinQuery --query "Kweichow Moutai 2024 net profit" --output json

Tool Reference

The input schema of each tool can be queried via

bl mcp tools market-cmapi00073529 --output json

. The following are typical call examples, all tools accept natural language

--query

by default.

1. Stock Screening —

SmartStockSelection

Screen stocks based on multi-dimensional conditions such as finance, market, technology, industry/concept. Only returns candidate lists, no details.

bash

bl mcp call market-cmapi00073529.SmartStockSelection \
  --query "Screen consumer stocks with net profit growth rate exceeding 30% and ROE greater than 15%"

2. Fund Screening —

SmartFundSelection

Screen funds based on conditions such as performance, risk, holdings, fund manager, type.

bash

bl mcp call market-cmapi00073529.SmartFundSelection \
  --query "Screen equity funds ranked top 10% in return over the past year"

3. Fund Manager Screening —

SmartFundManagerSelection

Screen fund managers based on conditions such as management scale, performance, risk control, investment style.

bash

bl mcp call market-cmapi00073529.SmartFundManagerSelection \
  --query "Screen fund managers with management scale exceeding 10 billion RMB and annualized return exceeding 15%"

4. Financial Data Query —

FinQuery

Query structured data such as basic information, financial data, market snapshots, valuation indicators of stocks/funds/bonds. It also supports public opinion and industrial and commercial data. Returns tables or narrative text.

bash

bl mcp call market-cmapi00073529.FinQuery \
  --query "Query Kweichow Moutai's net profit data from 2020 to present"

5. Macro Industry Data —

MacroIndustryData

Query time-series data of macro economy (GDP, CPI) or industry economy (production, sales, price).

bash

bl mcp call market-cmapi00073529.MacroIndustryData \
  --query "Query China's year-on-year GDP growth rate data over the past five years"

6. Research Report Query —

FinancialResearchReport

Retrieve unstructured content such as analyst opinions, industry structure judgments, company development history, market trend narration from brokerage research reports.

bash

bl mcp call market-cmapi00073529.FinancialResearchReport \
  --query "Find brokerage research reports on the new energy vehicle industry in the last three months"

7. Announcement Retrieval —

AnnouncementData

Retrieve original announcements of A-share listed companies: financial announcements, major events, equity distribution, related transactions, etc.

bash

bl mcp call market-cmapi00073529.AnnouncementData \
  --query "Query Kweichow Moutai's 2024 annual general meeting resolution announcement"

Output Presentation Specifications

Follow the following structure when presenting results to users:

Screening categories (stocks/funds/managers): display in tables, including name, code, key indicator values
FinQuery
structured data: display in tables, column headers must include units (10,000 RMB / % / times / yuan, etc.)
MacroIndustryData
time-series: time-series table + one-sentence trend summary (year-on-year/quarter-on-quarter direction)
FinancialResearchReport
research reports: research report title + release date + brokerage + core opinion summary (no more than 3 points)
AnnouncementData
announcements: announcement title + release date + company name + relevant original fragments

Strong Constraints:

Always indicate the data source (Bailian MCP Market / market-cmapi00073529) and query time (using the
```
date
```
command).
If the tool returns empty, do not fabricate data; suggest users relax screening conditions or adjust keywords and try again.
Retain original precision when involving amounts or ratios, do not round to meaningless digits.
Do not give investment advice; you can summarize data features, but must not say "suggest buying/selling".

Error Handling

Error Phenomenon	Troubleshooting Ideas
`BailianGateway.Login.NotLogined` / 401	Missing or invalid API Key → `bl auth login --api-key sk-...`
`market-cmapi00073529` not found in `bl mcp list`	The user has not activated the service in the Bailian Console "MCP Market", guide them to activate it
`bl mcp tools` reports connection error	Check network/region (default `cn-beijing` ); can add `--region us` or `--base-url` to override
Tool returns `isError: true`	Read the error description in `result.content[].text` , common reasons: query is too broad / missing required entity name
No results returned	Relax screening conditions, confirm whether the entity name (full name/abbreviation/code) is accurate

Complete End-to-End Example

User asks: "Help me screen consumer stocks with ROE > 15% and compound net profit growth rate > 20% in the past three years, then check the latest research report opinions of the top 3 companies."

bash

# Step 1: Candidate screening
bl mcp call market-cmapi00073529.SmartStockSelection \
  --query "Consumer stocks with ROE greater than 15% and compound net profit growth rate greater than 20% in the past three years" \
  --output json

# Assume top 3 returned: Kweichow Moutai, Wuliangye, Yili Group

# Step 2: Pull latest research reports respectively
bl mcp call market-cmapi00073529.FinancialResearchReport \
  --query "Core opinions of brokerage research reports on Kweichow Moutai in the past month"

bl mcp call market-cmapi00073529.FinancialResearchReport \
  --query "Core opinions of brokerage research reports on Wuliangye in the past month"

bl mcp call market-cmapi00073529.FinancialResearchReport \
  --query "Core opinions of brokerage research reports on Yili Group in the past month"

Summarize into a table + 3 key points for each company + data source + query time.

Collaboration with

bailian-cli

Skill

This skill focuses on financial MCP tool calls; do not call
```
bl text chat
```
/
```
bl image
```
, etc. here.
If users want to write research reports/create charts/make PPTs after obtaining financial data:
- Text writing → transfer to
```
bailian-cli
```
  to use
```
bl text chat
```
- Visual chart generation → transfer to
```
bailian-cli
```
  to use
```
bl image generate
```
- Dubbing broadcast → transfer to
```
bailian-cli
```
  to use
```
bl speech synthesize
```

Notes

The
```
bl mcp
```
subcommands (
```
list
```
/
```
tools
```
/
```
call
```
) relied on by this skill are provided by
```
bailian-cli
```
; For detailed parameters, see the
```
reference/
```
directory of the
```
bailian-cli
```
skill or
```
bl mcp <subcommand> --help
```
.
Financial MCP services may charge by call; it is recommended to use
```
--dry-run
```
to preview the request before large-scale calls for the first time.
Data accuracy is subject to the provider of Alibaba Cloud Bailian MCP Market, this skill does not endorse data accuracy.

financial-expert

NPX Install

Tags

SKILL.md Content (Chinese)

Prerequisite: Alibaba Cloud Bailian CLI

Financial Data Analysis Skill

When to Use

When NOT to Use

Prerequisites

1. Install
`bailian-cli`

2. Configure Bailian API Key

3. Confirm MCP Service Availability

Workflow

Step 1: Parse User Input

Step 2: Select Tool

Step 3: Call
`bl mcp call`

Tool Reference

1. Stock Screening —
`SmartStockSelection`

2. Fund Screening —
`SmartFundSelection`

3. Fund Manager Screening —
`SmartFundManagerSelection`

4. Financial Data Query —
`FinQuery`

5. Macro Industry Data —
`MacroIndustryData`

6. Research Report Query —
`FinancialResearchReport`

7. Announcement Retrieval —
`AnnouncementData`

Output Presentation Specifications

Error Handling

Complete End-to-End Example

Collaboration with
`bailian-cli`
Skill

Notes