Wind Financial Data

Access Wind financial data: stocks (market data and financial fundamentals), funds (market data and full-dimensional data), listed company announcements and news, macroeconomic indicators.

⚠️ Runtime Environment: All
node scripts/cli.mjs ...
commands must be executed in the directory where this file (SKILL.md) is located. Running from other directories will fail.

🔑 Parameter Mode Reminder:
fund_data
/
stock_data
each include two types of tools:
Market Data Tools (
*_price_indicators
/
*_kline
/
*_quote
) — structured code parameters (
windcode + indexes/period/...
)
NL Tools (finance / profile / holdings / events, etc.) — natural language (
{question}
)
Choosing the wrong parameter type will result in failure. The tool table below marks which category each tool belongs to.

When to Use

✅ Trigger Scenarios:

Scenario	server_type
A-shares / Hong Kong stocks market data (latest price, K-line, minute-level)	`stock_data`
Stock profile / financial fundamentals / share capital structure / corporate events / technical indicators / risks	`stock_data`
Fund ETF / LOF market data (latest price, K-line, minute-level)	`fund_data`
Any dimension of funds (profile / finance / holdings / performance / holders / management company)	`fund_data`
Listed company announcements, financial news	`financial_docs`
Macroeconomic, industry economic indicators (EDB)	`economic_data`
Uncertain attribution or cross-domain comprehensive queries (fallback)	`analytics_data`

❌ Non-trigger Scenarios:

US stocks / European stocks / non-Chinese concept stocks
Exchange rates / futures quotes / cryptocurrencies
Non-financial data

Workflow

🚨 All commands below must be executed in the directory where this file (SKILL.md) is located.

Step 1: View Available Tools

bash

node scripts/cli.mjs list-tools <server_type>

24-hour cache. Returns an array of tool schemas.

Step 2: Call Tools

bash

node scripts/cli.mjs call <server_type> <tool_name> '<params_json>'

Step 3: Guide Users When No Key is Available

If the first call reports "WIND_API_KEY not configured":

First ask the user if they agree to open the browser (avoid sudden pop-ups)
If agreed, run:
```
node scripts/cli.mjs open-portal
```
After the user logs in / obtains the Key, choose one of the three configuration options as prompted by cli.mjs (recommended Option C: global
```
~/.wind-aimarket/config
```
, shared by all wind skills)

Tool Table

server_type=fund_data

Market Data Tools (3 tools, structured code parameters
{windcode, ...}
):

Tool	Description	Required Parameters
`get_fund_price_indicators`	Market snapshot of exchange-traded funds (ETF/LOF) (latest price / opening price / price change, etc.)	`windcode, indexes`
`get_fund_kline`	Daily / weekly / monthly K-line of exchange-traded funds (ETF/LOF)	`windcode`
`get_fund_quote`	Intraday minute-level market data of exchange-traded funds (ETF/LOF)	`windcode`

NL Tools (6 tools, parameters
{question, lang?, version?}
):

Tool	Description
`get_fund_info`	Basic fund profile (code / abbreviation / investment style / performance benchmark / fees / current manager)
`get_fund_financials`	Fund finance (profit / net asset value / income / expenses / dividends)
`get_fund_holdings`	Holdings + asset allocation (top holdings / Shenwan Wind CITIC industry / investment style)
`get_fund_performance`	Performance + ranking + ETF / secondary trading data
`get_fund_shareholders`	Holder structure (individual / institutional / subscription and redemption / scale changes)
`get_fund_company_info`	Fund management company profile + manager team indicators

server_type=stock_data

Market Data Tools (3 tools, structured code parameters
{windcode, ...}
):

Tool	Description	Required Parameters
`get_stock_price_indicators`	Stock market snapshot (latest price / opening price / price change / trading volume, etc.)	`windcode, indexes`
`get_stock_kline`	Daily / weekly / monthly K-line of stocks (forward-adjusted / backward-adjusted / unadjusted)	`windcode`
`get_stock_quote`	Minute-level market data of A-shares on specified trading days	`windcode`

NL Tools (6 tools, parameters
{question, lang?, version?}
):

Tool	Description
`get_stock_basicinfo`	Basic stock profile (company information / main business / industry classification / IPO listing board)
`get_stock_fundamentals`	Financial fundamentals (profitability / assets and liabilities / profit / cash flow / growth rate / leverage)
`get_stock_equity_holders`	Share capital + shareholders (total share capital / tradable shares / top ten shareholders / actual controller / restricted share release)
`get_stock_events`	Events + capital operations (IPO / private placement / rights issue / mergers and acquisitions / ST / compliance)
`get_stock_technicals`	Technical indicators + trading (price change / MACD / KDJ / RSI / BOLL / margin trading / dragon and tiger list / price limit)
`get_risk_metrics`	Risk indicators (Beta / Jensen Alpha / volatility / Sharpe)

server_type=financial_docs (Document Retrieval)

Tool	Description	Parameters
`get_company_announcements`	Company announcements / regulatory documents / prospectuses / performance announcements / letters to shareholders	`query` (required) + `top_k / start_date / end_date`
`get_financial_news`	Financial news reports	Same as above

server_type=economic_data (Macroeconomic / Industry Indicators)

Tool	Description	Parameters
`get_economic_data`	EDB macroeconomic / industry economic indicators (automatic NL → indicator ID)	`metricIdsStr` (required, natural language question) + `beginDate / endDate / freq / magnitude / currency`

⚠️ When
economic_data
reports
TOOL_RUNTIME_ERROR
, use
analytics_data.get_financial_data
as a fallback (the same question usually succeeds).

server_type=analytics_data (General Fallback)

Parameters:

{question, lang?, version?}

Tool	Description
`get_financial_data`	Natural language → Wind general data (covers miscellaneous items outside fund / stock / cross-domain comprehensive queries)

Usage Tips

These experiences help AI use this skill more accurately and avoid detours.

🚨 Runtime Environment: All scripts must be executed in the directory where this file (SKILL.md) is located.
Two parameter groups for fund_data / stock_data:
- Market Data Tools (names contain
```
price_indicators
```
  /
```
kline
```
  /
```
quote
```
  ) → structured code parameters
```
{windcode, indexes/period/...}
```
- NL Tools (finance / profile / holdings / events, etc.) → natural language
```
{question}
```
- Mixing will fail: Passing
```
{question}
```
  to market data tools will cause errors; passing
```
{windcode}
```
  to NL tools will cause errors.
Run list-tools before call: When using a server for the first time, run
```
list-tools
```
to view available tools and schemas, do not write tool names from memory. Once cached (24h), there is no need to run list-tools for subsequent calls.
Keep NL questions concise: For the
```
question
```
field of NL tools in fund_data / stock_data, do not directly copy the user's original words. Extract key entities (target code / abbreviation + dimension + time) only:
- ✅ "E Fund Blue Chip Selection 005827.OF Fund Profile"
- ❌ "Help me check the information of E Fund"
Use analytics_data.get_financial_data as fallback when economic_data fails.
Cost of choosing wrong server_type: Choosing the wrong server will lead to non-existent tools or parameter mismatches. Prioritize selecting the server according to the scenario table in the "When to Use" section, then select the specific tool.
Use analytics_data for cross-domain queries: When the user's question does not fall into the clear attribution of the first 4 servers, use
```
analytics_data.get_financial_data
```
for natural language fallback.

Data Source Labeling (Mandatory)

When presenting query results to users, must add the following label at the end of the result:

Data sourced from Wind Financial Data Service

This is a brand commitment and cannot be omitted.

Typical Examples

bash

# Stock market data (structured code parameters)
node scripts/cli.mjs call stock_data get_stock_price_indicators '{"windcode":"600519.SH","indexes":"NAME,MATCH,CHANGERANGE,VOLUME"}'
node scripts/cli.mjs call stock_data get_stock_kline '{"windcode":"600519.SH","period":"10","count":30}'

# In-depth stock queries (NL)
node scripts/cli.mjs call stock_data get_stock_fundamentals '{"question":"Kweichow Moutai 2024 ROE and net profit growth rate"}'
node scripts/cli.mjs call stock_data get_stock_basicinfo '{"question":"600519.SH Company Basic Profile"}'

# Fund market data
node scripts/cli.mjs call fund_data get_fund_price_indicators '{"windcode":"588200.SH","indexes":"NAME,MATCH,CHANGERANGE"}'
node scripts/cli.mjs call fund_data get_fund_kline '{"windcode":"588200.SH","period":"10","count":30}'

# In-depth fund queries (NL)
node scripts/cli.mjs call fund_data get_fund_info '{"question":"E Fund Blue Chip Selection 005827.OF Fund Profile"}'
node scripts/cli.mjs call fund_data get_fund_holdings '{"question":"005827.OF Latest Top Holdings"}'

# Documents
node scripts/cli.mjs call financial_docs get_company_announcements '{"query":"Kweichow Moutai 2024 Annual Report","top_k":3}'
node scripts/cli.mjs call financial_docs get_financial_news '{"query":"Federal Reserve Interest Rate Policy","top_k":5}'

# Macroeconomics
node scripts/cli.mjs call economic_data get_economic_data '{"metricIdsStr":"China GDP"}'

# General fallback
node scripts/cli.mjs call analytics_data get_financial_data '{"question":"CSI 500 Performance in the Past Week"}'

Error Recovery

Issue	Solution
`WIND_API_KEY not configured`	First ask the user if they agree to open the browser → `node scripts/cli.mjs open-portal` → Guide the user to configure the global `~/.wind-aimarket/config`
`MCP HTTP 401/403`	API Key is invalid or expired → Regenerate it (Developer Center)
`MCP HTTP 5xx`	Server exception → Retry later, or check status.wind.com.cn
Backend response "Daily request limit exceeded"	API Key's daily quota is used up → Wait for next day's refresh or switch to another Key
`economic_data` reports `TOOL_RUNTIME_ERROR`	Use `analytics_data.get_financial_data` as fallback
Parameter error when calling market data tools	Market data tools use structured parameters `{windcode, indexes}` , do not pass `{question}`
Parameter error when calling NL tools	NL tools use `{question}` , do not pass `{windcode}`
"Unknown server_type" or "Tool does not exist" error for tool name	First run `list-tools <server_type>` to get the real schema, then select the name according to the tool table
Call fails due to wrong directory	Execute the command in the directory where this file (SKILL.md) is located

Pre-response Self-check

🚨 Is the command executed in the directory where this file (SKILL.md) is located? Otherwise, everything will fail.
Is the user's question about A-shares / Hong Kong stocks / Chinese macroeconomics / Chinese concept stocks? Yes → Use this skill; No → Do not use it
Choose the correct server_type (most common mistake):
- Stock market data / K-line / minute-level / profile / finance / share capital / events / technical indicators / risks →
```
stock_data
```
- Fund market data / K-line / minute-level / profile / finance / holdings / performance / holders / company →
```
fund_data
```
- Announcements / news →
```
financial_docs
```
- EDB macroeconomic / industry →
```
economic_data
```
- Uncertain / miscellaneous cross-domain →
```
analytics_data
```
Choose the correct parameter mode (two types of tools for fund_data / stock_data):
- Market data tools (contains
```
price_indicators
```
  /
```
kline
```
  /
```
quote
```
  ) → structured
```
{windcode, ...}
```
- NL tools (finance / profile / holdings, etc.) → natural language
```
{question}
```
Tool name is spelled correctly: Check with
```
list-tools
```
first; do not write from memory
When reporting "Key not configured", ask the user first before running
```
open-portal
```
, do not pop up the browser without greeting

When

economic_data

reports an error, use

analytics_data.get_financial_data

as fallback

Add the label at the end when presenting results: "Data sourced from Wind Financial Data Service"

wind-mcp-skill

NPX Install

Tags

SKILL.md Content (Chinese)

Wind Financial Data

When to Use

Workflow

Step 1: View Available Tools

Step 2: Call Tools

Step 3: Guide Users When No Key is Available

Tool Table

server_type=fund_data

server_type=stock_data

server_type=financial_docs (Document Retrieval)

server_type=economic_data (Macroeconomic / Industry Indicators)

server_type=analytics_data (General Fallback)

Usage Tips

Data Source Labeling (Mandatory)

Typical Examples

Error Recovery

Pre-response Self-check