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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Wind 万得金融数据

Wind Financial Data

访问万得 Wind 金融数据：股票（行情与财务基本面）、基金（行情与全维数据）、上市公司公告与新闻、宏观经济指标。

⚠️ 运行环境：所有
node scripts/cli.mjs ...
命令必须在本文件（SKILL.md）所在目录下执行。从其它目录跑会失败。

🔑 入参模式提示：fund_data / stock_data 各包含两类工具：
行情类（
*_price_indicators
/
*_kline
/
*_quote
）— 结构化代码参数（
windcode + indexes/period/...
）
NL 类（财务 / 档案 / 持仓 / 事件等）— 自然语言（
{question}
）
选错入参会失败，下方工具表会标注每个工具属于哪一类。

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.

何时使用

When to Use

✅ 触发场景：

场景	server_type
A 股 / 港股股票行情（最新价、K 线、分钟级）	`stock_data`
股票档案 / 财务基本面 / 股本结构 / 公司事件 / 技术指标 / 风险	`stock_data`
基金 ETF / LOF 行情（最新价、K 线、分钟级）	`fund_data`
基金任何维度（档案 / 财务 / 持仓 / 业绩 / 持有人 / 管理公司）	`fund_data`
上市公司公告、财经新闻	`financial_docs`
宏观经济、行业经济指标（EDB）	`economic_data`
不确定归属或跨域综合查询（fallback）	`analytics_data`

❌ 不触发场景：

美股 / 欧股 / 非中概股
汇率 / 期货盘口 / 加密货币
非金融数据

✅ 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

工作流程

Workflow

🚨 以下所有命令在本文件（SKILL.md）所在目录下执行。

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

Step 1: 看可用工具

Step 1: View Available Tools

bash

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

24h 缓存。返回工具 schema 数组。

bash

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

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

Step 2: 调用工具

Step 2: Call Tools

bash

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

bash

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

Step 3: 没 Key 时引导用户

Step 3: Guide Users When No Key is Available

如果第一次调用报"WIND_API_KEY 未配置"：

先问用户是否同意打开浏览器（避免突然弹）
同意后跑：
```
node scripts/cli.mjs open-portal
```
用户登录 / 拿 Key 后，按 cli.mjs 提示三选一配置（推荐 C：全局
```
~/.wind-aimarket/config
```
，所有 wind skill 共享）

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)

工具表

Tool Table

server_type=fund_data

行情类（3 个，结构化代码参数
{windcode, ...}
）：

工具	说明	必填入参
`get_fund_price_indicators`	场内基金（ETF/LOF）行情快照（最新价 / 开盘 / 涨跌等）	`windcode, indexes`
`get_fund_kline`	场内基金（ETF/LOF）日 / 周 / 月 K 线	`windcode`
`get_fund_quote`	场内基金（ETF/LOF）当日盘中分钟级行情	`windcode`

NL 类（6 个，入参
{question, lang?, version?}
）：

工具	说明
`get_fund_info`	基金基本档案（代码 / 简称 / 投资风格 / 业绩基准 / 费率 / 现任经理）
`get_fund_financials`	基金财务（利润 / 净值 / 收入 / 费用 / 分红）
`get_fund_holdings`	持仓 + 资产配置（重仓股 / 申万 Wind 中信行业 / 投资风格）
`get_fund_performance`	业绩 + 排名 + ETF / 二级交易数据
`get_fund_shareholders`	持有人结构（个人 / 机构 / 申购赎回 / 规模变动）
`get_fund_company_info`	基金管理公司档案 + 经理团队指标

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

行情类（3 个，结构化代码参数
{windcode, ...}
）：

工具	说明	必填入参
`get_stock_price_indicators`	股票行情快照（最新价 / 开盘 / 涨跌 / 成交等）	`windcode, indexes`
`get_stock_kline`	股票日 / 周 / 月 K 线（前复权 / 后复权 / 不复权）	`windcode`
`get_stock_quote`	A 股股票指定交易日分钟级行情	`windcode`

NL 类（6 个，入参
{question, lang?, version?}
）：

工具	说明
`get_stock_basicinfo`	股票基本档案（公司信息 / 主营 / 行业分类 / IPO 上市板）
`get_stock_fundamentals`	财务基本面（盈利能力 / 资产负债 / 利润 / 现金流 / 增长率 / 杠杆）
`get_stock_equity_holders`	股本 + 股东（总股本 / 流通 / 前十大 / 实控人 / 限售解禁）
`get_stock_events`	事件 + 资本运作（IPO / 增发 / 配股 / 并购 / ST / 合规）
`get_stock_technicals`	技术指标 + 交易（涨跌幅 / MACD / KDJ / RSI / BOLL / 融资融券 / 龙虎榜 / 涨跌停）
`get_risk_metrics`	风险指标（Beta / Jensen Alpha / 波动率 / Sharpe）

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（文档检索）

server_type=financial_docs (Document Retrieval)

工具	说明	入参
`get_company_announcements`	公司公告 / 监管文件 / 招股书 / 业绩公告 / 致股东信	`query` （必填）+ `top_k / start_date / end_date`
`get_financial_news`	财经新闻报道	同上

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（宏观 / 行业指标）

server_type=economic_data (Macroeconomic / Industry Indicators)

工具	说明	入参
`get_economic_data`	EDB 宏观 / 行业经济指标（自动 NL → 指标 ID）	`metricIdsStr` （必填，自然语言问句）+ `beginDate / endDate / freq / magnitude / currency`

⚠️ economic_data 报
TOOL_RUNTIME_ERROR
时，换
analytics_data.get_financial_data
兜底（同样问句通常能成功）。

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（通用兜底）

server_type=analytics_data (General Fallback)

入参：

{question, lang?, version?}

。

工具	说明
`get_financial_data`	自然语言 → Wind 通用数据（覆盖 fund / stock 之外的杂项 / 跨域综合查询）

Parameters:

{question, lang?, version?}

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

使用技巧

Usage Tips

这些经验帮 AI 用得更准、少走弯路。

🚨 运行环境：所有运行脚本都在本文件（SKILL.md）所在目录下执行。
fund_data / stock_data 入参分两组：
- 行情类工具（名字含
```
price_indicators
```
  /
```
kline
```
  /
```
quote
```
  ）→ 结构化代码参数
```
{windcode, indexes/period/...}
```
- NL 类工具（财务 / 档案 / 持仓 / 事件等）→ 自然语言
```
{question}
```
- 混用会失败：行情类传
```
{question}
```
  报错；NL 类传
```
{windcode}
```
  报错。
先 list-tools 再 call：第一次用某 server 时先
```
list-tools
```
看可用工具与 schema，不要凭印象写工具名。一旦缓存（24h），后续 call 无需再 list。
NL 问句要简洁：fund_data / stock_data 的 NL 工具
```
question
```
字段不要把用户原话直接抄进去。提取关键实体（标的代码 / 简称 + 维度 + 时间）即可：
- ✅
```
"易方达蓝筹精选 005827.OF 基金档案"
```
- ❌
```
"帮我查一下易方达基金的资料看看"
```
economic_data 失败时换
analytics_data.get_financial_data
兜底。
server_type 选错的代价：选错会导致工具不存在或参数不匹配。优先按"何时使用"段的场景表选 server，再选具体工具。
跨域查询用 analytics_data：用户问题落不进前 4 个 server 的明确归属时，用
```
analytics_data.get_financial_data
```
自然语言兜底。

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.

数据来源标注（必做）

Data Source Labeling (Mandatory)

向用户呈现查询结果时，必须在结果末尾标注：

数据来源于万得 Wind 金融数据服务

这是品牌承诺，不可省略。

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.

典型示例

Typical Examples

bash

undefined

bash

undefined

股票行情类（结构化代码参数）

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}'

股票深度（NL）

In-depth stock queries (NL)

node scripts/cli.mjs call stock_data get_stock_fundamentals '{"question":"贵州茅台 2024 年 ROE 和净利润增速"}' node scripts/cli.mjs call stock_data get_stock_basicinfo '{"question":"600519.SH 公司基本档案"}'

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"}'

基金行情类

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}'

基金深度（NL）

In-depth fund queries (NL)

node scripts/cli.mjs call fund_data get_fund_info '{"question":"易方达蓝筹精选 005827.OF 基金档案"}' node scripts/cli.mjs call fund_data get_fund_holdings '{"question":"005827.OF 最新一期重仓股"}'

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"}'

文档

Documents

node scripts/cli.mjs call financial_docs get_company_announcements '{"query":"贵州茅台 2024 年报","top_k":3}' node scripts/cli.mjs call financial_docs get_financial_news '{"query":"美联储利率政策","top_k":5}'

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}'

宏观

Macroeconomics

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

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

通用 fallback

General fallback

node scripts/cli.mjs call analytics_data get_financial_data '{"question":"中证 500 最近一周表现"}'

undefined

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

undefined

错误恢复

Error Recovery

问题	解决方案
`WIND_API_KEY 未配置`	先问用户是否同意打开浏览器 → `node scripts/cli.mjs open-portal` → 引导用户配置全局 `~/.wind-aimarket/config`
`MCP HTTP 401/403`	API Key 无效或过期 → 重新生成（开发者中心）
`MCP HTTP 5xx`	服务端异常 → 稍后重试，或查 status.wind.com.cn
后端响应"单日请求次数超限"	API Key 当日额度用尽 → 等次日刷新或换 Key
`economic_data` 报 `TOOL_RUNTIME_ERROR`	换 `analytics_data.get_financial_data` 兜底
行情类工具入参报错	行情工具用结构化参数 `{windcode, indexes}` ，不要传 `{question}`
NL 类工具入参报错	NL 工具用 `{question}` ，不要传 `{windcode}`
工具名报"未知 server_type" 或 "工具不存在"	先 `list-tools <server_type>` 拿真 schema，按工具表选名
调用失败但目录不对	在本文件（SKILL.md）所在目录下执行命令

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

响应前自查

Pre-response Self-check

🚨 在本文件（SKILL.md）所在目录下执行命令吗？ 否则一切失败。
用户问题是 A 股 / 港股 / 中国宏观 / 中概？是 → 用本 skill；否 → 不要套
选对 server_type（最常出错处）：
- 股票行情 / K 线 / 分钟 / 档案 / 财务 / 股本 / 事件 / 技术 / 风险 →
```
stock_data
```
- 基金行情 / K 线 / 分钟 / 档案 / 财务 / 持仓 / 业绩 / 持有人 / 公司 →
```
fund_data
```
- 公告 / 新闻 →
```
financial_docs
```
- EDB 宏观 / 行业 →
```
economic_data
```
- 不确定 / 杂项跨域 →
```
analytics_data
```
选对入参模式（fund_data / stock_data 两类工具）：
- 行情类（含
```
price_indicators
```
  /
```
kline
```
  /
```
quote
```
  ）→
```
{windcode, ...}
```
  结构化
- NL 类（财务 / 档案 / 持仓等）→
```
{question}
```
  自然语言
工具名拼对：先
```
list-tools
```
查；不要凭印象写
报"未配置 Key"时先问用户再跑
```
open-portal
```
，不要无打招呼弹浏览器

economic_data

报错时换

analytics_data.get_financial_data

兜底

结果呈现时末尾标注："数据来源于万得 Wind 金融数据服务"

🚨 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"