funda-data
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ChineseFunda Data API Skill
Funda Data API 技能
Query the Funda AI financial data API for stocks, options, fundamentals, alternative data, and more.
Base URL:
Auth: header on all endpoints.
Pricing: This is a paid API. A Funda AI subscription is required. See funda.ai for pricing details.
https://api.funda.ai/v1Authorization: Bearer <API_KEY>/v1/*Step 1: Check API Key Availability
步骤1:检查API密钥是否可用
!`echo $FUNDA_API_KEY | head -c 8 2>/dev/null && echo "...KEY_SET" || echo "KEY_NOT_SET"`If , ask the user for their Funda API key. They can set it via:
KEY_NOT_SETbash
export FUNDA_API_KEY="your-api-key-here"Once the key is available, proceed. All commands below use .
curl$FUNDA_API_KEY!`echo $FUNDA_API_KEY | head -c 8 2>/dev/null && echo "...KEY_SET" || echo "KEY_NOT_SET"`如果返回,请向用户索要Funda API密钥,用户可通过以下命令设置:
KEY_NOT_SETbash
export FUNDA_API_KEY="your-api-key-here"确认密钥可用后继续后续操作,以下所有命令都会使用变量。
curl$FUNDA_API_KEYStep 2: Identify What the User Needs
步骤2:识别用户需求
Match the user's request to a data category below, then read the corresponding reference file for full endpoint details, parameters, and response schemas.
将用户请求匹配到下方的数据类别,然后阅读对应参考文档获取完整的端点详情、参数说明和响应结构。
Market Data & Prices
市场数据与价格
| User Request | Endpoint | Reference |
|---|---|---|
| Real-time quote, current price | | |
| Batch quotes for multiple tickers | | |
| After-hours / aftermarket quote | | |
| Historical EOD prices | | |
| Intraday candles (1min–4hr) | | |
| Technical indicators (SMA, EMA, RSI, ADX) | | |
| Commodity / forex / crypto quotes | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 实时报价、当前价格 | | |
| 多股票批量报价 | | |
| 盘后报价 | | |
| 历史日终价格 | | |
| 日内K线(1分钟-4小时) | | |
| 技术指标(SMA、EMA、RSI、ADX) | | |
| 大宗商品/外汇/加密货币报价 | | |
Company Fundamentals
公司基本面
| User Request | Endpoint | Reference |
|---|---|---|
| Income statement | | |
| Balance sheet | | |
| Cash flow statement | | |
| Key metrics (P/E, ROE, etc.) | | |
| Financial ratios | | |
| Revenue segmentation (product/geo) | | |
| Company profile, executives, market cap | | |
| Company search by symbol/name | | |
| Stock screener (market cap, sector, etc.) | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 利润表 | | |
| 资产负债表 | | |
| 现金流量表 | | |
| 核心指标(市盈率、净资产收益率等) | | |
| 财务比率 | | |
| 收入拆分(产品/地域) | | |
| 公司简介、高管信息、市值 | | |
| 按代码/名称搜索公司 | | |
| 股票筛选(市值、板块等维度) | | |
Analyst & Valuation
分析师与估值
| User Request | Endpoint | Reference |
|---|---|---|
| Analyst estimates (EPS, revenue) | | |
| Price targets | | |
| Analyst grades (buy/hold/sell) | | |
| DCF valuation | | |
| Ratings snapshot | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 分析师预期(每股收益、营收) | | |
| 目标价 | | |
| 分析师评级(买入/持有/卖出) | | |
| DCF估值 | | |
| 评级快照 | | |
Options Data
期权数据
| User Request | Endpoint | Reference |
|---|---|---|
| Option chains | | |
| Option contracts (volume, OI, premium) | | |
| Greeks per strike/expiry | | |
| GEX / gamma exposure | | |
| Spot GEX (per-minute) | | |
| IV rank, IV term structure | | |
| Max pain | | |
| Options flow / recent trades | | |
| Unusual options activity (flow alerts) | | |
| Options screener (hottest chains) | | |
| Contract-level flow/history | | |
| Net premium ticks | | |
| OI change | | |
| NOPE indicator | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 期权链 | | |
| 期权合约(成交量、未平仓合约、权利金) | | |
| 不同行权价/到期日的Greeks值 | | |
| GEX / 伽马敞口 | | |
| 实时GEX(分钟级更新) | | |
| IV排名、IV期限结构 | | |
| 最大痛点 | | |
| 期权流 / 近期交易 | | |
| 异常期权交易(流预警) | | |
| 期权筛选(热门期权链) | | |
| 合约级流/历史数据 | | |
| 净权利金变动 | | |
| 未平仓合约变动 | | |
| NOPE指标 | | |
Supply Chain Knowledge Graph
供应链知识图谱
| User Request | Endpoint | Reference |
|---|---|---|
| Supply chain stocks | | |
| Bottleneck stocks | | |
| Upstream suppliers | | |
| Downstream customers | | |
| Competitors | | |
| Partners | | |
| All neighbors (1-hop) | | |
| KG edges (relationships) | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 供应链相关股票 | | |
| 瓶颈节点股票 | | |
| 上游供应商 | | |
| 下游客户 | | |
| 竞争对手 | | |
| 合作伙伴 | | |
| 所有1跳关联节点 | | |
| 知识图谱边(关联关系) | | |
Social Sentiment & Alternative Data
社交情绪与另类数据
| User Request | Endpoint | Reference |
|---|---|---|
| Financial Twitter/KOL tweets | | |
| Reddit posts (wallstreetbets, etc.) | | |
| Reddit comments | | |
| Polymarket prediction markets | | |
| Polymarket events | | |
| Congressional/government trades | | |
| Insider trades (Form 4) | | |
| Institutional holdings (13F) | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 金融Twitter/KOL推文 | | |
| Reddit帖子(wallstreetbets等板块) | | |
| Reddit评论 | | |
| Polymarket预测市场 | | |
| Polymarket事件 | | |
| 国会/政府交易 | | |
| 内部交易(Form 4) | | |
| 机构持仓(13F) | | |
SEC Filings & Transcripts
SEC filings与会议纪要
| User Request | Endpoint | Reference |
|---|---|---|
| SEC filings (10-K, 10-Q, 8-K) | | |
| Search SEC filings | | |
| Earnings call transcripts | | |
| Podcast transcripts | | |
| Investment research reports | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| SEC filings(10-K、10-Q、8-K) | | |
| 搜索SEC filings | | |
| 财报电话会议纪要 | | |
| 播客纪要 | | |
| 投资研究报告 | | |
Calendar & Events
日历与事件
| User Request | Endpoint | Reference |
|---|---|---|
| Upcoming earnings | | |
| Dividend calendar | | |
| IPO calendar | | |
| Stock splits | | |
| Economic calendar | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 即将发布的财报 | | |
| 股息日历 | | |
| IPO日历 | | |
| 股票拆分 | | |
| 经济日历 | | |
Economics & Macro
经济与宏观数据
| User Request | Endpoint | Reference |
|---|---|---|
| Treasury rates | | |
| GDP, CPI, unemployment, etc. | | |
| FRED series data | | |
| Market risk premium | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 国债利率 | | |
| GDP、CPI、失业率等 | | |
| FRED系列数据 | | |
| 市场风险溢价 | | |
Other Data
其他数据
| User Request | Endpoint | Reference |
|---|---|---|
| News (stock, crypto, forex) | | |
| Press releases | | |
| Market performance (gainers/losers) | | |
| ETF/fund holdings | | |
| ESG ratings | | |
| COT reports | | |
| Crowdfunding | | |
| Market hours | | |
| Bulk data downloads | | |
| Companies list | | |
| 用户需求 | Endpoint | 参考文档 |
|---|---|---|
| 新闻(股票、加密货币、外汇) | | |
| 新闻稿 | | |
| 市场表现(涨幅榜/跌幅榜) | | |
| ETF/基金持仓 | | |
| ESG评级 | | |
| COT报告 | | |
| 众筹数据 | | |
| 市场交易时间 | | |
| 批量数据下载 | | |
| 上市公司列表 | | |
Step 3: Make the API Call
步骤3:发起API调用
Use with the bearer token to call the Funda API. Read the appropriate reference file first for exact parameter names and response formats.
curlTemplate:
bash
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
"https://api.funda.ai/v1/<endpoint>?<params>" | python3 -m json.toolResponse format: All endpoints return . Check that is — non-zero means an error occurred (the field explains why).
{"code": "0", "message": "", "data": ...}code"0"messagePagination: List endpoints return . Pages are 0-based. is when there are no more pages.
{"items": [...], "page": 0, "page_size": 20, "next_page": 1, "total_count": N}next_page-1使用携带Bearer令牌的命令调用Funda API,调用前请先阅读对应参考文档确认准确的参数名和响应格式。
curl调用模板:
bash
curl -s -H "Authorization: Bearer $FUNDA_API_KEY" \
"https://api.funda.ai/v1/<endpoint>?<params>" | python3 -m json.tool响应格式: 所有端点返回结构为。请确认为,非零值表示出现错误,可通过字段查看错误原因。
{"code": "0", "message": "", "data": ...}code"0"message分页说明: 列表类接口返回结构为。页码从0开始,当为时表示没有更多数据。
{"items": [...], "page": 0, "page_size": 20, "next_page": 1, "total_count": N}next_page-1Step 4: Handle Common Patterns
步骤4:处理常见场景
Multiple data points for one ticker
单个股票多维度数据查询
If the user asks a broad question like "tell me about AAPL", combine several calls:
- Real-time quote ()
/v1/quotes?type=realtime&ticker=AAPL - Company profile ()
/v1/company-details?type=profile&ticker=AAPL - Key metrics TTM ()
/v1/financial-statements?type=key-metrics-ttm&ticker=AAPL - Analyst price target ()
/v1/analyst?type=price-target-summary&ticker=AAPL
如果用户提出类似“介绍一下AAPL”的宽泛问题,可合并多个接口调用:
- 实时报价()
/v1/quotes?type=realtime&ticker=AAPL - 公司简介()
/v1/company-details?type=profile&ticker=AAPL - TTM核心指标()
/v1/financial-statements?type=key-metrics-ttm&ticker=AAPL - 分析师目标价()
/v1/analyst?type=price-target-summary&ticker=AAPL
Comparing multiple tickers
多股票对比
Use batch quotes for prices, then individual calls for fundamentals. The batch endpoint accepts comma-separated tickers: .
/v1/quotes?type=batch&ticker=AAPL,MSFT,GOOGL使用批量报价接口获取价格,再调用单独接口获取各股票基本面数据。批量接口支持逗号分隔的股票代码:。
/v1/quotes?type=batch&ticker=AAPL,MSFT,GOOGLTicker lookup
股票代码查询
If the user provides a company name instead of a ticker, search first:
GET /v1/search?type=name&query=nvidia如果用户提供的是公司名称而非股票代码,先调用搜索接口:
GET /v1/search?type=name&query=nvidiaStep 5: Respond to the User
步骤5:响应用户
Present the data clearly:
- Format numbers with appropriate precision (prices to 2 decimals, ratios to 2-4 decimals, large numbers with commas or abbreviations like $2.8T)
- Use tables for comparative data
- Highlight key insights (e.g., "Trading above/below analyst target", "Earnings beat/miss")
- For time series data, summarize the trend rather than dumping raw numbers
- Always note the data source: "Data from Funda AI API"
- Never provide trading recommendations — present the data and let the user draw conclusions
清晰呈现数据:
- 数字保留合适精度:价格保留2位小数,比率保留2-4位小数,大额数字使用千位分隔符或缩写(如$2.8T)
- 对比类数据使用表格呈现
- 高亮核心信息(如“当前价格高于/低于分析师目标价”、“财报超出/低于预期”)
- 时间序列数据优先总结趋势,不要直接输出原始数据
- 始终注明数据来源:“数据来自Funda AI API”
- 绝对不要提供交易建议,仅呈现数据由用户自行判断
Reference Files
参考文档
- — Quotes, historical prices, charts, technical indicators
references/market-data.md - — Financial statements, company details, search/screener, analyst data
references/fundamentals.md - — Options chains, greeks, GEX, flow, IV, screener, contract-level data
references/options.md - — Supply chain knowledge graph, relationships, graph traversal
references/supply-chain.md - — Twitter, Reddit, Polymarket, government trading, ownership
references/alternative-data.md - — SEC filings, earnings/podcast transcripts, research reports
references/filings-transcripts.md - — Calendars (earnings, dividends, IPOs), economics, treasury, FRED
references/calendar-economics.md - — News, market performance, funds, ESG, COT, crowdfunding, bulk data
references/other-data.md
- — 报价、历史价格、K线、技术指标
references/market-data.md - — 财务报表、公司详情、搜索/筛选、分析师数据
references/fundamentals.md - — 期权链、Greeks、GEX、期权流、IV、筛选、合约级数据
references/options.md - — 供应链知识图谱、关联关系、图谱遍历
references/supply-chain.md - — Twitter、Reddit、Polymarket、政府交易、持仓数据
references/alternative-data.md - — SEC filings、财报/播客纪要、研究报告
references/filings-transcripts.md - — 日历(财报、股息、IPO)、经济数据、国债、FRED
references/calendar-economics.md - — 新闻、市场表现、基金、ESG、COT、众筹、批量数据
references/other-data.md