tushare-data

Convert natural language financial data requests into executable Tushare data workflows.

This is a natural language-oriented financial data research skill.

What this skill is for

Typical scenarios for using this skill:

Check the recent performance of a specific stock, index, or ETF
Look up a company's basic information, valuation, and financial trends
Conduct horizontal comparisons of multiple target assets
Track capital flows, northbound funds, Dragon & Tiger List, and sector strength
Organize announcements, news, research reports, and policy clues
View macroeconomic data such as CPI / PPI / PMI / social financing / interest rates
Export data to CSV / parquet for subsequent analysis or backtesting
Generate concise research summaries instead of just raw field tables

First understand the problem the user wants to solve, then select interfaces, retrieve data, organize, explain, and deliver results.

When to use

Prioritize using this skill when users express the following intents:

Market Trends / Performance

How has XX been doing lately?
How has XX performed during this period?
How has it performed since the beginning of the year?
Has there been a recent volume surge?
Is this stock performing strongly lately?

Finance / Valuation / Company Quality

Check XX's financial report
Profit trends in recent quarters
How is the financial quality?
Is the cash flow healthy?
Is the current valuation high?
Help me check PE / PB / ROE / gross profit margin

Comparison / Ranking / Screening

Which is stronger, XX or YY?
Help me make a horizontal comparison
Which companies have faster profit growth?
Help me screen for companies with high ROE and low debt
Give me a top 10 ranking

Sectors / Indices / Themes

Which sector is the strongest recently?
How has the semiconductor sector been performing lately?
Why are robot stocks rising?
What are the components of this index?
Which themes are the hottest right now?

Capital Flows / Market Sentiment

What are funds buying recently?
Where are northbound funds flowing lately?
Which sector is attracting the most capital?
Which stocks have the largest main capital inflows?
What are the key points from the Dragon & Tiger List?

Announcements / News / Research Reports / Policies

What announcements have been released recently?
Help me organize XX's announcements
Are there any catalytic events lately?
How is the news sentiment recently?
What important policies have been issued lately?

Macroeconomics / Cross-Market

How is the recent macroeconomic environment?
What's the outlook for recent CPI / PMI?
What's the current market style leaning towards?
Is the broader market bullish or bearish?
How have Hong Kong stocks / US stocks / US bonds been performing lately?

Data Export / Research Preparation

Export a market data report for me
Pull the daily data of the past two years into a CSV
Generate a data table for backtesting
Create a research table for subsequent analysis

What this skill is NOT for

This skill is NOT suitable for:

Providing direct trading advice or replacing investment advisors
Automatic order placement or trade execution
Scenarios requiring millisecond-level real-time trading decisions
Implementing complex backtesting engines or portfolio optimization systems (that's a separate project)
Forcing fake data when there's no Tushare permission/point support

If data permissions are insufficient, interfaces are unavailable, or time ranges are unreasonable, clearly state the limitations instead of fabricating data.

Natural-language trigger guide

Even if users never mention terms like

tushare

financials

, or

macro

, this skill should be triggered as long as their intent matches the following meanings.

Common spoken triggers

How has this stock been performing lately?
Give me a quick analysis of XX
How is that stock we talked about last time doing now?
Help me check the financial report
Which sector is the strongest recently?
What are northbound funds buying lately?
Are there any catalytic events?
Is this company worth focusing on?
Pull some data for me
Export to CSV
Help me screen a batch of stocks
Compare these companies for me

Chinese natural language priority principle

When users speak in plain language, first understand the task, don't jump to interface names and field names first. Prioritize interpreting:

"Recently" as a reasonable time window
"Financial report" as the latest 8 quarters / latest annual report
"Strong or not" as performance + relative strength + activity
"Capital attention" as net inflow, active trading, available calibers like Dragon & Tiger List / northbound funds

If there are multiple reasonable interpretations for a task, make minimal clarifications.

Environment check

Before requesting data, perform pre-checks:

Check if Python is available, version requirement: 3.7+
Check if the
```
tushare
```
package is installed
Check if
```
TUSHARE_TOKEN
```
exists, or run the Python script
```
import tushare as ts; print(ts.get_token())
```
to check local configuration
Perform a lightweight interface smoke test if necessary (e.g., trading calendar / basic interface)
If the user requests a high-permission interface, remind them in advance of possible point/permission limitations

If the token is missing, directly provide the shortest fix path, for example:

bash

export TUSHARE_TOKEN=your_token

Don't wait until the main query fails to expose environment issues.

Intent taxonomy

First identify the task type, then determine the interface combination.

1. Market Trends / Performance

Typical questions:

How has the performance been lately?
How much has it risen this year?
Has there been high volatility recently?
Has there been a volume surge lately?

Common interfaces:

```
daily
```
```
pro_bar
```
```
weekly
```
```
monthly
```
```
stk_mins
```
```
rt_k
```
/
```
rt_min
```
(only if real-time caliber is required and permitted)
```
daily_basic
```

2. Basic Information / Target Resolution

Typical questions:

What company / index / fund is this?
Is it a ChiNext stock / ST stock? When was it listed?

Common interfaces:

```
stock_basic
```
```
fund_basic
```
```
index_basic
```
```
stock_company
```
```
stock_st
```
/
```
st
```

3. Finance / Company Quality

Typical questions:

Profit trends in recent quarters
Revenue and net profit trends in recent quarters
How is the financial quality?
How are ROE / gross profit margin / cash flow?

Common interfaces:

```
income
```
(priority for revenue / net profit trends)
```
fina_indicator
```
(supplementary for quality indicators like ROE / gross profit margin / net profit margin)
```
balancesheet
```
```
cashflow
```
```
forecast
```
```
express
```
```
disclosure_date
```

4. Valuation / Fundamental Indicators

Typical questions:

Is the current valuation high?
Which is cheaper?
How are PE / PB / dividend yield?

Common interfaces:

```
daily_basic
```
```
fina_indicator
```

5. Capital Flows / Market Behavior

Typical questions:

What are northbound funds buying lately?
Main capital flow directions
Dragon & Tiger List status

Common interfaces:

```
moneyflow
```
```
moneyflow_hsgt
```
```
hsgt_top10
```
```
top_list
```
```
top_inst
```
```
moneyflow_ind_dc
```
```
moneyflow_mkt_dc
```

6. Sectors / Indices / Themes

Typical questions:

Which sector is the strongest recently?
How is sector rotation?
What are the components of this sector?

Common interfaces:

```
index_basic
```
```
index_daily
```
```
index_classify
```
```
index_member_all
```
```
sw_daily
```
```
ths_index
```
```
ths_member
```
```
dc_index
```
```
dc_member
```

7. Price Limit / Sentiment / Activity

Typical questions:

Today's price limit ladder
Continuous price limit structure
Price limit failure rate / sentiment strength

Common interfaces:

```
limit_list_d
```
```
limit_step
```
```
kpl_list
```
```
dc_hot
```
```
ths_hot
```

8. Announcements / News / Research Reports / Policies

Typical questions:

Are there any recent announcements or catalytic events?
What research reports have been released lately?
What policy changes have occurred recently?

Common interfaces:

```
anns_d
```
```
news
```
```
major_news
```
```
research_report
```
```
npr
```
```
irm_qa_sh
```
```
irm_qa_sz
```

9. Macroeconomics / Cross-Market

Typical questions:

CPI / PMI / social financing / M2
Interest rates and yield curves
Hong Kong stock / US stock / US bond data

Common interfaces:

```
cn_cpi
```
```
cn_ppi
```
```
cn_pmi
```
```
cn_gdp
```
```
cn_m
```
```
sf_month
```
```
shibor
```
```
shibor_lpr
```
```
us_tycr
```
```
us_daily
```
```
hk_daily
```
```
index_global
```

10. Export / Research Preparation

Typical questions:

Export market data for a target over a period
Generate a data table for backtesting
Output to CSV / parquet

Common interfaces:

Depends on upstream tasks, core is unified output rules and naming conventions

Entity resolution rules

Target Resolution

Prioritize identifying stock names, stock codes, index names, ETF names, fund names
First try to match standard objects with Chinese abbreviations
If there are duplicate names or multiple interpretations, list candidates and make minimal clarifications
Unify securities codes into standard formats, e.g.:
```
600519.SH
```
,
```
000001.SZ
```

Market Identification

Default to A-shares unless the user explicitly mentions Hong Kong stocks / US stocks / funds / bonds / futures
Distinguish between indices, ETFs, and individual stocks, do not mix interfaces

Default Time Values

If the user does not specify a time range, use reasonable defaults:

"Recent performance" → default to the last 20 trading days
"This period / recent period" → default to the last 3 months
"Financial report / performance" → default to the latest 8 quarters + latest annual report
"Recent capital flows" → default to 5~20 trading days, adjusted based on task granularity
"Recent macroeconomics" → default to the latest 6~12 periods

Default Sector Caliber

If the user only mentions "sector / industry / concept" without specifying a classification system:

Prioritize stable calibers like Shenwan / CITIC for industries
Prioritize theme calibers like Tonghuashun / East Money for concepts
If conclusions depend on specific caliber differences, clearly state which classification is used

Input normalization rules

Normalize inputs before requesting data:

Unify dates into
```
YYYYMMDD
```
format
Check that
```
start_date <= end_date
```
If the user inputs a future date, automatically adjust to the latest available date and notify the user
Do not guess bare codes like
```
000001
```
; if it can be completed, explain the completion rule; if not, ask for clarification
Resolve conflicting parameters (e.g.,
```
trade_date
```
and
```
start_date/end_date
```
provided simultaneously) before sending requests

Data retrieval rules

Documentation First

Before writing request code, confirm:

Correct interface name
Required parameters
Optional parameters
Returned fields
Point / frequency limits

Do not write field names based on memory alone.

Field Confirmation

For the

fields

parameter, prioritize using known field whitelists or interface documentation for confirmation. If the user requests a non-existent field, clearly state this instead of blindly querying.

Default Segment Retrieval

Do not retrieve long-range data all at once. Recommendations:

Daily / weekly / monthly data: slice by year or quarter
Financial reports: slice by year / reporting period
Minute-level data: slice by month / week
Large batches of multiple targets: batch by target + slice by date

Retry & Rate Limiting

Only perform limited retries for transient errors (network jitter, timeouts, 429)
Do not blindly retry for parameter errors, insufficient permissions, or field errors
Add throttling during batch retrieval to avoid hitting rate limits due to high frequency

Segment Merging

After segment retrieval:

Merge data
Remove duplicates
Sort by primary key
Record failed segments
If partially successful, clearly tell the user which segments failed

Output contract

Unless the user explicitly requests only raw tables, prioritize outputting in this structure:

One-sentence conclusion
Data scope & caliber
Key indicators / key tables
Anomalies / risk points / interpretation limitations
If there's local output, provide the file path

Result Delivery Format

Choose based on task complexity:

Small results: Markdown summary + short table
Medium data tables: CSV
Large-scale / subsequent analysis: Parquet
Reusable workflows: Attach Python script
Visualization needed: Output chart PNG or explain that charts can be generated

Metadata

When generating data files, try to record:

Interface name
Request parameters
Retrieval time
Number of data rows
Field list
Whether there are failed segments / missing data

Workflow templates

These templates are the core of this skill. Don't start with interfaces, start with task templates.

1. Single Target Market Analysis

Applicable to:

How has XX been performing lately?
Is this stock performing strongly lately?
How has it performed since the beginning of the year?

Default workflow:

Resolve the target
Determine the time range
Retrieve market data + necessary basic indicators
Summarize interval price changes, trading activity, highs & lows, volatility
Output a one-sentence conclusion + key figures

2. Multi-Target Horizontal Comparison

Applicable to:

Which is stronger, XX or YY?
Compare these companies for me

Default workflow:

Lock the targets
Unify the time caliber
Select 3~5 key indicators
Output a comparison table
Provide a summary of "who is stronger in which aspects"

3. Financial Quality Snapshot

Applicable to:

Check XX's financial report
Profit trends in recent quarters
How is the financial quality?

Default workflow:

Retrieve core financial data for the latest 8 quarters + latest annual report
Distinguish between revenue, profit, gross profit margin, ROE, cash flow
Mark improvement / deterioration / volatility points
Explain cumulative values, single-quarter values, year-over-year calibers

4. Valuation Analysis / Screening

Applicable to:

Is the current valuation high?
Which is cheaper?
Screen for low valuation and high dividend yield

Default workflow:

Clarify the target pool
Retrieve valuation indicators like
```
daily_basic
```
Link with financial quality if necessary
Output rankings, extreme values, and caliber explanations

5. Capital Flow Tracking

Applicable to:

What are funds buying recently?
Where are northbound funds flowing lately?
Which stocks have the largest main capital inflows?

Default workflow:

Clarify the capital caliber (northbound / main / Dragon & Tiger List / sector capital)
Determine the time window
Retrieve net inflow / active trading / sustainability
Link with price performance for interpretation
Avoid treating single-day noise as a trend

6. Sector / Theme Rotation Analysis

Applicable to:

Which sector is the strongest recently?
Why are robot stocks performing strongly?
What are the components of this concept sector?

Default workflow:

Determine the classification caliber
Retrieve sector interval performance
Link with components, capital flows, price limit ladder if necessary
Output rankings of strong sectors and representative targets

7. Announcement / News / Event Organization

Applicable to:

What announcements have been released recently?
Are there any catalytic events?
How is the news sentiment lately?

Default workflow:

Clarify the target and time window
Retrieve announcement / news / research report / policy data
Remove noise and extract 3~5 main themes
Distinguish between facts, announcements, and media interpretations
Combine with stock price fluctuations for weak causal interpretation if necessary

8. Data Export & Research Preparation

Applicable to:

Pull a CSV report
Create a backtesting data table
Export market/financial data for a specific period

Default workflow:

Clarify data scope, frequency, and fields
Use a segment retrieval strategy
Clean, deduplicate, and unify field types
Output to CSV / parquet
Provide the file path and metadata

9. Comprehensive Research Brief

Applicable to:

Give me a quick analysis of XX
Create an investor perspective brief
Give a panoramic judgment first

Default workflow:

One-sentence conclusion
Market performance
Financial trends
Valuation level
Capital flow situation
Announcement / news catalysts
Risk points
Issues worth further exploration

Data quality rules

After retrieval, perform at least these checks:

Schema validation
Key field existence check
Primary key deduplication
Fixed sorting
Date standardization
Numeric field type normalization

Empty Result Handling

An empty table doesn't always mean failure; distinguish between:

Non-trading day
No data in the interval
Stock not listed yet
Parameter error
Insufficient interface permissions

Don't claim "the interface is broken" for all empty results.

Cache and reuse rules

To make the skill reusable long-term, prioritize supporting:

Basic table caching (e.g.,
```
stock_basic
```
, trading calendar, index basic information)
Incremental updates instead of full re-retrieval every time
Breakpoint resumption for large tasks
Standardized naming of result files

Recommended naming format:

daily_600519.SH_20230101_20231231_20260322.csv

fina_indicator_300750.SZ_20260322.parquet

When cache is hit, it's best to explain which data comes from cache and which is newly retrieved.

Error handling

Prioritize outputting errors in a "plain language + layered debugging details" format.

User-Visible Layer

Token not configured
Current interface may require higher points/permissions
Time range is too large, automatically adjusted to segment retrieval
Stock name is not unique, please confirm which one it is
Current result is empty, possibly due to non-trading day / target not listed / insufficient permissions

Debug Layer

Supplement if necessary:

Interface name
Parameters
Failed segments
Original exception text

Partial Success Principle

If some segments fail, don't say "completed successfully". Clearly state:

Which parts succeeded
Which parts failed
Whether an incomplete result has been generated

Recommended minimal interface set

Don't stuff hundreds of interfaces into the main skill. Prioritize remembering the core interface set for 80% of common tasks:

```
stock_basic
```
```
trade_cal
```
```
daily
```
```
pro_bar
```
```
daily_basic
```
```
fina_indicator
```
```
income
```
```
balancesheet
```
```
cashflow
```
```
forecast
```
```
express
```
```
moneyflow
```
```
moneyflow_hsgt
```
```
hsgt_top10
```
```
top_list
```
```
index_basic
```
```
index_daily
```
```
index_classify
```
```
sw_daily
```
```
ths_index
```
```
ths_member
```
```
limit_list_d
```
```
limit_step
```
```
news
```
```
major_news
```
```
research_report
```
```
anns_d
```
```
cn_cpi
```
```
cn_pmi
```
```
us_tycr
```

For all data interfaces, refer to

references/数据接口.md

Best practices

First understand the task, then select interfaces
Retrieve only necessary data, start with core data then expand
Provide conclusions first, then evidence
Default to plain language, don't stack field names
Have reasonable default calibers for vague Chinese expressions like "recently / financial report / strong or not / capital attention"
For large tasks, provide an execution plan first before starting
For export tasks, try to retain scripts, metadata, and file paths for easy reuse

Examples

Single Stock Market Analysis

Check the performance of CATL in the past three months
How much has Moutai risen since the beginning of the year?
What's the maximum drawdown of China Merchants Bank in the past two years?

Finance / Valuation

Check the revenue and net profit trends of BYD in the latest 8 quarters
Is Moutai's current valuation high?
Help me find companies with high ROE and low debt

Comparison

Compare the annual gains and valuations of Moutai, Wuliangye, and Luzhou Laojiao
Compare the performance of CSI 300, CSI 500, and ChiNext this year

Capital Flows / Sectors

Which stocks have the largest northbound fund inflows today?
Which sector is the strongest recently?
How has the semiconductor sector been performing in the past month?

Announcements / Events

Help me organize important recent announcements of Cambricon
What news catalysts are there for the robot sector lately?

Macroeconomics

Check the recent changes in CPI, PPI, and PMI
Is the current market style leaning towards growth or value?

Export

Export the daily data of CSI 300 components in the past two years to CSV
Download the adjusted market data of CATL from 2020 to now
Pull a table of ROE, PE, PB, and revenue growth rate for the past 3 years

Quick rule

When the user is saying:

Check performance trends
Look up financial reports
Compare companies
Analyze sectors
Track capital flows
Organize announcements & news
Analyze macroeconomics
Pull and export data

Don't first think "what interfaces are there". First think: What task is this? Which data workflow should be followed by default? How should the results be delivered to be truly useful?

tushare-data

NPX Install

Tags

SKILL.md Content (Chinese)

tushare-data

What this skill is for

When to use

Market Trends / Performance

Finance / Valuation / Company Quality

Comparison / Ranking / Screening

Sectors / Indices / Themes

Capital Flows / Market Sentiment

Announcements / News / Research Reports / Policies

Macroeconomics / Cross-Market

Data Export / Research Preparation

What this skill is NOT for

Natural-language trigger guide

Common spoken triggers

Chinese natural language priority principle

Environment check

Intent taxonomy

1. Market Trends / Performance

2. Basic Information / Target Resolution

3. Finance / Company Quality

4. Valuation / Fundamental Indicators

5. Capital Flows / Market Behavior

6. Sectors / Indices / Themes

7. Price Limit / Sentiment / Activity

8. Announcements / News / Research Reports / Policies

9. Macroeconomics / Cross-Market

10. Export / Research Preparation

Entity resolution rules

Target Resolution

Market Identification

Default Time Values

Default Sector Caliber

Input normalization rules

Data retrieval rules

Documentation First

Field Confirmation

Default Segment Retrieval

Retry & Rate Limiting

Segment Merging

Output contract

Result Delivery Format

Metadata

Workflow templates

1. Single Target Market Analysis

2. Multi-Target Horizontal Comparison

3. Financial Quality Snapshot

4. Valuation Analysis / Screening

5. Capital Flow Tracking

6. Sector / Theme Rotation Analysis

7. Announcement / News / Event Organization

8. Data Export & Research Preparation

9. Comprehensive Research Brief

Data quality rules

Empty Result Handling

Cache and reuse rules

Error handling

User-Visible Layer

Debug Layer

Partial Success Principle

Recommended minimal interface set

Best practices

Examples

Single Stock Market Analysis

Finance / Valuation

Comparison

Capital Flows / Sectors

Announcements / Events

Macroeconomics

Export

Quick rule