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Qmt Bridge Financial Download

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通过 QMT Bridge 将财报下载到服务端缓存(POST)。在用户提到下载财报、补财务数据、 刷新 Pershareindex、下载 ROE 数据、财报缓存时使用;筛选指标请用 fundamental-screen。

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  • Added September 2, 2026
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Scanned September 2, 2026

npx -y skills add Serennity007/awesome-stock-quant-skills --skill qmt-bridge-financial-download --agent claude-code

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SKILL.md
---
name: qmt-bridge-financial-download
description: >-
  通过 QMT Bridge 将财报下载到服务端缓存(POST)。在用户提到下载财报、补财务数据、
  刷新 Pershareindex、下载 ROE 数据、财报缓存时使用;筛选指标请用 fundamental-screen。
---

# QMT Trading Skill · 财报下载

> **实现状态**:✅ `download_financial_data.py`

## 目标

向 Bridge 服务端 **写入** 财务数据缓存,供后续 `GET /api/financial/data` 或 [fundamental-screen](../qmt-bridge-fundamental-screen/SKILL.md) 使用。

## 何时用本 Skill(而非筛选 Skill)

| 场景 | 使用 |
|------|------|
| 用户明确要「下载/补全/刷新」财报 | **本 Skill** |
| 批量标的、指定表、下载后验证 | **本 Skill** |
| 按 ROE/EPS 等指标筛选 | [fundamental-screen](../qmt-bridge-fundamental-screen/SKILL.md) |
| 筛选时偶发缺数 | 筛选脚本默认 `--if-missing`;大批量仍建议先本 Skill |

## 脚本

```bash
# 下载每股指标表(默认 Pershareindex)
python skills/qmt-bridge-financial-download/scripts/download_financial_data.py \\
  --host HOST --port PORT \\
  --codes 600584.SH,603986.SH --table Pershareindex

# 下载后验证缓存是否有数据
python skills/qmt-bridge-financial-download/scripts/download_financial_data.py \\
  --codes 600584.SH --verify --wait 8

# 下载全部财务表(较慢,勿对全市场使用)
python skills/qmt-bridge-financial-download/scripts/download_financial_data.py \\
  --codes 600519.SH --all-tables --verify
```

`python skills/qmt-bridge-financial-download/scripts/download_financial_data.py` 与上述参数相同。

## 推荐流程(Agent)

```
1. 确认用户给出的股票列表(勿擅自扩大为全市场)
2. 说明:下载会写服务端缓存,可能耗时数秒~数十秒
3. 运行 download_financial_data.py,建议加 --verify
4. 若有仍无数据的代码:加大 --wait、检查 QMT 是否登录、或换表名
5. 需要筛选时,再运行 fundamental-screen 的 screen_financial.py
```

## 主要参数

| 参数 | 说明 |
|------|------|
| `--codes` | 必填,逗号分隔 |
| `--table` | 默认 `Pershareindex` |
| `--all-tables` | 下载全部表(慢) |
| `--start-time` / `--end-time` | 可选 YYYYMMDD |
| `--wait` | 下载后等待秒数(默认 5) |
| `--verify` | 等待后查询缓存;仍缺数时自动再等一轮(最多 `--wait` 秒) |
| `--json` | JSON 输出 |

## 常用财务表

| 表名 | 含义 |
|------|------|
| `Pershareindex` | 每股指标(ROE、EPS 等) |
| `Income` | 利润表 |
| `Balance` | 资产负债表 |
| `CashFlow` | 现金流量表 |

## API

| 操作 | 路径 |
|------|------|
| 下载 | `POST /api/download/financial_data` |
| 验证查询 | `GET /api/financial/data` |
| 名称 | `GET /api/utility/batch_stock_name` |

同步阻塞版:`POST /api/download/financial_data2`(本脚本未封装,需时用 REST 或客户端)。

## 安全

- **写操作**:会触发服务端向行情源拉取并缓存数据
- 勿对「沪深 A股」等超大列表无确认地下载
- 不提供投资建议

## 参考

- [fundamental-screen](../qmt-bridge-fundamental-screen/SKILL.md) · `[REST API](https://atorber.github.io/qmt-bridge/rest-api/)` · [`_shared/financial_util.py`](../_shared/financial_util.py)

Files in this skill

  • SKILL.md3.3 KB
  • scripts/README.md368 B
  • scripts/download_financial_data.py4.5 KB

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