# Financial Data

> 金融数据连接器 — 通过 Data Bridge 获取实时股票、财务报表、估值比率等结构化数据

- Skill: `claude-office-skills/financial-data` (Agent Skill)
- Install (CLI): `npx skillmds@latest add claude-office-skills/financial-data`
- Raw SKILL.md: https://api.skillmd.com/api/skills/claude-office-skills/financial-data/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: claude-office-skills (https://skillmd.com/u/claude-office-skills)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/claude-office-skills/financial-data

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## 金融数据连接器 v2.0（Data Bridge）

使用内置 `dataBridgePull()` 函数获取金融数据，**无需手写 XHR**。

### 获取综合财务数据

```javascript
var resp = dataBridgePull("yahoo-finance", "stock_info", { ticker: "AAPL" });
if (!resp || !resp.ok) return "获取数据失败: " + (resp ? resp.error : "网络错误");
var d = resp.data;

// d.summary — 公司概况
// d.keyStats — 估值指标
// d.incomeStatements — 历年损益表
// d.balanceSheets — 历年资产负债表
// d.cashFlows — 历年现金流量表
```

### 获取历史价格

```javascript
var resp = dataBridgePull("yahoo-finance", "stock_price", {
  ticker: "AAPL",
  range: "1y",
  interval: "1d"
});
if (!resp || !resp.ok) return "获取价格数据失败";
var prices = resp.data.prices; // [{date, open, high, low, close, volume}, ...]
```

### 数据字段参考

| 路径 | 字段 | 说明 |
|------|------|------|
| `d.summary` | shortName, sector, industry, currency, currentPrice, totalRevenue, grossProfit, netIncome, operatingCashflow, freeCashflow, totalCash, totalDebt, grossMargins, operatingMargins, profitMargins, ebitdaMargins, revenueGrowth, earningsGrowth, debtToEquity, returnOnEquity, returnOnAssets, fullTimeEmployees | 最新汇总 |
| `d.keyStats` | beta, trailingPE, forwardPE, priceToBook, enterpriseValue, enterpriseToRevenue, enterpriseToEbitda, pegRatio, sharesOutstanding, bookValue, dividendYield, marketCap | 估值指标 |
| `d.incomeStatements[i]` | endDate, totalRevenue, costOfRevenue, grossProfit, operatingIncome, netIncome, ebit, ebitda, interestExpense, taxProvision, researchDevelopment, sellingGeneralAdministrative | 损益表 |
| `d.balanceSheets[i]` | endDate, totalAssets, totalCurrentAssets, totalLiabilitiesNetMinorityInterest, totalCurrentLiabilities, stockholdersEquity, cashAndCashEquivalents, longTermDebt, totalDebt, netDebt, propertyPlantEquipment, inventory, receivables, minorityInterest | 资产负债 |
| `d.cashFlows[i]` | endDate, operatingCashFlow, capitalExpenditure, freeCashFlow, depreciationAndAmortization, changeInWorkingCapital | 现金流 |

### Ticker 格式

| 市场 | 格式 | 示例 |
|------|------|------|
| 美股 | 直接代码 | AAPL, MSFT, TSLA |
| 港股 | 代码.HK | 0700.HK, 9988.HK |
| A股(沪) | 代码.SS | 601899.SS, 600519.SS |
| A股(深) | 代码.SZ | 000858.SZ, 002594.SZ |

### 单位转换（配合建模）

Yahoo Finance 返回原始单位（如元），建模统一使用 millions：

```javascript
function _n(v) { return (typeof v === "number" && isNaN(v)) ? 0 : (v == null ? 0 : v); }
function toM(v) { return _n(v) / 1000000; }

ws.Range("B3").Value2 = toM(d.incomeStatements[0].totalRevenue);
```

### 重要规则

- **使用 `dataBridgePull`**：不要手写 XHR，直接调用 `dataBridgePull("yahoo-finance", "stock_info", { ticker: "..." })`
- **检查 `resp.ok`**：数据获取可能失败，必须检查
- **单位统一到 millions**：原始数据 ÷ 1,000,000，用 `toM()` 函数
- **数据安全访问**：`d.incomeStatements && d.incomeStatements.length > 0 ? d.incomeStatements[0].totalRevenue : 0`
- **字段名全部 camelCase**
- **A 股注意后缀**：上海 .SS，深圳 .SZ