Equity research toolkit: earnings expectation comparison alerts, broker research report search, download and AI parsing, monthly broker top picks statistics, institutional research retrieval, balance sheet query and analysis.
Data Source
| API | Description | Fetch Method |
|---|---|---|
forecast_vip |
Earnings Forecast | period Full volume by reporting period |
express_vip |
Earnings Flash Report | period Full volume by reporting period |
income_vip |
Official Earnings | period Full volume by reporting period |
report_rc |
Broker Earnings Estimates | start_date + end_date By date range (pagination supported) |
Period Adaptive Rules
ingest.py Based on the current dateautomatically calculate period, no manual specification needed:
| Time Window | Automatically Fetched period | Description |
|---|---|---|
| January 1 - April 30 | 上年1231 + 当年0331 |
Annual Report + Q1 Disclosure Season |
| May 1 - August 31 | 当年0630 |
Interim Report Disclosure Season |
| September 1 - October 31 | 当年0930 |
Q3 Disclosure Season |
| November 1 - December 31 | 当年1231 |
Annual Report Pre-disclosure Period |
Example: On February 3, 2026, automatically fetch 20251231 + 20260331
Module Index
| Domain | Module | Keywords | Description | Reference Documentation |
|---|---|---|---|---|
| Financial Analysis | Earnings Monitoring | Earnings Forecast/Flash Report/Above Expectations/In Line with Expectations | Actual earnings vs. broker estimates, generate alerts | modules/fundamental/earnings.md |
| Financial Analysis | Balance Sheet | Balance Sheet/Assets | Fetch and query balance sheet data | modules/fundamental/balancesheet.md |
| Financial Analysis | Financial Indicators | Financial Indicators/ROE/ROA | Fetch and query financial indicator data | modules/fundamental/fina_indicator.md |
| Financial Analysis | Cash Flow Statement | Cash Flow Statement/Cash Flow | Fetch and query cash flow statement data | modules/fundamental/cashflow.md |
| Financial Analysis | Main Business Composition | Main Business/Product Composition/Regional Composition | Break down main business revenue by product/region/industry | modules/fundamental/fina_mainbz.md |
| General Data | Broker Research Reports | Research Report/Parsing/PDF | Search, download + Gemini extracts viewpoints | modules/data/research_report.md |
| General Data | Broker Top Picks | Top Picks/Monthly Top Picks | Fetch and compile statistics on monthly broker top picks | modules/data/broker_recommend.md |
| General Data | Institutional Research | Institutional Research/Research | Search research by company/institution/personnel | modules/data/stk_surv.md |
| Technical Analysis | Technical Factors | Technical Factors/MACD/KDJ/RSI/Bollinger Bands/Moving Averages | Daily-frequency 261-dimensional factors, including forward-adjusted/backward-adjusted/unadjusted | modules/technical/stk_factor_pro.md |
| Technical Analysis | Magic Nine | Magic Nine/Nine-Turn Sequence/Bottom Fishing/Top Escaping | TD Sequential reversal signal, daily + 60min | modules/technical/stk_nineturn.md |
| Sentiment Analysis | — | News/Sentiment/Stock Forum | TODO | modules/sentiment/_index.md |
Full Data Refresh
full_sync.py Pull all data sources at once and update the database. Period is calculated automatically, logs are saved to logs/full_sync_YYYYMMDD_HHMMSS.log。
cd stock-research-group
# 执行全量刷新（自动计算 period）
python full_sync.py
# 指定基准日期
python full_sync.py --date 20260208
# 预览步骤（不执行）
python full_sync.py --dry-run
Steps are driven by the sync_registry.json registry; to add a new module, simply append an entry to the registry and set enabled: false to skip it.
A single step failure does not block subsequent execution; a summary is output at the end (success/failure counts, elapsed time). VIP steps require 5000 points.
Operating Conventions
User Preferences：
- When the user requests "read the research report/read it/parse it", directly execute the download and parsing process without seeking approval again.