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stock-data-assistant

Data & analytics

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Updated 10-16 08:54

About this skill

Stock Data Assistant (Unified Stock Data Assistant)

Integrating Historical data query、Real-time market data search and WeChat integration — a unified Skill with three major capabilities.

Architecture Overview

┌─────────────┐     ┌──────────────┐     ┌─────────────────┐
│   微信用户    │────▶│  picoclaw     │────▶│ stock-mcp (8001) │
│  (WeChat)   │     │  (LLM Gateway)│     │  历史数据查询     │
└─────────────┘     │  port:18790  │     ├─────────────────┤
                    │  微信 Channel │     │  WS (8765)       │
┌─────────────┐     │              │────▶│  实时行情推送     │
│  Web 前端    │────▶│  MCP Client  │     └─────────────────┘
│  (18080)    │     └──────────────┘
└─────────────┘

Core Capabilities

Capability Protocol Port Description
Historical data query MCP (streamable-http) 8001 K-lines/financials/indices/ETFs, etc.
Real-time market data push WebSocket 8765 A-shares/Hong Kong stocks/ETFs tick-by-tick
WeChat interaction picoclaw WeChat Channel — Natural language → MCP tool invocation

Quick Start

One-click Start

bash skills/stock-data-assistant/start_wechat_bridge.sh

This command will perform the following in sequence:

  1. Check/download picoclaw — automatically detect the system architecture and download from GitHub Releases
  2. Generate configuration — from .env read the LLM configuration, generate picoclaw.yaml
  3. Start picoclaw — start Gateway (18790) + WeChat Channel
  4. Start real-time subscription — start the WebSocket push service (8765)

WeChat login

# 显示微信登录二维码（扫码后即绑定）
.local/bin/picoclaw auth weixin

# 或者使用完整路径
./.local/bin/picoclaw auth weixin

After a successful QR code scan, you can directly send messages in WeChat to operate on stock data.

WeChat Conversation Example

📱 你: 查一下贵州茅台最近的日K线
🤖 AI: 正在为您查询贵州茅台(600519.SH)的日线数据...

📱 你: 腾讯控股现在价格多少？
🤖 AI: 腾讯控股(00700.HK) 当前价 XXX.XX 港元，涨幅 X.XX%

📱 你: 监控 00700.HK 涨跌超过2%就通知我
🤖 AI: 已设置涨跌幅告警，触发条件：±2.00%

📱 你: 列出今天涨幅最大的10只A股
🤖 AI: 正在筛选今日涨幅榜 Top 10...

Manual Step-by-step Operation

Step 1: Install picoclaw

bash skills/stock-data-assistant/setup_picoclaw.sh
# 或指定版本
bash skills/stock-data-assistant/setup_picoclaw.sh v0.2.5

Step 2: Generate picoclaw configuration

python3 skills/stock-data-assistant/generate_picoclaw_config.py
# 自定义参数
python3 skills/stock-data-assistant/generate_picoclaw_config.py \
    --mcp-token sk-your-token-here \
    --output ./my-config.yaml

Step 3: Start picoclaw

export PATH=".local/bin:$PATH"
picoclaw run --config .local/picoclaw.yaml

Step 4: Log in to WeChat

picoclaw auth weixin

Configuration Instructions

LLM configuration (automatically reused from .env)

The configuration generator will automatically read the following environment variables:

Variable Description Default value
OPENAI_API_KEY API key (required)
OPENAI_BASE_URL API endpoint https://api.openai.com/v1
OPENAI_MODEL Model name gpt-4

MCP Server Configuration

Variable Description
STOCK_MCP_SERVER_URL MCP service address (default http://localhost:8001/messages）
STOCK_MCP_TOKEN MCP authentication token

Generated configuration file structure

See references/picoclaw_config_example.yaml

Management Commands

# 查看状态
bash skills/stock-data-assistant/start_wechat_bridge.sh --status

# 停止所有服务
bash skills/stock-data-assistant/start_wechat_bridge.sh --stop

# 仅启动（不启用实时订阅）
bash skills/stock-data-assistant/start_wechat_bridge.sh --no-rt

# 指定订阅股票
bash skills/stock-data-assistant/start_wechat_bridge.sh --symbols 00700.HK,600519.SH

MCP Tools Overview (available via WeChat)

After picoclaw connects to stock_datasource via the MCP protocol, the following tools are all available in WeChat:

K-line data

  • tushare_daily_get_daily_data — daily K-lines (OHLCV)
  • tushare_daily_get_latest_daily — latest trading day data
  • akshare_hk_* — Hong Kong stock daily data

Fundamentals

  • tushare_daily_basic_get_daily_basic — indicators such as PE/PB/market cap
  • tushare_balancesheet_* — balance sheet
  • tushare_income_* — income statement
  • tushare_cashflow_* — cash flow statement

Indices and ETFs

  • tushare_index_* — index data
  • tushare_fund_* — ETF data

Market

  • tushare_trade_cal_get_cal — trading calendar

The complete tool list can be dynamically obtained via the MCP tools/list interface (about 76+ tools)

Real-time data (WebSocket)

Provided via skills/stock-rt-subscribe , supporting:

  • Real-time push: updates quotes every 3–5 seconds
  • Multi-market: A-shares / Hong Kong stocks / ETF
  • Alert strategies: limit up/limit down, sharp fluctuations, unusual volume, price breakout

Detailed documentation: ../stock-rt-subscribe/SKILL.md

Directory structure

skills/stock-data-assistant/
├── SKILL.md                              # 本文档
├── setup_picoclaw.sh                     # 自动下载 picoclaw
├── generate_picoclaw_config.py           # 从 .env 生成配置
├── start_wechat_bridge.sh                # 一键启动脚本
└── references/
    └── picoclaw_config_example.yaml     # 配置示例

Troubleshooting

Issue Solution
picoclaw download failed Check network/proxy; or manually download from GitHub and place it in .local/bin/
OPENAI_API_KEY not set Ensure the .env file contains the OPENAI_API_KEY field
API key required (MCP) Set the STOCK_MCP_TOKEN environment variable or edit the configuration file
WeChat QR code expired Re-run picoclaw auth weixin
No real-time data push Check whether subscribe_client.py is running normally and whether port 8765 is reachable
picoclaw cannot call MCP tools Confirm that the MCP service (8001) is running normally and the token is valid

Dependencies

  • Python >= 3.9 — used for configuration generation and real-time data subscription
  • picoclaw >= v0.2.5 — automatically installed by setup_picoclaw.sh Auto Install
  • stock_datasource MCP service — port 8001 (must be started first)
  • stock_datasource Backend — port 6666 (must be started first)