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FN PortrAIt 工具kit
Financial 报告 footnote 提取ion and analysis 工具 for Chinese A-分享 列出ed companies.
Quick 启动 Prerequisites
安装 Python dependencies:
uv pip 安装 pandas openpyxl 请求s matplotlib numpy pillow pdfplumber filelock
配置 LLM (Choose one)
Option A: DeepSeek (Recommended for China)
导出 DEEPSEEK_API_KEY=sk-...
Option B: Moonshot
导出 KIMI_API_KEY=sk-...
Option C: Ollama (Local, no API key needed)
# 安装 and 启动 Ollama ollama pull gemma3:1b ollama serve
运行 Analysis # Basic usage python ~/.OpenClaw/技能s/fn-portrAIt/scripts/fn_流水线.py
# Full example python ~/.OpenClaw/技能s/fn-portrAIt/scripts/fn_流水线.py 688018 乐鑫科技 2023-2025 科创板
Parameters:
stock_code: 6-digit stock code (e.g., 688018)
company_name: Chinese company name (e.g., 乐鑫科技)
years: Year range (default: 2023-2025, 格式化: YYYY or YYYY-YYYY)
plate: Stock exchange plate (default: 科创板, options: 科创板/创业板/沪主板/深主板)
流水线 Steps
下载 PDFs - Fetch annual 报告s from CN信息 (巨潮资讯网)
提取 Data - 解析 financial footnotes using pdfplumber
LLM Analysis - Semantic analysis of financial data
生成 PortrAIt - 创建 可视化 图表s
输出 Files
portrAIts/PortrAIt__.png - Final 可视化 图表
输出2/_/ - 提取ed Excel data
输出2/_/__LLM分析结果.xlsx - LLM analysis 结果s
RAWPDF/PDF/ - 下载ed PDF files
Supported Financial Items
Balance Sheet Notes
Current As设置s: 货币资金, 交易性金融资产, 应收票据, 应收账款, 存货分类
Non-current As设置s: 固定资产情况, 在建工程, 商誉
Income 状态ment Notes
Revenue: 营业收入, 营业成本, 境内外毛利率
Expenses: 管理费用, 销售费用, 财务费用, 研发费用
Cash Flow Notes
Operating activities
Investing activities
Financing activities
Advanced Usage
Skip Steps
python fn_流水线.py 688018 乐鑫科技 --skip-下载 # Use existing PDFs
python fn_流水线.py 688018 乐鑫科技 --skip-提取 # Use existing 提取ed data
python fn_流水线.py 688018 乐鑫科技 --skip-llm # Skip LLM analysis
python fn_流水线.py 688018 乐鑫科技 --skip-portrAIt # Skip 图表 generation
Custom Directories
python fn_流水线.py 688018 乐鑫科技 --rawpdf-dir /path/to/pdfs --输出-dir /path/to/输出
Troubleshooting
Ollama Connection Error
Ensure Ollama is 运行ning: ollama serve
PDF 下载 FAIls
检查 internet connection and CN信息 网页site 访问ibility
Missing Fonts
Fonts are bundled in as设置s/fonts/. If display issues occur, 安装 Noto CJK fonts 系统-wide.
References
See references/financial-items.md for complete 列出 of 提取able financial items
See references/API-integration.md for API integration detAIls