财务数据 / Finance Data
Financial statements and corporate actions endpoints.
| Method | Endpoint | Description |
|---|
| GET | /v1/finance/balance | Balance sheet |
| GET | /v1/finance/income | Income statement |
| GET | /v1/finance/cash-flow | Cash flow statement |
| GET | /v1/finance/forecast | Performance forecast |
| GET | /v1/finance/shares | Share changes |
| GET | /v1/finance/dividend | Dividend history |
| GET | /v1/finance/lifting | Restricted share lifting |
| GET | /v1/finance/stock-repurchase | Stock repurchase |
| GET | /v1/finance/institute-recommend | Institute recommendations |
| GET | /v1/finance/restricted-release-summary | Restricted release summary |
| GET | /v1/finance/restricted-release-detail | Restricted release detail |
| GET | /v1/finance/restricted-release-queue | Restricted release batches |
| GET | /v1/finance/restricted-release-stockholder | Restricted release stockholders |
1. 资产负债表 / Balance Sheet
| Method | Endpoint |
|---|
| GET | /v1/finance/balance |
获取上市公司资产负债表数据。
| 参数 | 类型 | 必填 | 说明 |
|---|
symbol | string | ✅ | 股票代码 |
date | string | - | Report period (YYYY-MM-DD) |
start_date | string | - | Start date (YYYY-MM-DD) |
end_date | string | - | End date (YYYY-MM-DD) |
limit | int | - | 返回条数 (默认 20) |
2. 利润表 / Income Statement
| Method | Endpoint |
|---|
| GET | /v1/finance/income |
获取上市公司利润表数据。
| 参数 | 类型 | 必填 | 说明 |
|---|
symbol | string | ✅ | 股票代码 |
date | string | - | Report period (YYYY-MM-DD) |
start_date | string | - | Start date (YYYY-MM-DD) |
end_date | string | - | End date (YYYY-MM-DD) |
limit | int | - | 返回条数 (默认 20) |
3. 现金流量表 / Cash Flow
| Method | Endpoint |
|---|
| GET | /v1/finance/cash-flow |
获取上市公司现金流量表数据。
| 参数 | 类型 | 必填 | 说明 |
|---|
symbol | string | ✅ | 股票代码 |
date | string | - | Report period (YYYY-MM-DD) |
start_date | string | - | Start date (YYYY-MM-DD) |
end_date | string | - | End date (YYYY-MM-DD) |
limit | int | - | 返回条数 (默认 20) |
| Method | Endpoint |
|---|
| GET | /v1/finance/forecast |
获取上市公司业绩预告数据。
| 参数 | 类型 | 必填 | 说明 |
|---|
symbol | string | - | 股票代码 (可选) |
report_period | string | - | 报告期 (YYYY-MM-DD) |
limit | int | - | 返回条数 (默认 100) |
5. 股本变动 / Share Capital
| Method | Endpoint |
|---|
| GET | /v1/finance/shares |
获取上市公司股本变动历史。
| 参数 | 类型 | 必填 | 说明 |
|---|
symbol | string | ✅ | 股票代码 |
start_date | string | - | Start change date (YYYY-MM-DD) |
end_date | string | - | End change date (YYYY-MM-DD) |
limit | int | - | 返回条数 (默认 20) |
6. 分红数据 / Dividend
| Method | Endpoint |
|---|
| GET | /v1/finance/dividend |
获取上市公司分红送转历史。
| 参数 | 类型 | 必填 | 说明 |
|---|
symbol | string | ✅ | 股票代码 |
date | string | - | Report period (YYYY-MM-DD) |
start_date | string | - | Start date (YYYY-MM-DD) |
end_date | string | - | End date (YYYY-MM-DD) |
start_ex_dividend_date | string | - | Start ex-dividend date (YYYY-MM-DD) |
end_ex_dividend_date | string | - | End ex-dividend date (YYYY-MM-DD) |
limit | int | - | 返回条数 (默认 20) |
7. 限售解禁 / Share Lifting
| Method | Endpoint |
|---|
| GET | /v1/finance/lifting |
获取限售股解禁数据。
| 参数 | 类型 | 必填 | 说明 |
|---|
symbol | string | - | 股票代码 (可选) |
start_date | string | - | 开始日期 |
end_date | string | - | 结束日期 |
limit | int | - | 返回条数 (默认 100) |
8. Derived Financial Ratios
| Method | Endpoint |
|---|
| GET | /v1/finance/ratios |
Derived financial ratios merging dws_stock_quality_daily_snapshot (ROIC/ROE/margins/FCF) with dwd_finance_core_index (EPS/leverage/turnover/growth). Suitable for valuation modeling and fundamental screening.
| Parameter | Type | Required | Description |
|---|
symbol | string | ✓ | Stock code |
date | string | - | As-of date (YYYY-MM-DD) |
start_date | string | - | Start date |
end_date | string | - | End date |
limit | int | - | Max records (default 20) |
Response includes roic, roe, gross_margin, net_margin, fcf_margin, accrual_ratio, roe_wtd, roa_wtd, curr_ratio, quick_ratio, asset_liab_ratio, basic_eps, net_asset_ps, total_rev_yoy_gr, net_profit_yoy_gr.
9. Holder Structure
| Method | Endpoint |
|---|
| GET | /v1/finance/holder-structure |
Shareholder count history and top-10 floating holders, for chip-concentration and institutional-holding analysis.
| Parameter | Type | Required | Description |
|---|
symbol | string | ✓ | Stock code |
report_date | string | - | Report period (YYYY-MM-DD) |
limit | int | - | Number of periods (default 8, each includes top-10) |
Each row returns holder_count, holder_change_pct, avg_market_value, and a top10_holders array (name, holding amount, change ratio, float market value).
10. Research Reports
| Method | Endpoint |
|---|
| GET | /v1/finance/research-reports |
Sell-side research reports (title, institution, analyst, rating, target price, EPS forecasts) and institutional visit summaries.
| Parameter | Type | Required | Description |
|---|
symbol | string | - | Stock code (omit for latest market-wide) |
start_date | string | - | Start date |
end_date | string | - | End date |
limit | int | - | Max records (default 20) |
11. Event Calendar
| Method | Endpoint |
|---|
| GET | /v1/finance/event-calendar |
Aggregates dividend ex-dates, trading suspensions, and restricted-share unlocks into a unified event list, sorted by date descending.
| Parameter | Type | Required | Description |
|---|
symbol | string | ✓ | Stock code |
start_date | string | - | Start date |
end_date | string | - | End date |
limit | int | - | Max events (default 50) |
Each event contains date, event_type (dividend_ex / suspend / restricted_release), and description; some types include a detail object.
12. Event Confidence
| Method | Endpoint |
|---|
| GET | /v1/finance/event-confidence |
Event confidence scores quantifying the impact strength of market events (dragon-tiger list, restricted-share unlock, repurchase, rating change) on individual stocks.
| Parameter | Type | Required | Description |
|---|
symbol | string | ✓ | Stock code |
start_date | string | - | Start date |
end_date | string | - | End date |
limit | int | - | Max records (default 30) |
Response fields: event_type, event_subtype, event_confidence (0-1), impact_score, event_half_life_days, priced_in_flag, bias (bullish/bearish/neutral), importance.