- name
- fn-portrait
- description
- Financial report footnote extraction and analysis tool for Chinese A-share listed companies. Use when: (1) User wants to extract financial note data from annual reports (附注), (2) User wants to analyze financial statement footnotes, (3) User mentions 'Portrait', '财报附注', '年报分析', 'financial notes extraction', (4) User wants to download annual reports from CNINFO (巨潮资讯网), (5) User wants to visualize financial data from Chinese stock reports. Supports Shanghai/Shenzhen stock exchanges, STAR Market (科创板), ChiNext (创业板), and main boards.
- license
- MIT
FN Portrait Toolkit
Financial report footnote extraction and analysis tool for Chinese A-share listed companies.
Quick Start
Prerequisites
Install Python dependencies:
uv pip install pandas openpyxl requests matplotlib numpy pillow pdfplumber filelockConfigure LLM (Choose one)
Option A: DeepSeek (Recommended for China)
export DEEPSEEK_API_KEY=sk-...Option B: Moonshot
export KIMI_API_KEY=sk-...Option C: Ollama (Local, no API key needed)
# Install and start Ollama
ollama pull gemma3:1b
ollama serveRun Analysis
# Basic usage
python ~/.openclaw/skills/fn-portrait/scripts/fn_pipeline.py <stock_code> <company_name>
# Full example
python ~/.openclaw/skills/fn-portrait/scripts/fn_pipeline.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, format: 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)
Pipeline Steps
- Download PDFs - Fetch annual reports from CNINFO (巨潮资讯网)
- Extract Data - Parse financial footnotes using pdfplumber
- LLM Analysis - Semantic analysis of financial data
- Generate Portrait - Create visualization charts
Output Files
portraits/Portrait_<code>_<name>.png- Final visualization chartoutput2/<code>_<name>/- Extracted Excel dataoutput2/<code>_<name>/<code>_<name>_LLM分析结果.xlsx- LLM analysis resultsRAWPDF/<name>PDF/- Downloaded PDF files
Supported Financial Items
Balance Sheet Notes
- Current Assets: 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 Assets: 固定资产情况, 在建工程, 商誉
Income Statement 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_pipeline.py 688018 乐鑫科技 --skip-download # Use existing PDFs
python fn_pipeline.py 688018 乐鑫科技 --skip-extract # Use existing extracted data
python fn_pipeline.py 688018 乐鑫科技 --skip-llm # Skip LLM analysis
python fn_pipeline.py 688018 乐鑫科技 --skip-portrait # Skip chart generationCustom Directories
python fn_pipeline.py 688018 乐鑫科技 --rawpdf-dir /path/to/pdfs --output-dir /path/to/outputTroubleshooting
Ollama Connection Error
Ensure Ollama is running: ollama serve
PDF Download Fails
Check internet connection and CNINFO website accessibility
Missing Fonts
Fonts are bundled in assets/fonts/. If display issues occur, install Noto CJK fonts system-wide.
References
- See references/financial-items.md for complete list of extractable financial items
- See references/api-integration.md for API integration details