Instead of thinking in terms of individual API calls, use the following workflow templates to accomplish common financial research tasks. These templates define the logical steps and data requirements for high-quality outputs.
1. Single Asset Price Analysis
Use for: "How is XX doing lately?", "Is this stock strong recently?", "How has it performed this year?"
Workflow: Parse asset $\rightarrow$ Determine time range $\rightarrow$ Fetch price + basic indicators $\rightarrow$ Summarize price change, volume, highs/lows, and volatility $\rightarrow$ Output conclusion + key numbers.
2. Multi-Asset Comparison
Use for: "Who is stronger, XX or YY?", "Compare these few companies."
Workflow: Lock targets $\rightarrow$ Unify timeframes $\rightarrow$ Select 3-5 key indicators $\rightarrow$ Output comparison table $\rightarrow$ Summarize strengths.
3. Financial Quality Snapshot
Use for: "Check XX's financial report", "Profit trends over recent quarters."
Workflow: Fetch last 8 quarters + latest annual core data $\rightarrow$ Categorize Revenue, Profit, Gross Margin, ROE, and Cash Flow $\rightarrow$ Highlight improvements/deteriorations $\rightarrow$ Specify cumulative vs. single-quarter vs. YoY metrics.
4. Valuation Analysis & Screening
Use for: "Is the valuation high?", "Who is cheaper?", "Screen for low valuation and high dividend stocks."
Workflow: Define target pool $\rightarrow$ Fetch daily_basic and other valuation indicators $\rightarrow$ Link with financial quality if necessary $\rightarrow$ Output rankings and extremes.
5. Fund Flow Tracking
Use for: "What are funds buying lately?", "Where is Northbound capital flowing?", "Who has the most main force inflow?"
Workflow: Define flow type (Northbound / Main Force / Dragon-Tiger List / Sector) $\rightarrow$ Determine time window $\rightarrow$ Fetch net inflow / active volume / persistence $\rightarrow$ Correlate with price action.
6. Sector / Theme Rotation Analysis
Use for: "Which sector is strongest lately?", "What is driving the Robotics sector?", "Which stocks are in the [Concept] sector?"
Workflow: Determine classification $\rightarrow$ Fetch sector performance $\rightarrow$ Link with constituent stocks, fund flows, and limit-up teams $\rightarrow$ Output sector rankings and representative stocks.
7. Announcement / News / Event Review
Use for: "What are the recent announcements?", "Any catalysts recently?"
Workflow: Define target and time window $\rightarrow$ Fetch announcements / news / research reports / policies $\rightarrow$ De-noise to extract 3-5 main lines $\rightarrow$ Distinguish facts from media interpretation.
8. Data Export & Research Preparation
Use for: "Pull a CSV", "Create backtesting data tables", "Export historical price/financial data."
Workflow: Define range, frequency, and fields $\rightarrow$ Use segmented fetching $\rightarrow$ Clean, deduplicate, and unify types $\rightarrow$ Output CSV/Parquet with file path and metadata.
9. Comprehensive Research Briefing
Use for: "Quickly research XX", "Provide an investor-perspective briefing."
Workflow: One-sentence conclusion $\rightarrow$ Price performance $\rightarrow$ Financial trends $\rightarrow$ Valuation $\rightarrow$ Fund flow $\rightarrow$ News catalysts $\rightarrow$ Risk points $\rightarrow$ Deep-dive questions.
