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FinLab

Your Open-Source Personal Investment Research Lab — Macro, A-Shares, Crypto, News & Reports — all in one CLI toolchain.

One person, one research department. Three roles, one framework.

你的开源个人投行研究室 — 宏观、A股、加密、新闻、研报一站式分析工具链。 一个人就是一个研究部门。三个角色,一套框架。


背景 / Background

中文: FinLab 源于一个真实需求:个人交易者需要像投行研究部一样系统化地分析市场,但 Bloomberg Terminal 太贵、Excel 太散、普通工具又不够深。于是我们把一套跑通了半年多的个人研究框架开源出来。

English: FinLab was born from a real need: individual traders need systematic market analysis like an investment bank's research department — but Bloomberg Terminal is too expensive, Excel is too fragmented, and off-the-shelf tools aren't deep enough. So we open-sourced a personal research framework that has been running in production for over six months.

三角色研究框架 / Three-role Research Framework

Role Focus
宏观总监 / Macro Director (GS+UBS+Citi) Global macro, rates, USD, asset allocation
行业首席 / Sector Chief (MS+CICC+NRI) Sector rotation, China assets, Asian FX
交易执行官 / Trade Executor (JPM+Bernstein+BofA) Entry timing, stop-loss, contrarian alpha

快速开始 / Quick Start

pip install finlab

# 查看可用命令 / See available commands
finlab --help

# 模块预览 / Preview modules
finlab macro
finlab ashare
| finlab news
finlab news
finlab report

模块 / Modules

Module Functionality Status
finlab macro Macro data fetching + scoring system (PPI/CPI/NFP/Unemployment) ✅ 完成 / Done
finlab ashare A-share sector scan + stock screening + trend analysis ✅ 完成 / Done
finlab news Real-time flash news + financial event analysis + briefs ✅ 完成 / Done
finlab report One-click 4-layer weekly report generation → Obsidian ✅ 完成 / Done

评分体系 / Scoring System

Score Label
8-10 🚀 Strongly Bullish / 强烈利多
6-7 ✅ Bullish / 利好
4-5 ⚖️ Neutral / 中性
2-3 🔴 Bearish / 利空
1 ⚠️ Strongly Bearish / 强烈利空

报告四层结构 / Four-Layer Report Structure

  1. Data Update / 数据更新 — Core indicators, charts, anomalies
  2. Policy & News / 政策与新闻 — Layered: macro → industry → company
  3. Thematic Analysis / 专题分析 — Event → cause → transmission → forecast
  4. Investment View / 投资观点 — Specific picks + risk warnings

架构 / Architecture

finlab/
├── finlab/
│   ├── cli.py          # Typer CLI 入口 / Entry point
│   ├── core/           # 数据模型 + 数据源抽象层
│   │   ├── models.py   # Dataclasses (MacroEvent, AShareSignal, etc.)
│   │   └── sources.py  # DataSource ABC + 插件化
│   ├── macro/          # 宏观模块 / Macro module
│   ├── ashare/         # A股模块 / A-share module
│   ├── news/           # 新闻模块 / News module
│   └── report/         # 研报模块 / Report module
├── tests/
├── data/
└── docs/

数据源 / Data Sources

Source Type Coverage
Baostock A-share historical Daily/minute kline
yfinance Global market US stocks, crypto, FX, commodities
Jin10 (MCP) Real-time flash + calendar Macro data, breaking events
金十数据 / Jin10 Markets Market snapshot Indices, commodities, FX

开发 / Development

git clone https://github.com/wjy3452801181-a11y/finlab.git
cd finlab
pip install -e ".[all]"

# 运行测试 / Run tests
pytest tests/

# 代码检查 / Lint
ruff check finlab/

贡献 / Contributing

Feedback is welcome — bugs, feature requests, documentation improvements, or naming complaints.

Discussions about data source integrations, new modules, or technical architecture are also welcome in Issues.


许可 / License

MIT © 2026 ray wang

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Open-source personal investment banking research toolkit — Macro data scoring, A-share sector scanning, crypto market analysis, financial event analysis. One person, one research desk.

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