Financial Data Visualization Analysis Assistant

The Problem Solved

When processing historical financial data for A-share listed companies, engineers often face specific pain points: annual report PDFs from CNINFO have complex layouts where account names are frequently split across lines and mixed with footnote references; manually consolidating 3 to 5 years of consolidated financial statements is time-consuming and prone to unit (CNY to 100M CNY) or mapping errors; furthermore, the lack of automated reconciliation with official public data (like East Money F10) undermines the reliability of the analysis.

Core Capabilities and Workflow

The skill decomposes financial analysis into a strict five-stage pipeline:
- Data Collection and Parsing: Automatically fetches annual report PDFs. It uses pdfplumber to detect page numbers, applies a pending_subject state machine to handle cross-line account names, cleans footnote references via regex, and outputs the three statements into xlsx files.
- Metric Calculation: Extracts 30+ core accounts from the structured data and standardizes units to 100M CNY. It automatically calculates solvency, operational, and profitability metrics, constructing a DuPont analysis tree based on ROE = Net Profit Margin × Total Asset Turnover × Equity Multiplier.
- Visualization and Validation: Generates a single-file HTML dashboard with 8 embedded ECharts trend charts and a pure HTML+CSS DuPont tree. Before delivery, it cross-references core accounts using the East Money F10 API, correcting the underlying JSON with F10 data if discrepancies are found.

Boundaries and Considerations

• The workflow heavily relies on external network APIs (CNINFO, East Money). If upstream APIs change, request parameters in cninfo_api.md must be manually adjusted.
• PDF parsing has inherent noise; income statement accounts allow a ±5% error margin, but balance sheet and cash flow metrics must match 100%, relying on the F10 API as a fallback for anomalies.
• Requires a Python 3.8+ runtime environment and write permissions for the working directory.