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 filelock

Configure 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 serve

Run 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

1. Download PDFs - Fetch annual reports from CNINFO (巨潮资讯网)
2. Extract Data - Parse financial footnotes using pdfplumber
3. LLM Analysis - Semantic analysis of financial data
4. Generate Portrait - Create visualization charts

Output Files

• portraits/Portrait__.png - Final visualization chart
• output2/_/ - Extracted Excel data
• output2/_/__LLM分析结果.xlsx - LLM analysis results
• RAWPDF/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 generation

Custom Directories

python fn_pipeline.py 688018 乐鑫科技 --rawpdf-dir /path/to/pdfs --output-dir /path/to/output

Troubleshooting

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