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iFinD Excel Plugin
iFinD 同花顺 Excel 插件函数参考手册，包含股票、港股、美股、债券、基金、期货等全部金融数据指标的函数表达式、参数代码和使用说明。生成 Excel 数据文件时可参考此 skill 的指标描述。
OpenClaw
Rank
62
Safety
84
Downloads
1.1k
Updated
Oct 11, 2026
Version
10.1.0
Source
CLAWHUB
About
What it does, and when to use it.
Capability contract not published. No trust telemetry is available yet. 1.1K downloads reported by the source. Last updated 10/11/2026.
Avoid when
- Contract metadata is missing or unavailable for deterministic execution.
Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing
Public facts
Every fact links back to the source it came from.
- Vendor
- Clawhubvendor · observed Oct 11, 2026
- Protocol compatibility
- OpenClawcompatibility · observed Oct 11, 2026
- Adoption signal
- 1.1K downloadsadoption · observed Oct 11, 2026
- Latest release
- 10.1.0release · observed Apr 28, 2026
- Handshake status
- UNKNOWNsecurity
Install and run
Setup complexity: low.
clawhub skill install s174c3qf7rzby58ss8ght6wmyd83hx75:ifind-excel-plugin- Install using `clawhub skill install s174c3qf7rzby58ss8ght6wmyd83hx75:ifind-excel-plugin` in an isolated environment before connecting it to live workloads.
- No published capability contract is available yet, so validate auth and request/response behavior manually.
- Review the upstream CLAWHUB listing at https://clawhub.ai/laigen/ifind-excel-plugin before using production credentials.
Contract: missing
curl -s "https://www.xpersona.co/api/v1/agents/clawhub-laigen-ifind-excel-plugin/snapshot"
Documentation
CLAWHUB
141,399 characters of source documentation, loaded on request.
Extracted files
5 files captured from the source.
SKILL.md
---
name: ifind-excel-plugin
description: iFinD 同花顺 Excel 插件函数参考手册，包含股票、港股、美股、债券、基金、期货等全部金融数据指标的函数表达式、参数代码和使用说明。生成 Excel 数据文件时可参考此 skill 的指标描述。
metadata:
author: laigen
version: "10.1"
source: iFinD Excel 数据插件帮助手册
---
# iFinD Excel 插件函数参考
## 简介
iFinD（同花顺）Excel 数据插件是同花顺机构版金融数据终端的外挂模块，可在 Excel 中直接提取金融数据。
本 skill 包含全部指标函数表达式参考，用于指导生成带 iFinD 公式的 Excel 文件。
## thsiFinD 函数详解
### 函数概述
Excel 插件的核心功能是 Excel 函数表达式。**thsiFinD** 是同花顺最新研发的函数，函数命名表明是同花顺 iFinD 的函数。机构版终端各交易品种的数据浏览器指标在 Excel 中的函数表达式统一使用 thsiFinD 函数，新函数的数据提取更趋稳定快速。
插件总共自定义了约 **14000 个指标代码**，用于提取各种证券的指标数据。
### 函数格式
```
=thsiFinD("指标代码", "证券代码", 参数1, 参数2, ...)
```
函数参数由 **"指标代码"** 和 **"指标参数"** 两部分组成。
### 指标代码命名规则
指标代码的命名逻辑：`THS_指标名称_证券品种`
- **指标名称**：采用指标英文名称组合
- **证券品种**：采用证券英文名称
| 证券品种 | 英文名称 | 示例 |
|----------|----------|------|
| 股票 | STOCK | `ths_close_stock`、`ths_pe_stock` |
| 债券 | BOND | `ths_yield_bond` |
| 可转债 | CBOND | `ths_close_cbond` |
| 基金 | FUND | `ths_nav_fund` |
| 指数 | INDEX | `ths_close_index` |
| 期货 | FUTURES | `ths_close_futures` |
| 港股 | HK | `ths_close_hk` |
| 美股 | US | `ths_close_us` |
**示例**：
```
=thsiFinD("ths_stock_short_name_stock", "") // 获取股票简称（基本资料）
=thsiFinD("ths_close_stock", "300033", "2024-01-01") // 获取收盘价
```
### 指标参数详解
指标参数涉及 **5 个常用变量**：
| 参数名称 | 参数变量 | 说明 |
|----------|----------|------|
| 代码 | thsCode | 证券代码（交易代码或同花顺代码） |
| 日期 | Date | 交易日、区间首日(StartDate)、区间尾日(EndDate) |
| 报告期 | ReportDate | 定期报告截止日（年报、中报、一季报、三季报） |
| 类型参数 | Type | 对指标的进一步描述和说明 |
| 指标编码 | ItemsCode | 主要应用于报表科目 |
#### 1. 代码参数 (thsCode)
在机构版终端，证券代码可以是 **交易代码**，也可以是 **同花顺代码**。
**交易代码**：一串数字（整型数据），在 Excel 中可以直接引用：
```
=thsiFinD("ths_stock_short_name_stock", 300033) // 整型，无需引号
```
**同花顺代码**：字符串格式，在 Excel 中必须用双引号引用：
```
=thsiFinD("ths_stock_short_name_stock", "300033") // 字符串，必须带引号
=thsiFinD("ths_close_stock", "000001.SZ", "2024-01-01")
```
#### 2. 日期参数 (Date)
日期参数具体分为：
- **交易日 (Date)**：单个日期
- **区间首日 (StartDate)**：日期区间起始
- **区间尾日 (EndDate)**：日期区间结束
支持 **3 种日期格式**：
| 格式类型 | 格式示例 | Excel 引用方式 |
|----------|----------|----------------|
| 整型 YYYYMMDD | `20130109` | 直接引用，无需引号 |
| 字符串 YYYY-MM-DD | `"2013-01-09"` | 必须带双引号 |
| 字符串 YYYY/MM/DD | `"2013/01/09"` | 必须带双引号 |
**示例**：
```
=thsiFinD("ths_close_price_stock", "300033", 20130109, 100, "") // 整型日期
=thsiFinD("ths_close_price_stock", "300033", "2013-01-09", 100, "") // 字符串日期
=thsiFinD("ths_close_stock", "000001.SZ", "2024-01-01", "2024-12-31") // 日期区间
```
#### 3. 报告期/截止日期参数 (ReportDate)
**重要说明**：报告期/截止日期参数需要包含在**每一个函数调用示例中**，并非只有财务报告才有该参数。
- 对于**财务类指标**：报告期就是定期报告截止日（年报、中报、一季报、三季报）
- 对于**行情类指标**：报告期就是行情日期
- 对于**估值类指标**：报告期就是估值日期
**核心原理**：所有公式都是提取**时序指标**，报告期参数对应于时序值的时间点。
**财务报告期代码对照表**：
| 报告类型 | 截止日期 | 代码 |
|----------|----------|------|
| 年报 | 12月31日 | 100 |
| 一季报 | 3月31日 | 101 |
| 中报 | 6月30日 | 102 |
| 三季报 | 9月30日 | 103 |
#### 绝对日期格式（优先推荐）
**重要**：报告期/截止日期/交易日期**推荐使用绝对日期格式**，优先级高于相对代码格式。
**绝对日期格式**即直接指定具体日期，格式与日期参数一致：
- YYYYMMDD（整型）：如 `20241231`、`20240630`
- YYYY-MM-DD（字符串）：如 `"2024-12-31"`、`"2024-06-30"`
- YY_meta.json
{
"ownerId": "kn7fw4bnhsaf250vztqhw0t6js81z2pe",
"slug": "ifind-excel-plugin",
"version": "10.1.0",
"publishedAt": 1777343854526
}skill-card.md
## Description: Provides a Chinese-language reference for iFinD/同花顺 Excel plugin formulas, parameter codes, and financial indicator definitions across stocks, Hong Kong stocks, U.S. stocks, bonds, funds, futures, and related markets. This skill is ready for commercial/non-commercial use. ## Publisher: [laigen](https://clawhub.ai/user/laigen) ### License/Terms of Use: MIT-0 ## Use Case: Developers and analysts use this skill to select iFinD Excel indicator codes and generate formulas or workbook-generation code for financial data retrieval. It is most relevant for workflows that already depend on iFinD/同花顺 Excel access. ### Deployment Geography for Use: Global ## Known Risks and Mitigations: Risk: Generated Excel formulas may query financial data through the user's logged-in iFinD environment. Mitigation: Review formulas and target workbooks before opening, refreshing, or sharing them. Risk: Some catalog entries may be malformed. Mitigation: Validate selected indicator codes and parameters against the iFinD Excel plugin before relying on generated results. Risk: The reference material is primarily Chinese-language financial data documentation. Mitigation: Use it only in workflows where the user can interpret the Chinese indicator names, parameters, and market conventions. ## Reference(s): - [ClawHub Skill Page](https://clawhub.ai/laigen/skills/ifind-excel-plugin) - [iFinD Excel Plugin Skill Source](artifact/SKILL.md) - [iFinD Indicator Code Catalogs](artifact/ref/) ## Skill Output: **Output Type(s):** [text, markdown, code, configuration, guidance] **Output Format:** [Markdown with Excel formulas and optional code snippets] **Output Parameters:** [1D] **Other Properties Related to Output:** [Outputs may include thsiFinD Excel formulas, indicator-code selections, parameter guidance, and workbook-generation examples.] ## Skill Version(s): 10.1.0 (source: server release metadata; artifact frontmatter lists 10.1) ## Ethical Considerations: Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
ref/codes_bcm.json
[
{
"code": "ths_product_share_chg_bcm",
"name": "产品份额变化",
"description": "产品份额",
"params": ""
},
{
"code": "ths_product_shares_bcm",
"name": "产品份额",
"description": "产品份额",
"params": ""
},
{
"code": "ths_sq_pur_and_redemp_net_amt_bcm",
"name": "单季度申购赎回净额",
"description": "产品份额",
"params": ""
},
{
"code": "ths_sq_total_redemp_share_bcm",
"name": "单季度总赎回份额",
"description": "产品份额",
"params": ""
},
{
"code": "ths_total_redemp_share_rp_bcm",
"name": "报告期总赎回份额",
"description": "产品份额",
"params": ""
},
{
"code": "ths_dur_bcm",
"name": "日,101-截止日1 周前,102-截止日2 周前,103-截止日52 周前,104-截止日1 月前,105-截止日3 月前,106-截止日6 月前,107-截止日1 年前,108-截止日3 年前,109-本年初,110-本月初,111-本周一,112-下半年初,113-上市首日),截止交易日期(100-最新,110-前一交易日,102-上周末,103-上月末,104-上年末,105-上半年末),计算周期(100-日,101-周,102-月,103-年),收益率计算方法(101-普通收益率,100-对数收益率),标的指数(000001.SH-上证综合指数,000016.SH-上证50 指数,000010.SH-上证180 指数,399001.SZ-深证成份指数,399106.SZ-深证综合指数,399903.SZ-中证100 指数,000300.SH-沪深300 指数,000906.SH-中证800 指数,000935.SH-中证信息技术指数,000933.SH-中证医药卫生指数,000012.SH-上证国债指数,H11001.CSI-中证全债指数,133333.MI-MSCI CHINA A指数)基本资料存续期",
"description": "起始交易日期(100-截止日前一交易",
"params": ""
},
{
"code": "ths_high_pur_fee_rate_bcm",
"name": "最高申购费率",
"description": "基本资料",
"params": ""
},
{
"code": "ths_invest_manager_current_bcm",
"name": "投资经理(现任)",
"description": "基本资料",
"params": ""
},
{
"code": "ths_invest_objective_bcm",
"name": "投资目标",
"description": "基本资料",
"params": ""
},
{
"code": "ths_invest_socpe_bcm",
"name": "日,101-截止日1 周前,102-截止日2 周前,103-截止日52 周前,104-截止日1 月前,105-截止日3 月前,106-截止日6 月前,107-截止日1 年前,108-截止日3 年前,109-本年初,110-本月初,111-本周一,112-下半年初,113-上市首日),截止交易日期(100-最新,110-前一交易日,102-上周末,103-上月末,104-上年末,105-上半年末),计算周期(100-日,101-周,102-月,103-年),收益率计算方法(101-普通收益率,100-对数收益率),标的指数(000001.SH-上证综合指数,000016.SH-上证50 指数,000010.SH-上证180 指数,399001.SZ-深证成份指数,399106.SZ-深证综合指数,399903.SZ-中证100 指数,000300.SH-沪深300 指数,000906.SH-中证800 指数,000935.SH-中证信息技术指数,000933.SH-中证医药卫生指数,000012.SH-上证国债指数,H11001.CSI-中证全债指数,133333.MI-MSCI CHINA A指数)基本资料投资范围",
"description": "起始交易日期(100-截止日前一交易",
"params": ""
},
{
"code": "ths_is_extract_perf_reward_bcm",
"name": "是否提取业绩报酬",
"description": "基本资料",
"params": ""
},
{
"code": "ths_manage_fee_rate_bcm",
"name": "管理费率",
"description": "基本资料",
"params": ""
},
{
"code": "ths_perf_comparative_benchmark_bcm",
"name": "业绩比较基准",
"description": "基本资料",
"params": ""
},
{
"code": "ths_plan_type_bcm",
"name": "计划类型",
"description": "基本资料",
"params": ""
},
{
"code": "ths_product_thscode_bcm",
"name": "产品同花顺代码",
"description": "基本资料",
"params": ""
},
{
"code": "ths_surplus_duration_bcm",
"name": "剩余存续期",
"description": "基本资料",
"params": ""
},
{
"code": "ths_actual_issue_scale_bcm",
"name": "实际发行规模",
"description": "基本资料/发行ref/codes_cbond.json
[
{
"code": "ths_holder_held_num_cbond",
"name": "持有人持有数量",
"description": "持有人指标",
"params": ""
},
{
"code": "ths_holder_held_ratio_cbond",
"name": "持有人持有比例",
"description": "持有人指标",
"params": ""
},
{
"code": "ths_issue_cost_explain_cbond",
"name": "发行费用说明",
"description": "截止日期(100-最新),排名(0-前10 名,1-第1 名,2-第2 名,3-第3 名,4-第4 名,5-第5 名,6-第6 名,7-第7 名,8-第8 名,9-第9 名,10-第10 名) 发行指标/发行费用持有人指标 持有人名称 ths_holder_name_cbond",
"params": ""
},
{
"code": "ths_total_issue_cost_cbond",
"name": "发行费用合计",
"description": "发行指标/发行费用发行指标/发行费用",
"params": ""
},
{
"code": "ths_csrc_approval_ad_cbond",
"name": "网上获配比例% THS_ONLINE_PLACE_RATIO_CBOND证监会批准公告日",
"description": "发行指标/发行结果发行指标/发行结果",
"params": ""
},
{
"code": "ths_holders_meeting_ad_cbond",
"name": "股东大会公告日",
"description": "发行指标/发行结果发行指标/发行结果",
"params": ""
},
{
"code": "ths_ir_online_issue_pur_code_cbond",
"name": "网上发行申购代码",
"description": "发行指标/发行结果发行指标/发行结果",
"params": ""
},
{
"code": "ths_offline_allocated_amt_cbond",
"name": "网下获配金额",
"description": "发行指标/发行结果发行指标/发行结果",
"params": ""
},
{
"code": "ths_offline_valid_pur_account_num_cbond",
"name": "网下有效申购户数",
"description": "发行指标/发行结果 网下中签率 ths_offline_lottery_ratio_cbond发行指标/发行结果",
"params": ""
},
{
"code": "ths_offline_valid_pur_amt_cbond",
"name": "网下有效申购金额",
"description": "发行指标/发行结果发行指标/发行结果",
"params": ""
},
{
"code": "ths_online_blocked_fund_cbond",
"name": "网上冻结资金",
"description": "发行指标/发行结果发行指标/发行结果 网上中签率 ths_online_lottery_ratio_cbond",
"params": ""
},
{
"code": "ths_online_signing_date_cb",
"name": "网上中签号发布日",
"description": "发行指标/发行结果发行指标/发行结果",
"params": ""
},
{
"code": "ths_online_valid_pur_people_num_cbond",
"name": "网上有效申购户数",
"description": "发行指标/发行结果发行指标/发行结果",
"params": ""
},
{
"code": "ths_place_amt_ps_cbond",
"name": "每股配售额",
"description": "发行指标/发行结果",
"params": ""
},
{
"code": "ths_underwrite_balance_cbond",
"name": "包销余额",
"description": "发行指标/发行结果",
"params": ""
},
{
"code": "ths_issue_ad_cbond",
"name": "发行公告日",
"description": "发行指标/基本发行指标",
"params": ""
},
{
"code": "ths_issue_result_ad_cbond",
"name": "发行结果公告日",
"description": "发行指标/基本发行指标 发行方式 ths_issue_method_cbond发行指标/基本发行指标",
"params": ""
},
{
"code": "ths_offline_lot_win_rate_npp_cbond",
"name": "网下申购定金比例(%)",
"description": "发行指标/基本发行指标发行指标/基本发行指标",
"params": ""
},
{
"code": "ths_offline_to_oi_issue_date_cbond",
"name": "网下向机构投资者发行日期",
"description": "发行指标/基本发行指标",
"params": ""
},
{
"code": "ths_offline_to_oi_issue_num_npp_cbond",
"name": "网下向机构投资者发行数量(不含优先配售)",
"description": "发行指标/基本发行指标",
"params": ""
},
{
"code": "ths_offline_valid_pur_num_npp_cbond",
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Machine-readable data
The same record, as JSON, for agents and crawlers.
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"eventType": "release",
"title": "Release 10.1.0",
"description": "Complete iFinD Excel plugin function reference with 14000+ indicators",
"href": "https://clawhub.ai/laigen/ifind-excel-plugin",
"sourceUrl": "https://clawhub.ai/laigen/ifind-excel-plugin",
"sourceType": "release",
"confidence": "medium",
"observedAt": "2026-04-28T02:37:34.526Z",
"isPublic": true
}
]
}Record generated Oct 11, 2026.