tradingview-quantitative-skills

内容来源：README.md（说明文档） · 原始地址 · 查看安装指南

原始内容

# TradingView Quantitative Investment Analysis Skill

[English](https://github.com/hypier/tradingview-quantitative-skills/blob/HEAD/README.md) | [简体中文](https://github.com/hypier/tradingview-quantitative-skills/blob/HEAD/README.zh.md)

[![Install with skills](https://img.shields.io/badge/install-skills-blue)](https://skills.sh/hypier/tradingview-quantitative-skills/tradingview-quantitative)
[![GitHub](https://img.shields.io/github/stars/hypier/tradingview-quantitative-skills?style=social)](https://github.com/hypier/tradingview-quantitative-skills)

Professional quantitative investment analysis system based on TradingView data providing intelligent stock screening, technical pattern recognition, market review, risk management, and event-driven analysis.

## Installation

Install this skill with one command:

```bash
npx skills add hypier/tradingview-quantitative-skills
```

## Features

- ✅ **Smart Stock Screening** - Multi-factor comprehensive scoring, dual filtering of technical + fundamental aspects
- 📊 **Technical Pattern Recognition** - Automatically identify classic patterns, provide confidence assessment and trading strategies
- 📈 **Market Review** - Track hot sectors, capital flows, discover investment opportunities
- 🛡️ **Risk Management** - Position suggestions, stop-loss/take-profit, volatility analysis
- 📰 **Event-Driven Analysis** - Track earnings, policies, news, analyze market impact
- 🔍 **Deep Individual Stock Analysis** - Multi-timeframe technical analysis + fundamentals + news comprehensive evaluation
- 💰 **Fundamental Screening** - High dividend, low valuation, profitability screening
- 🔄 **Sector Rotation** - Identify strong sectors and rotation trends
- 🧾 **Fundamental Data Deep Dive** - Company profile, financial statements, dividends, analyst recommendations
- 🎯 **Advanced Screener Support** - Custom preset fields and filter-operator driven scans
- 🌍 **Macro Dashboard** - World economy indicators, economic calendar, and macro news in one flow
- 💡 **Community Sentiment** - TradingView hot ideas, symbol minds, and crowd narrative tracking

## Quick Start

### 1. Configure MCP Server

Add TradingView MCP server to Cursor or Claude Desktop configuration file:

**Configuration file paths**:
- **macOS/Linux**: `~/Library/Application Support/Cursor/mcp_config.json`
- **Windows**: `%APPDATA%\Cursor\mcp_config.json`

> **📖 Security Notice**: Please read [SECURITY.md](https://github.com/hypier/tradingview-quantitative-skills/blob/HEAD/SECURITY.md) for important information about API key management and data privacy.

#### Method 1: Use RapidAPI (Recommended, Ready to Use)

Visit https://rapidapi.com/hypier/api/tradingview-data1 to apply for a free API Key, then configure:

> **⚠️ SECURITY WARNING**: Never commit your real API key to version control. Keep your API key secure and private. The example below uses a placeholder that you must replace with your actual key.

```json
{
  "mcpServers": {
    "RapidAPI Hub - TradingView Data": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.rapidapi.com",
        "--header",
        "x-api-host: tradingview-data1.p.rapidapi.com",
        "--header",
        "x-api-key: <YOUR_RAPIDAPI_KEY_HERE>"
      ]
    }
  }
}
```

**Configuration Steps**:
1. Visit https://rapidapi.com/hypier/api/tradingview-data1
2. Register/login to RapidAPI account
3. Subscribe to free plan (Free tier)
4. Copy your API Key
5. Replace `<YOUR_RAPIDAPI_KEY_HERE>` in the configuration above with your actual API key
6. Restart Cursor/Claude Desktop

#### Method 2: Use Self-Built JWT Token Service

If you already have a RapidAPI Key, you can use a self-built JWT Token service:

**Step 1**: Generate JWT Token

> **⚠️ SECURITY WARNING**: Replace `<YOUR_RAPIDAPI_KEY_HERE>` with your actual API key. Never share or commit your API key.

```bash
curl --request POST \
  --url https://tradingview-data1.p.rapidapi.com/api/mcp/generate \
  --header 'Content-Type: application/json' \
  --header 'x-rapidapi-host: tradingview-data1.p.rapidapi.com' \
  --header 'x-rapidapi-key: <YOUR_RAPIDAPI_KEY_HERE>' \
  --data '{}'
```

**Step 2**: Configure the returned JWT Token to MCP

> **⚠️ SECURITY WARNING**: Replace `<YOUR_JWT_TOKEN_HERE>` with the actual JWT token from Step 1. Never commit tokens to version control.

```json
{
  "mcpServers": {
    "tradingview": {
      "type": "streamable-http",
      "url": "https://mcp.tradingviewapi.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_JWT_TOKEN_HERE>",
        "Accept": "application/json, text/event-stream"
      }
    }
  }
}
```


#### Recommended Configuration

For most users, **Method 1 (RapidAPI) is recommended** because:
- ✅ No need to manually manage token expiration
- ✅ Simple configuration, one-time setup permanent validity
- ✅ Free quota sufficient for personal use
- ✅ Automatic authentication and retry handling

### 2. Verify Installation

After restart, enter in conversation:

```
Please call tradingview_get_metadata to get the list of supported markets
```

If it returns the market list (america, china, japan, etc.), the configuration is successful.

### 3. Start Using

Just ask questions in natural language, for example:

- "Help me select strong stocks from China A-shares"
- "Analyze the technical patterns of BTC/USDT"
- "How is the China A-share market today?"
- "I have 100k capital, want to buy a certain stock, how much should I buy?"
- "Generate today's China financial news briefing"
- "Do a fundamentals-first analysis of Apple"
- "Screen US stocks with PE < 15, ROE > 15%, and RSI < 40"
- "Show me the latest TradingView community sentiment on BTCUSDT"
- "Build a G20 macro dashboard for next week"

## Usage Examples

### Smart Stock Screening

```
Help me select stocks from China A-share technology sector that meet the following conditions:
- Technical: RSI 30-70, MACD golden cross
- Fundamental: PE < 30, ROE > 15%
- Market cap: above 5 billion
```

### Individual Stock Analysis

```
Deep analysis of Puyuan Information (688118), including:
- Multi-timeframe technical analysis
- Fundamental data
- Recent news
- Buy recommendations and risk warnings
```

### Market Review

```
How is the China A-share market today? Analyze hot sectors and investment opportunities
```

### Risk Management

```
I have 100k capital, want to buy Puyuan Information, how much should I buy?
Give me position suggestions, stop-loss/take-profit levels and risk-reward ratio
```

### Fundamental Deep Dive

```
Analyze Apple from a fundamentals perspective:
- business quality
- revenue and margin trend
- cash flow and balance sheet
- dividend and analyst expectations
```

### Advanced Screener

```
Screen US stocks that satisfy:
- PE < 20
- ROE > 15%
- RSI < 40
- market cap above 10B
```

### Macro Dashboard

```
Build a macro dashboard for the G20:
- GDP growth ranking
- inflation comparison
- next 2 weeks economic calendar
- likely impact on equities, bonds, and FX
```

## Supported Markets

- 🇨🇳 **China A-shares** - SSE, SZSE, BSE
- 🇺🇸 **United States** - NYSE, NASDAQ
- 🇭🇰 **Hong Kong** - HKEX
- 🇯🇵 **Japan** - TSE
- 🇰🇷 **South Korea** - KRX
- 🪙 **Cryptocurrency** - Binance, Coinbase, OKX, etc.
- 💱 **Forex** - Major currency pairs
- 📦 **Futures** - Commodity, index futures

For complete market list, see `tradingview-quantitative/references/api-documentation.md`.

## Frequently Asked Questions

### Q: What to do if prompted "MCP server not found"?

**A**: Check the following points:
1. Confirm `mcp_config.json` path is correct
2. Confirm `tradingview-mcp-server` is correctly built (run `npm run build`)
3. Confirm paths in configuration file use absolute paths
4. Restart Windsurf/Claude Desktop

### Q: What to do if authentication fails?

**A**: 
1. Confirm TradingView account password is correct
2. Confirm account has logged into TradingView website (first time requires web login)
3. If using two-factor authentication, may need app-specific password

### Q: How to get China A-share data?

**A**: 
```
# First get market codes
tradingview_get_metadata(type='markets')

# Use market_code='china' to get A-share data
tradingview_get_leaderboard(
  asset_type='stocks', 
  tab='gainers',
  market_code='china'
)
```

### Q: Which technical indicators are supported?

**A**: When calling `tradingview_get_ta`, set `include_indicators=true` to get:
- Trend indicators: SMA, EMA, MACD, ADX
- Momentum indicators: RSI, Stoch, CCI, Williams %R
- Volume indicators: Volume, MFI
- Support resistance: Pivot Points, Fibonacci
- Others: ATR, Beta, Bollinger Bands

### Q: How to get historical K-line data?

**A**:
```
tradingview_get_price(
  symbol='SSE:600519',    # Exchange:Code
  timeframe='D',          # 1/5/15/30/60/240/D/W/M
  range=120               # Max 500 K-lines
)
```

### Q: Which languages are supported for news data?

**A**: Supports 19 languages, commonly used are:
- `zh-Hans` - Simplified Chinese
- `en` - English
- `ja` - Japanese
- `ko` - Korean

Complete list: `tradingview_get_metadata(type='languages')`

### Q: How do I access company fundamentals and financial statements?

**A**:
Use the market-data endpoint family for deep fundamental analysis:

```
GET /api/market-data/NASDAQ:AAPL/company
GET /api/market-data/NASDAQ:AAPL/indicators
GET /api/market-data/NASDAQ:AAPL/financials-quarterly
GET /api/market-data/NASDAQ:AAPL/dividend
GET /api/market-data/NASDAQ:AAPL/analyst-recommendations
```

See `tradingview-quantitative/references/fundamental-data-dive.md` for a complete analysis flow.

### Q: How do I build a custom screener instead of using leaderboard tabs?

**A**:
Use the screener workflow in this order:
1. `GET /api/screener/presets?asset_type=stock`
2. `GET /api/screener/filter-options?asset_type=stock&lang=en`
3. `POST /api/screener/scan` with `market`, `preset_fields`, `filters`, and `sort`

See `tradingview-quantitative/references/advanced-screener.md` and `tradingview-quantitative/references/api-documentation.md`.

### Q: Can I analyze macro data and world economy indicators?

**A**:
Yes. Combine:
- `GET /api/metadata/world-economy/indicators`
- `GET /api/world-economy/indicators/{indicator}?region=g20`
- `tradingview_get_calendar(type='economic', ...)`
- `tradingview_get_news(market='economic', ...)`

See `tradingview-quantitative/references/macro-dashboard.md`.

## Directory Structure

```
tradingview-quantitative-skills/
├── README.md                    # This file - User guide
├── README.zh.md                 # Chinese user guide
├── SECURITY.md                  # Security policy and best practices
├── .gitignore                   # Git ignore patterns for sensitive files
└── tradingview-quantitative/    # AI skill package
    ├── SKILL.md                 # AI instructions and workflow routing
    └── references/              # Reference knowledge and workflow guides
        ├── api-documentation.md # API documentation and metadata dictionary
        ├── mcp-tools-guide.md   # MCP tools usage guide
        ├── technical-analysis.md # Technical analysis methodology
        ├── smart-screening.md   # Smart stock screening workflow
        ├── deep-stock-analysis.md # Deep individual stock analysis workflow
        └── ...                  # Other references and workflows
```

## Advanced Usage

### Custom Screening Criteria

Refer to `tradingview-quantitative/references/smart-screening.md` and `tradingview-quantitative/references/fundamental-screening.md`, you can combine:
- Technical indicator screening (RSI, MACD, ADX, etc.)
- Fundamental screening (PE, PB, ROE, dividend yield, etc.)
- Market cap, volume screening
- Industry sector screening

### Multi-Market Comparative Analysis

```
Compare today's financial news from China, US, and Japan, analyze market differences
```

### Portfolio Strategy Backtesting

Combining historical K-line data and technical indicators, simple strategy validation can be performed.

## Technical Support

- **API Documentation**: `tradingview-quantitative/references/api-documentation.md`
- **Tools Guide**: `tradingview-quantitative/references/mcp-tools-guide.md`
- **Practical Cases**: `tradingview-quantitative/references/us-stock-examples.md`

## Disclaimer

This tool is for learning and research purposes only and does not constitute any investment advice. Investing involves risks; enter the market cautiously. Any investment decisions made using this tool are at your own risk.

## License

MIT License

TradingView Quantitative Investment Analysis Skill

English | 简体中文

Professional quantitative investment analysis system based on TradingView data providing intelligent stock screening, technical pattern recognition, market review, risk management, and event-driven analysis.

Installation

Install this skill with one command:

npx skills add hypier/tradingview-quantitative-skills

Features

✅ Smart Stock Screening - Multi-factor comprehensive scoring, dual filtering of technical + fundamental aspects
📊 Technical Pattern Recognition - Automatically identify classic patterns, provide confidence assessment and trading strategies
📈 Market Review - Track hot sectors, capital flows, discover investment opportunities
🛡️ Risk Management - Position suggestions, stop-loss/take-profit, volatility analysis
📰 Event-Driven Analysis - Track earnings, policies, news, analyze market impact
🔍 Deep Individual Stock Analysis - Multi-timeframe technical analysis + fundamentals + news comprehensive evaluation
💰 Fundamental Screening - High dividend, low valuation, profitability screening
🔄 Sector Rotation - Identify strong sectors and rotation trends
🧾 Fundamental Data Deep Dive - Company profile, financial statements, dividends, analyst recommendations
🎯 Advanced Screener Support - Custom preset fields and filter-operator driven scans
🌍 Macro Dashboard - World economy indicators, economic calendar, and macro news in one flow
💡 Community Sentiment - TradingView hot ideas, symbol minds, and crowd narrative tracking

Quick Start

1. Configure MCP Server

Add TradingView MCP server to Cursor or Claude Desktop configuration file:

Configuration file paths:

macOS/Linux: ~/Library/Application Support/Cursor/mcp_config.json
Windows: %APPDATA%\Cursor\mcp_config.json

📖 Security Notice: Please read SECURITY.md for important information about API key management and data privacy.

Method 1: Use RapidAPI (Recommended, Ready to Use)

Visit https://rapidapi.com/hypier/api/tradingview-data1 to apply for a free API Key, then configure:

⚠️ SECURITY WARNING: Never commit your real API key to version control. Keep your API key secure and private. The example below uses a placeholder that you must replace with your actual key.

{
  "mcpServers": {
    "RapidAPI Hub - TradingView Data": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.rapidapi.com",
        "--header",
        "x-api-host: tradingview-data1.p.rapidapi.com",
        "--header",
        "x-api-key: <YOUR_RAPIDAPI_KEY_HERE>"
      ]
    }
  }
}

Configuration Steps:

Visit https://rapidapi.com/hypier/api/tradingview-data1
Register/login to RapidAPI account
Subscribe to free plan (Free tier)
Copy your API Key
Replace <YOUR_RAPIDAPI_KEY_HERE> in the configuration above with your actual API key
Restart Cursor/Claude Desktop

Method 2: Use Self-Built JWT Token Service

If you already have a RapidAPI Key, you can use a self-built JWT Token service:

Step 1: Generate JWT Token

⚠️ SECURITY WARNING: Replace <YOUR_RAPIDAPI_KEY_HERE> with your actual API key. Never share or commit your API key.

curl --request POST \
  --url https://tradingview-data1.p.rapidapi.com/api/mcp/generate \
  --header 'Content-Type: application/json' \
  --header 'x-rapidapi-host: tradingview-data1.p.rapidapi.com' \
  --header 'x-rapidapi-key: <YOUR_RAPIDAPI_KEY_HERE>' \
  --data '{}'

Step 2: Configure the returned JWT Token to MCP

⚠️ SECURITY WARNING: Replace <YOUR_JWT_TOKEN_HERE> with the actual JWT token from Step 1. Never commit tokens to version control.

{
  "mcpServers": {
    "tradingview": {
      "type": "streamable-http",
      "url": "https://mcp.tradingviewapi.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_JWT_TOKEN_HERE>",
        "Accept": "application/json, text/event-stream"
      }
    }
  }
}

Recommended Configuration

For most users, Method 1 (RapidAPI) is recommended because:

✅ No need to manually manage token expiration
✅ Simple configuration, one-time setup permanent validity
✅ Free quota sufficient for personal use
✅ Automatic authentication and retry handling

2. Verify Installation

After restart, enter in conversation:

Please call tradingview_get_metadata to get the list of supported markets

If it returns the market list (america, china, japan, etc.), the configuration is successful.

3. Start Using

Just ask questions in natural language, for example:

"Help me select strong stocks from China A-shares"
"Analyze the technical patterns of BTC/USDT"
"How is the China A-share market today?"
"I have 100k capital, want to buy a certain stock, how much should I buy?"
"Generate today's China financial news briefing"
"Do a fundamentals-first analysis of Apple"
"Screen US stocks with PE < 15, ROE > 15%, and RSI < 40"
"Show me the latest TradingView community sentiment on BTCUSDT"
"Build a G20 macro dashboard for next week"

Usage Examples

Smart Stock Screening

Help me select stocks from China A-share technology sector that meet the following conditions:
- Technical: RSI 30-70, MACD golden cross
- Fundamental: PE < 30, ROE > 15%
- Market cap: above 5 billion

Individual Stock Analysis

Deep analysis of Puyuan Information (688118), including:
- Multi-timeframe technical analysis
- Fundamental data
- Recent news
- Buy recommendations and risk warnings

Market Review

How is the China A-share market today? Analyze hot sectors and investment opportunities

Risk Management

I have 100k capital, want to buy Puyuan Information, how much should I buy?
Give me position suggestions, stop-loss/take-profit levels and risk-reward ratio

Fundamental Deep Dive

Analyze Apple from a fundamentals perspective:
- business quality
- revenue and margin trend
- cash flow and balance sheet
- dividend and analyst expectations

Advanced Screener

Screen US stocks that satisfy:
- PE < 20
- ROE > 15%
- RSI < 40
- market cap above 10B

Macro Dashboard

Build a macro dashboard for the G20:
- GDP growth ranking
- inflation comparison
- next 2 weeks economic calendar
- likely impact on equities, bonds, and FX

Supported Markets

🇨🇳 China A-shares - SSE, SZSE, BSE
🇺🇸 United States - NYSE, NASDAQ
🇭🇰 Hong Kong - HKEX
🇯🇵 Japan - TSE
🇰🇷 South Korea - KRX
🪙 Cryptocurrency - Binance, Coinbase, OKX, etc.
💱 Forex - Major currency pairs
📦 Futures - Commodity, index futures

For complete market list, see tradingview-quantitative/references/api-documentation.md.

Frequently Asked Questions

Q: What to do if prompted "MCP server not found"?

A: Check the following points:

Confirm mcp_config.json path is correct
Confirm tradingview-mcp-server is correctly built (run npm run build)
Confirm paths in configuration file use absolute paths
Restart Windsurf/Claude Desktop

Q: What to do if authentication fails?

Confirm TradingView account password is correct
Confirm account has logged into TradingView website (first time requires web login)
If using two-factor authentication, may need app-specific password

Q: How to get China A-share data?

# First get market codes
tradingview_get_metadata(type='markets')

# Use market_code='china' to get A-share data
tradingview_get_leaderboard(
  asset_type='stocks', 
  tab='gainers',
  market_code='china'
)

Q: Which technical indicators are supported?

A: When calling tradingview_get_ta, set include_indicators=true to get:

Trend indicators: SMA, EMA, MACD, ADX
Momentum indicators: RSI, Stoch, CCI, Williams %R
Volume indicators: Volume, MFI
Support resistance: Pivot Points, Fibonacci
Others: ATR, Beta, Bollinger Bands

Q: How to get historical K-line data?

tradingview_get_price(
  symbol='SSE:600519',    # Exchange:Code
  timeframe='D',          # 1/5/15/30/60/240/D/W/M
  range=120               # Max 500 K-lines
)

Q: Which languages are supported for news data?

A: Supports 19 languages, commonly used are:

zh-Hans - Simplified Chinese
en - English
ja - Japanese
ko - Korean

Complete list: tradingview_get_metadata(type='languages')

Q: How do I access company fundamentals and financial statements?

A: Use the market-data endpoint family for deep fundamental analysis:

GET /api/market-data/NASDAQ:AAPL/company
GET /api/market-data/NASDAQ:AAPL/indicators
GET /api/market-data/NASDAQ:AAPL/financials-quarterly
GET /api/market-data/NASDAQ:AAPL/dividend
GET /api/market-data/NASDAQ:AAPL/analyst-recommendations

See tradingview-quantitative/references/fundamental-data-dive.md for a complete analysis flow.

Q: How do I build a custom screener instead of using leaderboard tabs?

A: Use the screener workflow in this order:

GET /api/screener/presets?asset_type=stock
GET /api/screener/filter-options?asset_type=stock&lang=en
POST /api/screener/scan with market, preset_fields, filters, and sort

See tradingview-quantitative/references/advanced-screener.md and tradingview-quantitative/references/api-documentation.md.

Q: Can I analyze macro data and world economy indicators?

A: Yes. Combine:

GET /api/metadata/world-economy/indicators
GET /api/world-economy/indicators/{indicator}?region=g20
tradingview_get_calendar(type='economic', ...)
tradingview_get_news(market='economic', ...)

See tradingview-quantitative/references/macro-dashboard.md.

Directory Structure

tradingview-quantitative-skills/
├── README.md                    # This file - User guide
├── README.zh.md                 # Chinese user guide
├── SECURITY.md                  # Security policy and best practices
├── .gitignore                   # Git ignore patterns for sensitive files
└── tradingview-quantitative/    # AI skill package
    ├── SKILL.md                 # AI instructions and workflow routing
    └── references/              # Reference knowledge and workflow guides
        ├── api-documentation.md # API documentation and metadata dictionary
        ├── mcp-tools-guide.md   # MCP tools usage guide
        ├── technical-analysis.md # Technical analysis methodology
        ├── smart-screening.md   # Smart stock screening workflow
        ├── deep-stock-analysis.md # Deep individual stock analysis workflow
        └── ...                  # Other references and workflows

Advanced Usage

Custom Screening Criteria

Refer to tradingview-quantitative/references/smart-screening.md and tradingview-quantitative/references/fundamental-screening.md, you can combine:

Technical indicator screening (RSI, MACD, ADX, etc.)
Fundamental screening (PE, PB, ROE, dividend yield, etc.)
Market cap, volume screening
Industry sector screening

Multi-Market Comparative Analysis

Compare today's financial news from China, US, and Japan, analyze market differences

Portfolio Strategy Backtesting

Combining historical K-line data and technical indicators, simple strategy validation can be performed.

Technical Support

API Documentation: tradingview-quantitative/references/api-documentation.md
Tools Guide: tradingview-quantitative/references/mcp-tools-guide.md
Practical Cases: tradingview-quantitative/references/us-stock-examples.md

Disclaimer

This tool is for learning and research purposes only and does not constitute any investment advice. Investing involves risks; enter the market cautiously. Any investment decisions made using this tool are at your own risk.

License

MIT License