A comprehensive technical manual for the iFinD Excel plugin to automate professional financial data extraction using standardized functions.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install ifind-excel-plugin
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install ifind-excel-plugin using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is iFinD Excel Plugin Reference?
The iFinD Excel Plugin Reference is a specialized skill designed for developers and financial analysts who need to programmatically generate data-rich spreadsheets. This skill focuses on the thsiFinD function, the core engine of the Tonghuashun institutional financial terminal, allowing users to embed live-refreshing data directly into Excel. By using this resource from the Openclaw Skills collection, developers can access a library of approximately 14,000 indicator codes covering global markets including A-shares, HK stocks, US stocks, bonds, funds, and futures.
This skill serves as the ultimate bridge between raw financial data and automated reporting. It provides the exact syntax for the thsiFinD function, detailed parameter mappings for report dates and statement types, and best practices for programmatic Excel generation. Whether you are building an automated valuation model or a multi-asset research report, this skill ensures your AI agent can generate valid, high-performance financial formulas.
iFinD Excel Plugin Reference Use Cases
- Automated generation of financial comparison reports for listed companies using Python.
- Real-time valuation tracking for investment portfolios across different asset classes.
- Bulk extraction of historical market data for quantitative analysis and backtesting.
- Creating dynamic research templates that refresh automatically when opened in the iFinD terminal.
How iFinD Excel Plugin Reference Works
- Identify the specific financial indicator and asset class required (e.g., PE ratio for a specific stock).
- Query the Openclaw Skills reference library to find the corresponding THS indicator code.
- Define the mandatory parameters including the security code (thsCode) and the specific report or trading date.
- Construct the thsiFinD function string using the standardized syntax: =thsiFinD(IndicatorCode, SecurityCode, Parameters).
- Deploy the formula into an Excel environment where the iFinD institutional terminal is active to populate the data.
iFinD Excel Plugin Reference Setup
To utilize this skill, ensure you have the iFinD Institutional Version terminal installed and logged in. For programmatic automation, follow these steps:
- Install the necessary Python library for spreadsheet manipulation:
pip install openpyxl
- Access the indicator definitions located in the
ref/directory within the skill package. - Integrate the thsiFinD formula generation logic into your AI agent or automation script.
iFinD Excel Plugin Reference Data Schema & Taxonomy
The skill organizes financial data through a structured taxonomy of indicator codes and JSON-based reference files. Data is classified by asset class and parameter types as follows:
| File Name | Asset Class | Indicator Count |
|---|---|---|
| ref/codes_stock.json | A-Shares | 4579 |
| ref/codes_hk.json | HK Stocks | 1388 |
| ref/codes_bond.json | Bonds | 3758 |
| ref/codes_fund.json | Funds | 657 |
| ref/codes_all.json | All Indicators | 12859 |
Each indicator entry in the JSON schema contains the code, name, description, and params metadata to ensure accurate formula construction.
iFinD Excel Plugin Reference Advanced Features
- Absolute and Relative Date Mapping: Support for both YYYY-MM-DD formats and relative codes like 104 (Most Recent Quarter).
- Unit Conversion Logic: Guidelines for converting raw 'Yuan' values into Millions or Billions directly within the formula.
- Cell-Referencing Templates: Best practices for creating 'Parameter Sheets' that allow users to update an entire workbook by changing a single cell.
- Multi-Terminal Support: Optimized for the thsiFinD function, providing faster and more stable data retrieval compared to legacy functions.
- Cross-Market Capability: Unified syntax for global markets, covering everything from US ETFs to Shanghai index data via Openclaw Skills.
SKILL.md
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