What the Data for This Category Looks Like
Yield and market data for investment platforms primarily comes from official market APIs of stock exchanges and compliant financial data service providers. Data update cadence falls into two categories: real-time market data is pushed minute-by-minute, and daily yield reports are updated after each trading session closes. Each daily report document has a standardized structure, including fields such as security code, security short name, daily price change percentage, opening price, closing price, highest price, lowest price, daily trading volume, daily trading turnover, and more. Price change percentage is measured in percentage units, price in CNY yuan, trading volume in shares, and trading turnover in CNY ten thousand yuan.
Constraints Imposed on Tool Calling and Plugins
The data characteristics of investment platforms impose clear constraints on the tool calling and plugins workflow. First, the time gap between real-time market data and daily report updates requires plugins to distinguish calling scenarios. Pre-market calls must use data from the previous trading session’s close. Intraday calls must prioritize real-time market data, and must not use daily reports that have not been fully updated on the same day. Second, the standardized multi-field structure requires plugin input parameters to strictly match field names such as target security code and price change percentage. This prevents data parsing failures caused by field mismatches. Third, reliance on multiple data sources requires configuring multi-source fallback logic to prevent service interruptions from a single market API failure. The daily fixed-update daily report data also requires plugins to set up scheduled trigger tasks, to avoid repeatedly pulling datasets that have not been fully updated on the same day.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
plugin_timeout | 30 seconds | Market data API responses typically complete within 10 seconds. Reserve buffer time to cover temporary network fluctuations |
multi_source_fallback | Enable more than 2 data sources | Investment platforms must connect to multiple exchange data sources to avoid service interruptions from a single API failure |
field_mapping_rule | Strictly match official field names | Investment platform data fields have high standardization. Strict matching prevents parsing errors |
schedule_cron | 0 15 * * 1-5 | Adapts to the 15:00 closing schedule of domestic trading sessions, ensuring daily reports are pulled after the market closes |
max_retry_times | 2 times | Covers occasional temporary failures of market APIs, reducing unnecessary retry overhead |
response_parse_schema | Preset core field type validation | Ensures returned data formats meet business processing requirements, filtering out results with abnormal formats |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. Testing on local samples is recommended prior to finalizing settings.
Three Common Misconfigurations
- A
Connection erroris returned when calling the market plugin. The cause is that multi-source fallback logic is not configured, leading to call failure from a temporary failure of a single market API. - Core fields such as price change percentage and price return empty after parsing daily report data. The cause is that the field mapping rule does not strictly match the field names of the official API, resulting in failure to correctly extract data.
- Scheduled daily report tasks fail on non-trading days. The cause is that the cron expression does not exclude weekends and holidays, attempting to pull datasets that have not been updated on the same day.
How to Confirm Proper Configuration
- Manually trigger a plugin call, check that the returned data includes the preset core fields, and verify that the field names match the official API documentation.
- Simulate a disconnection of a single data source, verify that the plugin automatically switches to the standby data source, and no connection-related errors occur.
- Submit an API call request, check that the returned business data after variable substitution is complete and meets expectations.
- View the system monitoring dashboard, confirm that the plugin call response time meets the preset business requirements.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.