SERVICE & TOOLS
Qieman
Qieman — intelligent investment platform (funds, portfolios, recurring)
69 available tools
AnalyzeInvestmentPerformance
AI-powered investment plan performance evaluation interface that receives investment plan configuration data and returns detailed performance analysis results. It analyzes the feasibility of investmen…
getBondAllocationByFundCode
Gets bond allocation and style allocation data for a specified bond fund within a given time range
SearchFunds
Searches funds and matches fund codes by name, code, pinyin, or trading status. Supports sorting by return, limit, and fee
GetAssetAllocation
Obtains asset allocation analysis results for fund portfolio, only requires providing fund list and returns asset allocation analysis results. This interface analyzes user's asset allocation including…
getFundIndustryPreference
Get sector preference of a specified fund in a specified time period
getMarketTimingIndicator
Get market timing related indicator data for funds, including total timing win rate and timing contribution
getQdFundAreaAllocation
Get regional allocation ratio data for a specified QDII fund in a specified time range
getStockAllocationAndMetricsByFundCode
Get stock allocation, valuation and profitability metrics, financial indicators and crowded stocks data for a specified equity fund
AnalyzeFamilyMembers
AI-powered family member analysis interface that receives family member list data and returns detailed analysis results. Analyzes total family members, adults, minors, and family life cycle stage to a…
AnalyzeFinancialIndicators
AI-powered financial indicator analysis interface that receives financial indicator input data including total assets, total liabilities, and liquid assets. Calculates 7 key financial indicators inclu…
AnalyzeIncomeExpense
AI-powered income and expense analysis interface that receives income and expense data and returns detailed analysis results. It processes user's annual income and expenditure data, calculates total i…
RenderHtmlToPdf
Converts HTML content to PDF documents with customizable page format, background printing, and margin settings, returning an accessible URL
AnalyzeAssetLiability
AI-powered asset-liability analysis interface that receives user asset-liability data, performs comprehensive analysis, and returns detailed results including asset-liability ratio, net assets, and co…
AnalyzeCashFlow
AI-powered cash flow analysis interface that receives household cash flow data including current investable assets, income allocation, family member information, and recurring/one-time income and expe…
AnalyzeFundRisk
Fund risk analysis interface that retrieves risk scores and descriptions for multiple funds. By passing a list of fund codes, it returns each fund's risk score, R-squared value, residual variance, sta…
AnalyzePortfolioRisk
Portfolio risk assessment interface that calculates risk metrics. Accepts fund codes and weight information, returns analysis results including risk score, R-squared, residual variance and other multi…
BatchGetFundNavHistory
Batch returns fund historical NAV including unit NAV, cumulative NAV, and daily change
BatchGetFundsSplitHistory
Batch returns all fund split records including split date and split ratio
BatchGetFundTradeLimit
Batch retrieves fund trading limit information, returns whether purchase/subscription/redemption/conversion is available, as well as minimum purchase amount and fixed investment amount; note that unav…
fund-equity-position
Gets fund equity position data including equity position value and equity position level name
fund-recovery-ability
Gets fund recovery ability data, determining recovery level based on longest recovery days ranking over the past three years
fund-sector-preference
Gets fund sector preference data including sector name and industry code for the fund's main sector
getBondFundWithAlertRecord
Queries bond funds with abnormal and sudden drop alerts
getBondIndicator
Get bond-related indicator data for funds, including sensitivity duration, leverage level and bond holding concentration
GetCurrentTime
Get current time. Note, the AI model does not know the current time, so you need to call this tool to get the current time.
getFundBenchmarkInfo
Query fund performance benchmark information by fund code
getFundBrinsonIndicator
Get fund equity return attribution (Brinson) data, including sector allocation return, stock selection return and total excess return
getFundCampisiIndicator
Get fund bond return attribution (Campisi) data, including income effect, treasury effect, spread effect, sector selection effect and excess return
GetFundDiagnosis
Get fund diagnosis information, including risk assessment, valuation, performance metrics, profitability probability, industry distribution, and asset allocation.
getFundDiveCount
Get the number of sharp drops and abnormal movements for a specified fund within a specified time period
getFundIndustryAllocation
Get sector allocation ratios, sector codes and sector names for all CITIC first-level sectors of a specified fund in a specified time range
getFundIndustryConcentration
Get independent concentration of top 5 CITIC first-level sectors and aggregated concentration data for top 1, 2, 3, 5 sectors of a specified fund in a specified time range
getFundIndustryReturns
Get sector name, absolute return, relative return, return rate and return score for each first-level sector of a specified fund in a specified time range
GetFundsBackTest
Perform backtest analysis based on fund list. Simply provide the fund list and return backtest analysis results. This API is used for backtesting a given fund portfolio, calculating metrics including …
GetFundsCorrelation
Get fund correlation analysis results. Simply provide the fund list and return only the fund correlation analysis results. This API analyzes the correlation coefficients between multiple funds, genera…
getFundTurnoverRate
Get turnover rate data for a specified fund in a specified time range
GetLatestQuotations
Analyze market conditions, interpret market trends, analyze closing data across markets, provide market thermometer insights
GetPopularFund
Returns the top x most frequently accessed funds in recent time
GetStrategyAssetClassAnalysis
Get the asset class distribution after penetrating strategy holdings.
GetStrategyBenchmark
Get strategy performance benchmark information based on strategy code.
GetStrategyRiskInfo
Get risk information for a specific strategy.
GuessFundCode
Match the most similar fund code based on fund name.
SearchFinancialNews
Search financial news by keyword and date range, supports pagination, returns matching news list including title, summary, source, link and publish time. Date parameter not required by default unless …
SearchHotTopic
Analyzes market hotspots and focuses on popular high-ranking content. Useful for content creation, video scripts, and marketing copy
searchInvestAdvisorContent
Search articles, opinions, topics and discussions in the financial field, with filtering by keywords, fund combinations, hosts/authors, time range and content types such as articles, brief thoughts, c…
SearchManagerViewpoint
Searches fund manager insights and market analysis by time range and keyword. Supports title/content matching and time filtering with pagination
searchRealtimeAiAnalysis
Search AI-generated real-time news analysis content by time range and keywords, with pagination support
StrategySearchByKeyword
Fuzzy searches combined strategy names by keyword and returns matching strategy information with pagination support
BatchGetFundsDetail
Returns detailed fund information including basic overview (latest NAV, size, benchmark, risk level, fund type), manager information, performance, holding analysis, asset allocation, sector distributi…
BatchGetFundsDividendRecord
Provides a list of fund codes and batch returns fund dividend records