Qieman

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…

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…

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…

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…

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…

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…

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…

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…

Batch returns fund historical NAV including unit NAV, cumulative NAV, and daily change

Returns detailed fund information including basic overview (latest NAV, size, benchmark, risk level, fund type), manager information, performance, holding analysis, asset allocation, sector distributi…

Provides a list of fund codes and batch returns fund dividend records

Batch returns all fund split records including split date and split ratio

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…

Queries trading rule information for fund transaction operations at specific transaction times. Supports purchase, subscription, redemption, and conversion, returning detailed trading rule data includ…

Batch retrieves trading composition details based on strategy code list

Batch retrieves current holding details of portfolio strategies based on strategy codes, including each fund's holding ratio, NAV information, classification grouping, and latest adjustment status

Retrieves a batch of strategy risk information

Obtains comprehensive analysis and evaluation of user's current fund holdings including asset allocation status, inter-fund correlation, and historical backtest performance. The report scores and diag…

Filters bond funds by bond type and style criteria

Filters funds by credit rating criteria

Filters stock funds by stock turnover rate

Gets fund equity position data including equity position value and equity position level name

Gets fund recovery ability data, determining recovery level based on longest recovery days ranking over the past three years

Gets fund sector preference data including sector name and industry code for the fund's main sector

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…

Obtains asset allocation plan based on investment triple parameters. Provide expected annualized return OR expected maximum drawdown OR expected investment duration to receive an asset allocation plan…

Batch returns fund performance data including performance analysis indicators (return capability, risk control, etc.) and stage returns (recent 1 month, recent 1 year, since inception, etc.) in detail…

Gets bond allocation and style allocation data for a specified bond fund within a given time range

Gets bond credit rating data for a specified fund within a given time range

Queries bond funds with abnormal and sudden drop alerts

Get bond-related indicator data for funds, including sensitivity duration, leverage level and bond holding concentration

Obtains corresponding composite model through asset allocation plan ID. The composite model is the concrete implementation of the asset allocation plan, providing the actual funds for each major asset…

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.

User provides fund code and holding amount, this tool analyzes the overall asset class distribution of the user's total holdings based on the fund holding information provided.

Query fund performance benchmark information by fund code

Get fund equity return attribution (Brinson) data, including sector allocation return, stock selection return and total excess return

Get fund bond return attribution (Campisi) data, including income effect, treasury effect, spread effect, sector selection effect and excess return

Get fund diagnosis information, including risk assessment, valuation, performance metrics, profitability probability, industry distribution, and asset allocation.

Get the number of sharp drops and abnormal movements for a specified fund within a specified time period

Get sector allocation ratios, sector codes and sector names for all CITIC first-level sectors of a specified fund in a specified time range

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

Get sector preference of a specified fund in a specified time period

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

Enter fund code or fund name to query investment advisory strategies that hold this fund as a top position.

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 …

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…

Get turnover rate data for a specified fund in a specified time range

Analyze market conditions, interpret market trends, analyze closing data across markets, provide market thermometer insights

Get market timing related indicator data for funds, including total timing win rate and timing contribution

Returns the top x most frequently accessed funds in recent time