SERVICE & TOOLS
Qieman Fund Data
Qieman / Yingmi YM-Stargate — fund investment data
73 available tools
GetLatestQuotations
Analyze market conditions, interpret market trends, analyze closing data for various markets, market thermometer
SearchFinancialNews
Search financial news content by keyword and date range, supporting pagination. Returns matching news list including title, summary, source, link and publish time. date parameter is not required by de…
AnalyzeAssetLiability
AI-specific asset-liability analysis interface. Receives user asset-liability data, performs comprehensive analysis and returns detailed asset-liability analysis results, including asset-liability rat…
AnalyzeCashFlow
AI-specific cash flow analysis interface. Receives family cash flow data (including current investable assets, return allocation, family member information, recurring and one-time income/expenses) as …
AnalyzeFamilyMembers
AI-specific family member analysis interface. Receives family member list data and returns detailed family member analysis results. The interface can analyze total family members, adults, minors and f…
AnalyzeFinancialIndicators
AI-specific financial indicator analysis interface. Receives financial indicator input data (total assets, total liabilities, liquid assets, etc.), calculates 7 key financial indicators (debt-to-asset…
AnalyzeFundRisk
Fund risk analysis interface that retrieves risk scores and descriptions for multiple funds. This API takes a list of fund codes and returns each fund's risk score, R-squared value, residual variance,…
AnalyzeIncomeExpense
AI-powered income and expense analysis interface. Receives income/expense data and returns detailed analysis. Processes annual income and expenditure, calculates total income, total expenses, annual s…
AnalyzeInvestmentPerformance
AI-powered investment plan performance evaluation interface. Receives investment plan configuration data and returns detailed performance analysis. Evaluates feasibility, calculates weighted returns, …
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 mult…
BatchGetFundNavHistory
Batch returns fund historical NAV, including unit NAV, cumulative NAV, and daily change
BatchGetFundsDetail
Return detailed fund information including basic overview (latest NAV, size, benchmark, risk level, fund type), manager info, performance, holdings analysis, asset allocation, industry distribution, N…
BatchGetFundsDividendRecord
Provide a list of fund codes, batch returns fund dividend records
BatchGetFundsHolding
Batch query fund holdings including top 10 stock holdings and top 10 bond holdings
BatchGetFundsSplitHistory
Batch return all fund split records, including split date and split ratio
BatchGetFundTradeLimit
Batch get fund trading limit info, returns whether purchase/subscription/redemption/conversion is available, as well as minimum purchase amount and fixed investment amount. Note: subscription unavaila…
BatchGetFundTradeRules
Query trading rule information for fund transaction operations at specific trading times. Supports subscription, purchase, redemption, and conversion operation types, returns detailed trading rule dat…
BatchGetPoTradeComposition
Batch get trade composition details by list of strategy codes
BatchGetStrategiesComposition
Batch get current holding details of combined strategies by strategy code, including fund holding ratios, net value information, classification groups and latest adjustments
BatchGetStrategyRiskInfo
Get risk information for a batch of strategies
DiagnoseFundPortfolio
Get comprehensive analysis and evaluation of user's current fund holdings, including asset allocation, fund correlation and historical backtest performance. The report provides scores (1-5) and diagno…
filterBondFundByBondType
Filter eligible bond funds based on bond type style conditions
filterBondFundByCreditRating
Filter eligible funds based on credit rating conditions
filterStockFundByStockTurnover
Filter funds by stock turnover rate indicator
fund-equity-position
Get fund equity position data, including equity position value and equity position level name
fund-recovery-ability
Get fund drawdown recovery ability data, determine recovery level based on ranking of longest recovery days in the past three years
fund-sector-preference
Get fund sector allocation preference data, including the industry name and industry code corresponding to the fund's main sector
GetAnnouncementContent
Get detailed content of a specific fund announcement
GetAssetAllocation
Get fund portfolio asset allocation analysis results. Only provide a fund list, returns asset allocation analysis including radar chart scores, diagnostic results, asset class allocation details, and …
GetAssetAllocationPlan
Get asset allocation plan based on investment trio parameters. Provide expected annual return OR expected max drawdown OR expected investment period, receive an asset allocation plan designed by Yingm…
GetBatchFundPerformance
Batch returns fund performance data, including performance analysis indicators (return capability, risk control, etc.) and stage returns (last 1 month, last 1 year, since inception, etc.). Supports qu…
getBondAllocationByFundCode
Get bond allocation and style allocation data for a specified bond fund within a specified time range
getBondFundCreditRatingLevel
Get bond credit rating data for a specified fund within a specified time range
getBondFundWithAlertRecord
Query bond funds with abnormal movement and plunge alerts
getBondIndicator
Get bond-related indicator data for funds, including sensitivity duration, leverage level, and bond holding concentration
GetCompositeModel
Get the composite model corresponding to the asset allocation plan ID. The composite model is the concrete implementation of the asset allocation plan, providing the actual funds and their allocation …
GetCurrentTime
Get current time. Note that the AI model does not know the current time, so this tool needs to be called to get it
GetFundAnnouncements
Query fund announcement data, including fund code, name, full name, announcement ID, date, source, title, link and type, supporting filtering by date range, type and title keywords
GetFundAssetClassAnalysis
Analyze user fund holdings to determine overall asset class distribution. User provides fund codes and holding amounts, tool穿透 analyzes the asset class distribution of the total portfolio.
getFundBenchmarkInfo
Query fund performance benchmark information by fund code
getFundBrinsonIndicator
Get fund stock return attribution (Brinson) data, including industry allocation return, stock selection return, and total excess return
getFundCampisiIndicator
Get fund bond return attribution (Campisi) data including income effect, treasury effect, spread effect, bond selection effect and excess return
GetFundDiagnosis
Get fund diagnosis information, including risk rating, valuation, performance metrics, profit probability, industry distribution, and asset allocation.
getFundDiveCount
Get the number of sharp drops and unusual movements for a specified fund within a given time period
getFundIndustryAllocation
Get industry allocation ratio, industry code, and industry name for all CITIC first-level industries of a specified fund within a specified time range
getFundIndustryConcentration
Get the independent concentration of a specified fund's top 5 CITIC primary industries within a given period, along with the aggregated concentration data for the top 1, 2, 3, and 5 industries
getFundIndustryPreference
Get industry preference for specified fund within specified time period
getFundIndustryReturns
Get industry name, absolute return, relative return, return rate, and return score for each primary industry of a specified fund within a specified time period
GetFundRelatedStrategies
Query investment advisory strategies with heavy holdings in a fund by code or name
GetFundsBackTest
Backtest analysis based on fund list. Only need to provide fund list, returns backtest analysis results. This interface is used for backtesting a given fund portfolio, calculating metrics including an…