Skill rating

Event-driven strategy based on sentiment-scored signals from news, announcements, and macro events. The LLM acts as the NLP engine, and event data follows a CSV schema.

Multi-factor cross-sectional stock ranking. Combines factor standardization, equal-weight or IC-weighted scoring, and TopN portfolio construction. Suitable for multi-instrument portfolio strategies.

Pair trading strategy. Trades mean reversion using the spread/ratio Z-score of two correlated instruments. Requires at least two instruments.

Machine-learning predictive strategy based on sklearn walk-forward training, feature engineering, and signal generation. Suitable for any OHLCV data.

Export backtest strategies to indicator/strategy code for major trading platforms — TradingView, 通达信, 同花顺, 东方财富, MT5.

Volatility strategy. Trades mean reversion based on percentile ranking of historical volatility (HV). Suitable for any OHLCV data.

Seasonal/calendar-effect strategy. Generates trading signals from time-based patterns such as month-of-year effects and day-of-week effects. Suitable for any OHLCV data.

AKShare financial data aggregator (18k+ stars). Free, no API key. Covers A-shares, US, HK, futures, macro, forex. Primary fallback for tushare and yfinance.

金融监管知识库：A股涨跌停/ST退市新规/融券、港股T+0/做空机制、美股PDT/熔断、加密监管政策、跨境税务基础

财报三表深度解读——三表勾稽关系、盈利质量(应计vs现金流)分析、杜邦分解、10+财务造假红旗指标

市场情绪分析——恐贪指数/Put-Call Ratio/融资融券/北向资金信号解读、社交媒体舆情量化框架

盈利预测与一致预期分析（自上而下/自下而上预测法/SUE/PEAD/分析师预期修正），捕捉业绩超预期交易机会。

A股可转债分析——转股/纯债/期权三维估值、下修/强赎/回售博弈、双低策略与转债轮动选债框架

公司事件驱动分析：并购套利价差计算、大股东增减持信号、股权激励解读、定增配股影响评估、A股ST/退市预警

固收与信用分析：信用债评级、利差分析、违约风险评估、城投债研究、可转债定价与策略。

行业轮动分析——申万行业景气度评分、行业动量排名、产业链传导、估值/盈利/资金流多维比较框架

Shadow Account — 从用户交割单提炼盈利模式（3-5 条人话规则）→ 跨 A股/港股/美股/crypto 多市场回测 → 差值归因 → 8-section PDF 报告。叙事：你的影子，没有情绪噪音。

基金分析与筛选：晨星评级/夏普比率/信息比率、Sharpe风格箱分析、风格漂移检测、基金经理评价、FOF组合构建、ETF选择

ETF分析：产品筛选、费率对比、跟踪误差、流动性评估、策略应用与中国市场ETF量化配置框架。

Candlestick pattern recognition engine, pure pandas vectorized implementation of 15 classic candlestick patterns (5 single-candle + 5 double-candle + 4 triple-candle + 1 trend confirmation), generatin

A short self-bias checklist to run at the START of any investment research task (stock screen / sector study / company deep-dive). Four biases that systematically warp AI research — leader-bias (only

Elliott Wave Theory signal engine. Detects swing points through Zigzag, matches 5-wave impulse and 3-wave corrective structures, validates them with Fibonacci wave relationships, and generates trend-t

Harmonic Patterns signal engine. Identifies XABCD five-point structures such as Gartley/Bat/Butterfly/Crab based on Fibonacci geometry, and generates trading signals in the PRZ (Potential Reversal Zon

Ichimoku Kinko Hyo five-line system signal engine. A standalone Japanese technical-analysis school that generates trading signals from Tenkan/Kijun crossovers, cloud position, and Chikou confirmation.

Smart Money Concepts (ICT) signal engine. Uses the smartmoneyconcepts library to implement institutional-trading-school analysis of BOS, ChoCH, FVG, and order blocks (OB).

Correlation and cointegration analysis — co-movement discovery, deep return-correlation analysis, sector clustering, realized correlation, Engle-Granger / Johansen cointegration, half-life, Kalman dyn

Correlation-regime detection and crisis attribution — edge-density regime states with hysteresis, causal (no look-ahead) smoothing, regime-aware exposure context, first-mover crisis attribution with h

Diagnose failed or underperforming backtests, locate the root cause, and fix the issue

基于缠论（缠中说禅）的形态识别引擎，使用czsc库自动检测K线分型、笔、中枢，并生成一买/一卖/二买/二卖/三买/三卖等买卖点信号。支持多周期分析和形态分类（3/5/7/9/11笔形态）。

Social media intelligence: financial signal extraction from Twitter/X, Telegram, Discord, and Reddit for sentiment-driven trading strategies.

Geopolitical risk analysis: quantify crisis signals, identify precursors, and build event-driven strategies for war, sanctions, and supply disruption scenarios.

Option P&L analysis methodology: payoff diagrams, breakeven calculation, multi-leg strategy visualization, and Greeks-based scenario analysis.

Goal-driven finance research workflow: attach a research-only objective, track criteria, and add evidence while avoiding live trading execution.

OKX cryptocurrency market data interface. Uses the OKX V5 REST API to retrieve spot, derivatives, index, and other crypto market data, including real-time prices, candlesticks, funding rates, open int

U.S. SEC EDGAR fetch interface — resolve a ticker to its CIK, list recent filings (10-K / 10-Q / 8-K and friends) with primary-document URLs, and pull XBRL companyfacts financial series. Free, no API

yfinance global market data interface — retrieve OHLCV and research data for US, HK, and Canadian stocks, ETFs, and indices via Yahoo Finance. Free, no API key required.

东方财富（Eastmoney）免费免鉴权数据接口，覆盖资金流向、龙虎榜、融资融券、大宗交易、股东户数、限售解禁、行业概念板块、券商研报、财经新闻、A股/港股三大报表+主要指标、全市场选股与代码搜索；美股财报由 get_financial_statements 转 SEC EDGAR。东财请求经共享 IP 限速层节流（东财按源 IP 限流并临时封禁突发请求），通过 Vibe-Trading 工具直接

A 股 ST/*ST 风险预测框架 — 基于最新中报/三季报或业绩预告/快报，预测下一财年是否会因营收、利润、净资产、分红不达标而被风险警示，并将新浪监管处罚记录作为独立证据面纳入风险等级。仅适用于 A 股，不预测财务造假。

Create, modify, and optimize quantitative trading strategies, then backtest and evaluate them.

Professional finance research toolkit — backtesting (11 engines + benchmark comparison panel), factor analysis, Alpha Zoo (478 pre-built alphas across qlib158/alpha101/gtja191/academic/fundamental), o

tushare是一个财经数据接口包，拥有丰富的数据内容，如股票、基金、期货、数字货币等行情数据，公司财务、基金经理等基本面数据。该模块通过标准化API方式统一了数据资产的对外服务方式，以帮助有需要的技术用户更实时、简洁、轻量的使用相关数据。