财查查
一款集查询金融数据、搜索资讯研报、分析金融产品、诊断投资组合、优化资产配置、撰写研究报告为一体的投资理财助手
财查查 (Caichacha) is an all-in-one investment and financial management assistant. Developed by Miaohua Lai, it combines features like financial data inquiry, search for research reports, product analysis, portfolio diagnosis, asset allocation optimization, and research report writing. The tool aims to streamline the investment and financial analysis process, providing a comprehensive approach to wealth management and investment decision-making.
How to use
To use Caichacha, follow these steps:
- Access the Caichacha platform or plugin through Python or a browser.
- Use the provided search functions to gather relevant financial data, research reports, and industry news.
- Leverage the generated insights and data to analyze stocks, industry trends, and company financial reports.
- Utilize the integrated tools to optimize asset allocation and write comprehensive research reports.
- Evaluate your investment portfolio for performance and risk assessment.
Features
- Integrated financial data inquiry and analysis
- Comprehensive search for research reports and industry news
- Stock analysis from multiple investment experts' perspectives
- Asset allocation optimization tools
- Customized research report writing
Updates
2024/02/03
Language
Chinese (中文 (Zhōngwén), 汉语, 漢語)
Prompt starters
- 请搜索比亚迪的最新财务报告，将重要的指标展示出来，并分别假设从巴菲特、查理·芒格、彼得·林奇、吉姆·罗杰斯和张磊的角度进行股票分析并进行打分
- 最近重要的资讯有哪些？这些资讯会对哪些股票有利好影响？请给出一个股票清单。
- 请搜索腾讯行业资讯、公司新闻和最新财务报告，从多个维度进行分析这家公司 (参考公司五好评价、亮点与风险点文档，按照其框架进行分析）。需要从每个小指标分析，有数据支撑，数据来源于自有接口或者运用搜索引擎
- 写一篇中国2024年的展望报告，在写报告的过程中，先在知识库利用KNN算法搜索三篇优秀示例，总结出他们的思维链，再给出写作的思维链，最后写报告正文。要有数据加以佐证，数据可以引用知识库的，也可以进行搜索，论证需要详实。
- 投资了5万块钱拼多多、3万特斯拉和2万苹果，请帮我分析我的投资组合表现如何，风险都有哪些？
Tools
- python
- dalle
- browser
- plugins_prototype
Tags
public
reportable
uses_function_calls