Get account cash balance and asset summary. Returns balances[]{currency, total_cash, max_finance_amount, remaining_finance_amount, risk_level, margin_call}. Filter by currency (e.g. "USD", "HKD").

Get A/H share premium historical K-line data. Returns items[]{timestamp, open, high, low, close} representing the premium percentage over the given period.

Get A/H share premium intraday time-share data. Returns items[]{timestamp, premium_rate} showing the intraday A/H premium percentage minute by minute.

Add a price alert. condition: price_rise/price_fall (absolute price) or percent_rise/percent_fall (relative %). frequency: once/daily/every. Returns created alert object.

Delete a price alert by alert_id (numeric string from alert_list). Returns upstream API response on success; errors if alert_id is invalid.

Disable a price alert by alert_id. Returns {alert_id, enabled: false} on success. Use alert_list to find the numeric alert_id.

Enable a price alert by alert_id. Returns {alert_id, enabled: true} on success. Use alert_list to find the numeric alert_id.

Get all configured price alerts. Returns lists[]{counter_id, indicators[]{id, indicator_id, condition, price, frequency, enabled, triggered_at}}.

Get market anomaly alerts (unusual price/volume changes). market: HK/US/CN/SG. symbol: optional, filter to a specific stock. count: results per page (default 50, max 100). Returns changes[]{symbol, name, change_rate, volume, ...}, all_off.

List linked withdrawal bank cards for the current account. Returns cards[]{id, bank_name, account_number (masked), currency, status}.

Get top broker holding data for a symbol. Returns items[]{broker_name, holding_quantity, holding_change, holding_ratio} for the given period (rct_1/rct_5/rct_20/rct_60).

Get daily holding history for a specific broker (by broker_id) in a symbol. Returns items[]{date, holding_quantity, holding_change, holding_ratio}.

Get full broker holding detail list for a symbol. Returns items[]{broker_id, broker_name, holding_quantity, holding_ratio, holding_change, date}.

Get broker queue (HK only). Returns bid_brokers/ask_brokers arrays, each with position (1-based) and broker_ids. Map broker IDs to names via participants.

Get current-period business segment revenue breakdown for a symbol (name, percent, total, currency)

Get historical business segment revenue trends (by period and category). Returns historical[].{date, total, currency, business[{name,percent,value}], regionals[{name,percent,value}]}

Calculate financial indexes for symbols. Pass symbols and indexes (e.g. ["PeTtmRatio","PbRatio","LastDone","TurnoverRate"]). Returns per-symbol index values.

Cancel an open order by order_id. Returns plain text "order cancelled" on success; errors if the order is already filled or cancelled.

Get candlestick data (OHLCV). period: 1m/5m/15m/30m/60m/day/week/month/year. trade_sessions: intraday/all

Get capital distribution for a symbol. Returns {timestamp, capital_in{large, medium, small}, capital_out{large, medium, small}} (decimal strings in settlement currency).

Get capital inflow/outflow time series. Returns items[]{timestamp, inflow, outflow, net_flow} for the symbol (same-day data).

Get cash flow records (deposits, withdrawals, dividends). Returns items[]{transaction_type, amount, currency, balance, created_at, remark}. start_at/end_at in RFC3339.

Get company overview. Returns name, description, employees, CEO, founded_year, website, exchange, industry, market_cap, and business profile summary.

Get financial consensus estimates. Returns items[]{period, revenue_estimate, eps_estimate, net_income_estimate, analyst_count, last_updated} for upcoming periods.

Get constituent stocks of an index (e.g. HSI.HK, .DJI.US). Returns constituents[]{symbol, name, last_done, change_rate, market_cap, weight}.

Get corporate actions (splits, buybacks, name changes). Returns items[]{action_type, effective_date, ratio, description} for the symbol.

Create a new watchlist group. Returns the created group {id, name}. Optionally pass securities (e.g. ["AAPL.US", "700.HK"]) to pre-populate.

Check whether given symbols support DCA recurring investment. Returns items[]{symbol, support_dca (bool), reason} for each queried symbol.

Create a DCA recurring investment plan. frequency: Daily/Weekly/Monthly. day_of_week (Weekly): Mon/Tue/Wed/Thu/Fri. day_of_month (Monthly): 1-28.

Get execution history records for a DCA plan by plan_id. Returns executions[]{date, quantity, amount, price, status, order_id}.

List DCA recurring investment plans. Returns plans[]{plan_id, symbol, amount, currency, frequency, status, next_execution_date}. Filter by status (Active/Suspended/Finished) or symbol.

Pause (suspend) a DCA plan by plan_id. The plan stops executing until resumed. Returns upstream API response. Use dca_resume to restart.

Resume a suspended DCA plan by plan_id. Resumes automated execution on the configured schedule. Returns upstream API response.

Get DCA investment statistics. Returns {total_invested, total_value, total_return, return_rate, plan_count, items[]{symbol, invested, value, return_rate}}.

Permanently stop a DCA plan by plan_id. This cannot be undone. To temporarily pause, use dca_pause instead. Returns upstream API response.

Update an existing DCA plan by plan_id. Can change amount, frequency (Daily/Weekly/Monthly), day_of_week (Mon-Fri), or day_of_month (1-28). Returns updated plan.

Delete a watchlist group by id (numeric). Set purge=true to also remove its securities from all other groups. Returns upstream API response.

List deposit history for the current account. Returns items[]{id, amount, currency, status, created_at, updated_at}. states: comma-separated (Pending/Finished/Failed). currencies: comma-separated codes.

Get order book depth for a symbol. Returns {bids[]{position, price, volume, order_num}, asks[]{position, price, volume, order_num}}. Up to 10 price levels.

Get dividend history. Returns items[]{ex_date, pay_date, record_date, dividend_type, amount, currency, status} for the symbol.

Get detailed dividend distribution scheme. Returns details[]{period, cash_dividend, stock_dividend, record_date, ex_date, pay_date, currency}.

Estimate maximum buy/sell quantity for a symbol. Returns {cash_max_qty, margin_max_qty} (decimal strings). Requires symbol, side (Buy/Sell), order_type, and optionally price.

Get exchange rates for all supported currencies. Returns list[]{from_currency, to_currency, rate, timestamp} covering USD, HKD, CNY, SGD and others.

Get company executive and board member information. Returns members[]{name, title, appointed_date, age, biography, compensation}.

Get regulatory filings (8-K, 10-Q, 10-K, etc.). Returns items[]{id, title, type, language, filing_date, url} for the symbol.

Get finance calendar events by category and date range. category: report (earnings + financials) / dividend / split (splits & reverse splits) / ipo / macrodata (CPI, NFP, rate decisions) / closed (market holidays). market: HK/US/CN/SG/JP/UK/DE/AU (optional).

Get financial reports (income statement, balance sheet, cash flow). kind: IS/BS/CF/ALL. report_type: af (annual), saf (semi-annual), q1/q2/q3, qf (quarterly full).

Get the latest financial report summary for a security. Returns {period, revenue, net_income, eps, roe, gross_margin, report_date} and key financial highlights.

Get financial report snapshot: report_desc (text summary), fo_revenue/fo_ebit/fo_eps (actual vs forecast with yoy/cmp), fr_* financial ratios (ROE, margins, assets, cash flow). report: qf/saf/af.

Get financial statements (income statement, balance sheet, or cash flow) for a security. kind: IS/BS/CF/ALL. report: af (annual), saf (semi-annual), qf (quarterly full), q1/q2/q3.

Get EPS forecast and analyst estimate history. Returns items[]{forecast_start_date, forecast_end_date, eps_estimate, eps_actual, surprise_pct, analyst_count}.

Get funds and ETFs that hold a given symbol. Returns fund_holders[]{fund_name, fund_symbol, shares, ratio, change, reported_at}.

Get current fund positions. Returns list[].fund_info[]{symbol, symbol_name, currency, holding_units, current_net_asset_value, cost_net_asset_value, net_asset_value_day}.

Get historical candlestick data by date range. period: 1m/5m/15m/30m/60m/day/week/month/year

Get historical candlestick data by offset from a reference time. period: 1m/5m/15m/30m/60m/day/week/month/year

Get historical trade executions between dates. Returns executions[]{order_id, symbol, side, quantity, price, trade_done_at}. start_at/end_at in RFC3339.

Get historical market temperature time series. Returns {type, list[]{temperature, description, valuation, sentiment, timestamp}} for the given market and date range.

Get historical orders between dates (excludes today). Returns orders[]{order_id, symbol, side, status, quantity, price, submitted_at}. start_at/end_at in RFC3339.

Hierarchical sub-sector tree for an industry group. Accepts BK counter_id from industry_rank (e.g. BK/US/IN00258). Returns chain{name,counter_id,stock_num,chg,ytd_chg,next[{...}]} and top{name,market}. Each node shows stock count, daily change, and YTD change.

Industry ranking list by market (US/HK/CN/SG) and indicator (0=领涨/1=今日走势/2=人气/3=市值/4=营收/5=营收增长率/6=净利润/7=净利润增长率). sort_type: 0=单级 1=多层. Returns items[]{counter_id(BK/US/IN00258), name, chg, lists[]}. Pass counter_id directly to industry_peers.

Get industry valuation comparison for peers. Returns list[]{symbol, name, pe, pb, ps, dividend_yield, history[]{date, pe, pb}} for peers in the same industry.

Get industry PE/PB/PS valuation distribution. Returns distributions{pe/pb/ps}{min, p25, median, p75, max, current_percentile} to see where the stock sits in its sector.

Get institution rating summary. Returns analyst{buy, outperform, hold, underperform, sell counts, target_price, consensus_rating} and instratings list.

Get detailed historical institution ratings and target price history. Returns target.list[]{analyst, firm, rating, target_price, timestamp} per institution.

Get institution rating history. Returns target_history[]{firm, analyst, old_target, new_target, date} and evaluate_history[]{firm, old_rating, new_rating, date}.

Get peers ranked by institution analyst ratings in the same industry. Returns list[]{symbol, name, buy_count, sell_count, consensus_rating, target_price}. Paginated.

Get monthly institutional rating distribution timeline. Returns months[]{date, buy, outperform, hold, underperform, sell, total} for trend analysis.

Get intraday minute-by-minute price/volume data. trade_sessions: "intraday" (default, regular hours) or "all" (include pre-market and post-market)

Get investor relations events and announcements. Returns items[]{title, event_type, event_date, url, description} for the symbol.

Show the IPO calendar. Returns items[]{symbol, name, market, sub_start_date, sub_end_date, listing_date, status} for upcoming and recent IPOs.

Show IPO detail for a symbol. Returns profile (business overview), timeline[]{event, date}, subscription eligibility, pricing_range, lot_size, allotment_rules.

List recently listed IPO stocks (HK+US). Returns items[]{symbol, name, listing_date, issue_price, first_day_close, first_day_return, volume, market}.

Show detailed information for a specific IPO order by order_id. Returns {order_id, symbol, market, quantity, allotted_quantity, total_amount, status, submitted_at}.

List IPO orders (active+history). Returns orders[]{order_id, symbol, market, quantity, total_amount, status, submitted_at}. Filter by symbol, market, or status.

Show IPO profit/loss summary and per-stock breakdown. Returns {total_cost, total_value, total_return, items[]{symbol, cost, current_value, return_rate}}. period: all/ytd/1y/3y.

List IPO stocks in subscription/pre-filing stage (HK+US). Returns items[]{symbol, name, market, sub_start_date, sub_end_date, listing_date, issue_price, min_lot_size}.

Get margin ratio for a symbol. Returns {im_factor (initial margin), mm_factor (maintenance margin), fm_factor (forced liquidation)} as decimal strings.

Get current market trading status for all markets. Returns market_time[]{market, trade_status (Pre-Open/Trading/Lunch Break/Post-Trading/Closed/Pre-Market/Post-Market), timestamp}.

Get current market sentiment temperature. Returns {temperature (0-100), description, valuation (0-100), sentiment (0-100), timestamp}. market: HK/US/CN/SG.

Get latest news articles for a symbol. Returns items[]{id, title, source, publish_time, summary, url, related_symbols[]}.

Search news articles by keyword. Returns news_list[]{id, title, description, source_name, publish_at (RFC3339), score}. Paginate with score+publish_at_timestamp+id cursors.

Get current UTC time as an RFC3339 string (e.g. "2025-01-15T08:30:00Z"). Use to determine current date/time before making date-based queries.

Get company operating metrics (HK stocks only). Returns items[]{period, metric_name, value, unit} such as passenger traffic, cargo volumes, or store counts.

Get option chain expiry dates for a symbol (e.g. AAPL.US). Returns expiry_dates[] as "yyyy-mm-dd" strings. Use with option_chain_info_by_date to get strikes and Greeks.

Get option chain for an expiry date. Returns strikePrices[]{strike_price, call{symbol, last_done, iv, delta, gamma}, put{symbol, last_done, iv, delta, gamma}}.

Get option quotes (max 500 symbols). Returns last_done, prev_close, open, high, low, volume, turnover, implied_volatility, delta, gamma, theta, vega, rho, open_interest per symbol.

Get real-time option call/put volume stats for a US stock. Returns {call_volume, put_volume, put_call_ratio, call_oi, put_oi} and top active contracts.

Get daily historical option stats for a US stock. Returns items[]{date, call_volume, put_volume, put_call_vol_ratio, call_oi, put_oi, put_call_oi_ratio}.

Get detailed information about a specific order. Returns {order_id, symbol, status, side, order_type, quantity, price, executed_quantity, executed_price, submitted_at, time_in_force, msg}.

Get HK market participant broker information. Returns participants[]{broker_ids[], name_en, name_cn, name_hk}. Use broker_ids to interpret broker queue data.

Get portfolio profit and loss analysis summary. start/end: optional date range in yyyy-mm-dd format. Both must be provided together — passing only one returns empty results.

Get detailed profit and loss analysis for a specific symbol. start/end: optional date range in yyyy-mm-dd format. Both must be provided together — passing only one returns empty results.

Run a quant indicator script against historical K-line data on the server. Executes the script server-side and returns the computed indicator/plot values as JSON. Periods: 1m, 5m, 15m, 30m, 1h, day, week, month, year (default: day). The optional input parameter accepts a JSON array matching the order of input.*() calls in the script, e.g. "[14,2.0]".

Get latest price quotes. Returns per symbol: last_done, prev_close, open, high, low, volume, turnover, change_rate, change_value, trade_status, timestamp.

Get rank tab category configurations for the popularity leaderboard. Returns first_tags[]{key, name, second_tags[]{key, name, market}}. Pass a second_tags key (e.g. hot_all-us) to rank_list.

Get ranked stock list by leaderboard tab key. key: from rank_categories second_tags[].key (e.g. "hot_all-us", "hot_up-hk", "trade_heat-us"). market: inferred from key suffix (-us/-hk) or pass explicitly. size: results (default 20). Returns lists[]{symbol, name, last_done, chg(decimal), inflow, market_cap, pre_post_price, pre_post_chg, amplitude, turnover_rate, volume_rate, five_day_chg, ten_day_chg, twenty_day_chg, this_year_chg, industry, intro}, updated_at.

Modify an open order's quantity, price, trigger_price, or trailing params. Returns "order replaced" on success. Only open/pending orders can be modified.

Get all available screener indicator keys with units and default value ranges. Technical indicators include a tech_values field showing available options (e.g. macd_day: {category:[goldenfork,deadcross], period:[day,week]}). Optional symbol (e.g. AAPL.US) narrows to stock-specific indicators. Returns groups[]{group_name, indicators[]{id, key, name, unit, default_range{min,max}, tech_values?{key:[{value,label},...]}}}.

List platform-preset screener strategies. market: US|HK|CN|SG (default: US). Returns strategys[]{id, name, description, market, three_months_chg, risk}. Pass id to screener_search strategy_id to run, or screener_strategy to inspect filter conditions.

Screen stocks. market: US|HK|CN|SG (Mode B required; Mode A uses strategy's market). Mode A: strategy_id from screener_recommend_strategies — auto-runs saved strategy. Mode B: conditions=[{"key":"KEY","min":"10","max":"50","tech_values":{}},...]. extra_returns=["key",...] adds display-only columns. sort_by_key: key name to sort by; sort_order: asc|desc (default desc). page: 0-based (default 0). Returns {total, items[]{symbol, name, indicators[]{key, name, value, unit}}}. Fundamental keys: pettm pbmrq roe roa netmargin salesgrowthyoy netincomegrowthyoy marketcap(亿) circulating_marketcap(亿) prevclose prevchg(%) divyld la epsttm netincome(亿) sales(亿) turnover_rate balance(万). Technical keys (call screener_indicators for tech_values schema): macd_day/week rsi_day/week kdj_day/week boll_day/week.