Get account cash balance and asset summary. Pass currency (e.g. "USD", "HKD") to filter; omit to return all currencies.

Get A/H share premium historical K-line data

Get A/H share premium intraday time-share data

Add a price alert. condition: price_rise/price_fall/percent_rise/percent_fall

Delete a price alert by alert_id

Disable a price alert by alert_id

Enable a price alert by alert_id

Get all configured price alerts

Get market anomaly alerts (unusual price/volume changes)

Get top broker holding data for a symbol

Get daily holding history for a specific broker

Get full broker holding detail list

Get broker queue data

Calculate financial indexes (PE, PB, dividend ratio, etc.) for symbols

Cancel an open order by order_id

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

Get capital distribution (large/medium/small holder flows)

Get capital inflow/outflow time series

Get cash flow records (deposits, withdrawals, dividends)

Get company overview (name, CEO, employees, profile)

Get financial consensus estimates (revenue, EPS, net income)

Get constituent stocks of an index (e.g. HSI.HK)

Get corporate actions (splits, buybacks, name changes)

Create a new watchlist group with optional initial securities

Check whether given symbols support DCA recurring investment

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

List DCA recurring investment plans. Filter by status (Active/Suspended/Finished) or symbol.

Pause (suspend) a DCA recurring investment plan by plan_id

Resume a suspended DCA recurring investment plan by plan_id

Get DCA investment statistics summary. Optionally filter by symbol.

Permanently stop a DCA recurring investment plan by plan_id

Update an existing DCA recurring investment plan by plan_id

Delete a watchlist group by id

Get order book depth (bid/ask levels)

Get dividend history for a symbol

Get detailed dividend distribution scheme

Estimate maximum buy/sell quantity for a symbol

Get exchange rates for all supported currencies

Get company executive and board member information

Get regulatory filings (8-K, 10-Q, 10-K, etc.)

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 for a symbol. report_type: annual or quarterly

Get EPS forecast and analyst estimate history

Get funds and ETFs that hold a given symbol

Get current fund positions

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

Get historical market temperature time series

Get historical orders between dates (excludes today)

Get industry valuation comparison for peers

Get industry PE/PB/PS valuation distribution

Get institution rating summary with analyst consensus and target price

Get detailed historical institution ratings and target price history

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

Get margin ratio (initial/maintenance/forced liquidation)

Get current market trading status for all markets

Get current market sentiment temperature (0-100)

Get latest news articles for a symbol

Get current UTC time

Get company operating metrics

Get option chain expiry dates for a symbol

Get option chain strike prices and Greeks for an expiry date

Get option quotes (max 500 symbols)

Get real-time option call/put volume and put/call ratio for a US stock

Get daily historical option call/put volume, open interest, and put/call ratios for a US stock

Get detailed information about a specific order

Get market participant broker information

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 (last_done, open, high, low, volume, turnover)

Replace/modify an existing order

Get security list for a market. category must be "Overnight"; other values or omitting it will cause an error. Currently only market="US" is supported; other markets will also return an error

Get institutional shareholders for a symbol

Add securities to a community sharelist

Create a new community sharelist

Delete a community sharelist by id

Get community sharelist detail including constituent stocks and quotes by id

List user's own and subscribed community sharelists

Get popular/trending community sharelists

Remove securities from a community sharelist

Reorder securities in a community sharelist (provide symbols in desired order)

Get short interest data for a US stock (short ratio, short shares, days to cover). Only US market is supported.

Get a pre-signed download URL for a statement data file (obtained from statement_list). Returns {url}; fetch that URL to get the statement JSON.

List available account statements (daily/monthly)

Get basic information of securities (name, exchange, type, lot_size)

Get current stock positions across all channels

Submit a buy/sell order. order_type: LO (Limit) / ELO (Enhanced Limit, HK) / MO (Market) / AO (At-auction, HK) / ALO (At-auction Limit, HK) / ODD (Odd Lots, HK) / LIT (Limit If Touched) / MIT (Market If Touched) / TSLPAMT (Trailing Limit by Amount) / TSLPPCT (Trailing Limit by Percent) / SLO (Special Limit, HK). side: Buy/Sell. time_in_force: Day/GTC/GTD

Get today's trade executions (fills). Pass symbol or order_id to filter; omit both to return all.

Get orders placed today. Pass symbol to filter; omit to return all.

Get discussion topics for a symbol

Create a new discussion topic. topic_type="post" (default) is plain text; "article" requires a non-empty title and accepts Markdown body.

Create a reply to a discussion topic. Pass reply_to_id to nest under another reply; omit for a top-level reply.

Get discussion topic detail by topic_id

Get replies to a discussion topic, paginated (page default 1, size default 20, range 1-50)

Get trade statistics (buy/sell/neutral volume distribution)

Get recent trades (max 1000)