Boolio Legacy · GPT-Aktionen
Boolio GPT
Provides investment information and analysis, covering stock market, industry, and individual stock analysis.
GET /fsitem/Identifies the Financial Item Number (FSItem) for a given factor or indicator. This endpoint provides financial item numbers and their corresponding content.GET /ecoitem/Retrieves the economic indicator codes.GET /industrycodes/Returns industry codesGET /investorid/Identifies the investor's ID for a given investor's name.This endpoint provides investor IDs and their corresponding names. If an exact match is not found, it returns IDs for similar names. For example, asking 'What is the ID for investor Jon Doe?' will return the corresponding ID. Hide investor id code
GET /single-stock/information/{ticker}/{region}/{topic}Provide Detailed Stock Analysis Reports Based on Specific Topics.This operation delivers comprehensive analysis reports on stocks, tailored to specific topics as requested by users. The stock is identified by its ticker and region (ISO Alpha-2 format),
GET /single-stock/information/feature/{ticker}/{region}/{feature}Analyze Key Features of a Stock for Informed Investment Decisions. The available features are Profitability, Growth, Undervalued, Momentum, FinancialStability, Sentiment, and ShareholderReturn.Use this endpoint to analyze specific features of a stock, including Profitability, Growth, Undervalued, Momentum, Financial Stability, Sentiment, and Shareholder Return. Each feature is evaluated with detailed metrics and an overall score between 0 and 100.
GET /single-stock/timeseries/financial/{ticker}/{region}/{period_typ}/{fsitems}/{startdate}Access Historical Financial Data for Multiple FSItems in a Single CompanyQuery historical data for multiple FSItems in a company from a start date (default 5 years ago). Must use /fsitem/ endpoint to identify FSItem numbers.
GET /single-stock/timeseries/price/{ticker}/{region}/{startdate}Retrieve Stock Prices from Specified Date(startdate) to Present.This operation fetches stock prices for a given ticker and region, starting from a user-specified date (format yyyymmdd) up to today. If no start date is designated, it defaults to the beginning of the current year (yyyy0101).
GET /multiple-stocks/information/financial/{tickers}/{regions}/{period_typ}/{fsitems}An API that retrieves recent financial data series for user-specified stocks.The tickers and regions are used to distinguish stocks as a pair. The ticker and region code are separated by an '_'.GET /multiple-stocks/portfolio-analysis/{tickers}/{regions}/{weights}An API that provides portfolio characteristic analysis for user-specified stocks.This endpoint evaluates portfolios based on user-specified stocks, regions, and weights. It includes factor analysis against the S&P 500 benchmark and a BoolioScore on a 100-point scale to assess portfolio strength.
GET /multiple-stocks/timeseries/price/{tickers}/{regions}/{startdate}Retrieves historical stock prices for multiple user-specified stocks. The tickers and regions are used to distinguish stocks as a pair.This endpoint fetches historical stock prices for specified stocks, starting from a user-specified date. The ticker and region code are separated by an underscore. For example, to know the prices of Samsung Electronics and Apple, the tickers would be "005930_AAPL", and the regions would be "KR_US".
GET /region/top-stocks/information/{region}/{data_type}/{num_stocks}/{basedate}/{item}/{period_typ}/{sign}Retrieves the top (num_stocks) stocks in a specific region based on a specified topic.This endpoint fetches the top (num_stocks) stocks in a specified region, ranked according to a specified topic. if question about bottom (num_stocks) stocks, set sign = -1.
GET /region/top-stocks/correlation/economic-indicators/{region}/{num_stocks}/{ecoitem}/{is_highest}This function retrieves the 'num_stocks' number of stocks that have the highest or lowest correlation with a given economic indicator from a specified country(region).This endpoint gathers stock data from the specified region and returns a list of the 'num_stocks' stocks with the highest or lowest correlation with a given economic indicator.
GET /region/stocks-within-factor-range/{region}/{fsitem}/{factor_lower}/{factor_upper}/{period_typ}Retrieves stocks within a certain factor range.Factor value range filters stocks. **Before using this endpoint, you MUST call the /fsitem/ endpoint to retrieve the appropriate fsitem value.** If Factor_lower is absent, input minimum float by default. If Factor_upper isn't provided, input maximum float.
GET /region/stocks-multi-factor-range/screen/{region}/{fsitems}/{factor_lowers}/{factor_uppers}/{period_typs}Retrieves stocks matching multiple factor ranges in a region.Retrieves stocks matching multiple factor ranges in a region. Each factor range is defined by fsitem, factor_lower, factor_upper, and period_typ. These parameters are now specified in the path, separated by underscores.
GET /region/stocks-multi-factor-range/backtest/{region}/{fsitems}/{factor_lowers}/{factor_uppers}/{period_typs}Retrieves backtesting simulation result of model matching multiple factor ranges in a regionRetrieves backtesting simulation result of model matching multiple factor ranges in a region. Each factor range is defined by fsitem, factor_lower, factor_upper, and period_typ. These parameters are now specified in the path, separated by underscores. Show the result table as markdown table format.
GET /region/stocks-passed-technical-indicator-criteria/{region}/{technical_indicator}Retrieve stocks that have passed specific technical indicator criteria.GET /region/industries/top-stocks/{industry_codes}/{topic}/{region}/{basedate}Provides recommended stocks in industries based on a specified topic. Before Start, use /industrycodes/ to find related industries.Input industries are formatted as IndustryCode1_IndustryCode2_IndustryCode3_... (e.g., 1111_2222_1222_...). /industrycodes/ endpoint to find related industries those user wants to know.
GET /region/industries/outlook/{region}Provides a detailed outlook across various industries in a regionThis endpoint delivers a comprehensive analysis and future outlook of industries.
GET /region/industries/factor-median-value/{region}/{industry_level}Returns median values of factors for industries within a specified region.This endpoint provides the median values of various factors for industries in a given region. The region is specified by its ISO Alpha-2 code. The level of industry detail can be specified, ranging from 1 (least detailed) to 5 (most detailed), with a default value of 2.
GET /market/outlook/Provides a detailed outlook report for market .This endpoint delivers a comprehensive analysis and future outlook of overall stock market.
GET /investor/holdings/{investor_id}Returns the holdings of a given investor based on their ID.This endpoint provides the holdings held by an investor. It is focus on Investor not single stock or company If you want to know investors for single company, call endpoint single-stock/information/
GET /news/filing-today/{region}Retrieves today's filing documents for a specified region.This endpoint provides access to the latest filing documents released on the current day for the specified region. The region is identified by its ISO Alpha-2 country code.
GET /historical-date/matching-with/current-price-trends/{index}Retrieve historical dates with price trends similar to the current trend of a specified index.Returns a list of historical dates where the price movement of the specified index closely matched the current price trend on markdown table format.
GET /historical-date/matching-with/current-economic-value/{ecoitems}Finds historical dates with price trends similar to current trends based on specified economic indicators.This endpoint identifies historical dates where the price trends closely matched the current trend, based on a series of specified economic indicators (ecoitems). Users must input the ecoitems as a series of numbers, each separated by underscores.
GET /historical-date/analysis-post-date/{topic}/{date_}/{region}Analyze Trends Following a Historical Date Based on TopicThis endpoint provides an analysis of financial trends and changes occurring after a specified historical date, focused on a selected topic.
GET /theme/stocks/{query}/{region}Retrieve companies based on theme or sector query.Returns the top 20 companies with business descriptions that have high semantic similarity with the provided query.
GET /eft/with-stock/{stockTicker}/{stockRegion}It shows a list of ETFs containing the stock entered by the user.Returns a list of ETFs that include the specified stock.
GET /eft/holdings/{etfticker}/{etfregion}It shows a list of ETFs containing the stock entered by the user.show top 20 stocks in ETF. Find Ticker by GPT assistant.GET /etf/optimal-portfolio/{target_return}/{investment_period}Retrieve the optimal ETF allocation for a specified target return and investment period.A module that presents the optimal ETF portfolio when the user specifies the expected rate of return and the investment period.
Ursprüngliches API-Schema
openapi: 3.0.1
info:
title: Boolio GPT
description: Provides investment information and analysis, covering stock market, industry, and individual stock analysis.
version: 'v1'
servers:
- url: https://dev-gpt.ngrok.io
paths:
/fsitem/:
get:
operationId: getFSItem
summary: Identifies the Financial Item Number (FSItem) for a given factor or indicator. This endpoint provides financial item numbers and their corresponding content.
responses: {'200': {description: Successful operation.}}
/ecoitem/:
get:
operationId: getEcoItem
summary: Retrieves the economic indicator codes.
responses: {'200': {description: Successful operation.}}
/industrycodes/:
get:
operationId: getIndustryCodes
summary: Returns industry codes
responses: {'200': {description: Successful operation.}}
/investorid/:
get:
operationId: getInvestorId
summary: Identifies the investor's ID for a given investor's name.
description: This endpoint provides investor IDs and their corresponding names.
If an exact match is not found, it returns IDs for similar names.
For example, asking 'What is the ID for investor Jon Doe?' will return the corresponding ID.
Hide investor id code
responses: {'200': {description: Successful operation.}}
/single-stock/information/{ticker}/{region}/{topic}:
get:
operationId: getDetailedStockAnalysisReportBasedOnTopics
summary: Provide Detailed Stock Analysis Reports Based on Specific Topics.
description: This operation delivers comprehensive analysis reports on stocks, tailored to specific topics as requested by users. The stock is identified by its ticker and region (ISO Alpha-2 format),
parameters:
- in: path
name: ticker
schema:
type: string
description: The ticker symbol of the stock.
required: true
- in: path
name: region
schema:
type: string
description: The region code of the stock in ISO Alpha-2 format.
required: true
- in: path
name: topic
schema:
type: string
enum: ['overall','analyst opinion','earning call','correlation with economic indicators'
,'valuation','factor percentile in industry','estimated eps and sales'
,'sales by segment','esg score','boolio score','technical anlaysis','filing'
,'market psych score']
description: Specify the topic for detailed stock analysis.
required: true
responses: {'200': {description: Successful operation.}}
/single-stock/information/feature/{ticker}/{region}/{feature}:
get:
operationId: getStockFeatureScoreAnalysisReport
summary: Analyze Key Features of a Stock for Informed Investment Decisions. The available features are Profitability, Growth, Undervalued, Momentum, FinancialStability, Sentiment, and ShareholderReturn.
description: Use this endpoint to analyze specific features of a stock, including Profitability, Growth, Undervalued, Momentum, Financial Stability, Sentiment, and Shareholder Return. Each feature is evaluated with detailed metrics and an overall score between 0 and 100.
parameters:
- in: path
name: ticker
schema:
type: string
description: Ticker symbol of the stock.
required: true
- in: path
name: region
schema:
type: string
description: The region code of the stock.
required: true
- in: path
name: feature
schema:
type: string
enum: [Profitability, Growth, Undervalued, Momentum, FinancialStability, Sentiment, ShareholderReturn]
description: Feature for the stock analysis.
required: true
responses: {'200': {description: Successful operation.}}
/single-stock/timeseries/financial/{ticker}/{region}/{period_typ}/{fsitems}/{startdate}:
get:
operationId: getCompanyTimeSeriesFinanceDataByFSItem
summary: Access Historical Financial Data for Multiple FSItems in a Single Company
description: Query historical data for multiple FSItems in a company from a start date (default 5 years ago). Must use /fsitem/ endpoint to identify FSItem numbers.
parameters:
- in: path
name: ticker
schema:
type: string
description: Ticker symbol of the stock.
required: true
- in: path
name: region
schema:
type: string
description: The region code of the stock in ISO Alpha-2 format.
required: true
- in: path
name: period_typ
schema:
type: string
enum: ['A','I']
description: Type of period for which the data is to be fetched. 'A' for annual data, 'I' for other period(interim) data including 'Trailing Twelve' types.
required: true
- in: path
name: fsitems
schema:
type: string
description: Financial (account, factor) Item Numbers for which to be fetched. Use the /fsitem/ endpoint or the getFSItem operation to identify FSItem numbers. Input these numbers in a string separated by underscores, e.g., "1551_1001_8301".
required: true
- in: path
name: startdate
schema:
type: string
description: The format of the date is yyyymmdd. For instance, 20230627 refers to June 27, 2023.
required: true
- in: query
name: format
schema:
type: string
default: "markdown"
description: The format for the output data. Set to "markdown" for Markdown format.
responses: {'200': {description: Successful operation.}}
/single-stock/timeseries/price/{ticker}/{region}/{startdate}:
get:
operationId: getStockPriceTimeSeriesFromStartDateToToday
summary: Retrieve Stock Prices from Specified Date(startdate) to Present.
description: This operation fetches stock prices for a given ticker and region, starting from a user-specified date (format yyyymmdd) up to today. If no start date is designated, it defaults to the beginning of the current year (yyyy0101).
parameters:
- in: path
name: ticker
schema:
type: string
description: Ticker symbol of the stock.
required: true
- in: path
name: region
schema:
type: string
description: The region code of the stock in ISO Alpha-2 format.
required: true
- in: path
name: startdate
schema:
type: string
description: The format of the date is yyyymmdd. For instance, 20230627 refers to June 27, 2023.
required: true
responses: {'200': {description: Successful operation.}}
/multiple-stocks/information/financial/{tickers}/{regions}/{period_typ}/{fsitems}:
get:
operationId: getMultipleStocksCurrentFinanceDataByFSitems
summary: An API that retrieves recent financial data series for user-specified stocks.The tickers and regions are used to distinguish stocks as a pair. The ticker and region code are separated by an '_'.
descrpition: For example, user want to know Samsung Electronics and Apple, the tickers would be "005930_AAPL", and the regions would be "KR_US".
parameters:
- in: path
name: tickers
schema:
type: string
description: Tickers are symbol of the stocks. It is separated by underscore. for example "aapl_005930_tsla_..."
required: true
- in: path
name: regions
schema:
type: string
description: The region codes of the stocks in ISO Alpha-2 format. It is separated by underscore. for example "us_kr_us_..."
required: true
- in: path
name: period_typ
schema:
type: string
enum: ['A','I']
description: Type of period for which the data is to be fetched. 'A' for annual data, 'I' for other period(interim) data including 'Trailing Twelve' types.
required: true
- in: path
name: fsitems
schema:
type: string
description: Financial (account, factor) Item Numbers for which the data is to be fetched. item fsitem information in endpoint /fsitem/. The fsitems are separated by underscore. for example 1001_1551
required: true
responses: {'200': {description: Successful operation.}}
/multiple-stocks/portfolio-analysis/{tickers}/{regions}/{weights}:
get:
operationId: getPortfolioAnalysis
summary: An API that provides portfolio characteristic analysis for user-specified stocks.
description: This endpoint evaluates portfolios based on user-specified stocks, regions, and weights. It includes factor analysis against the S&P 500 benchmark and a BoolioScore on a 100-point scale to assess portfolio strength.
parameters:
- in: path
name: tickers
schema:
type: string
description: Stock tickers, separated by underscore. For example "005930_AAPL_TSLA".
required: true
- in: path
name: regions
schema:
type: string
description: ISO Alpha-2 region codes of the stocks, separated by underscore. For example "kr_us_us".
required: true
- in: path
name: weights
schema:
type: string
description: Portfolio weights of each stock as real numbers, separated by underscore. For example "20.0_30.0_50.0".
required: true
responses:
'200':
description: Successful operation with portfolio analysis report.
/multiple-stocks/timeseries/price/{tickers}/{regions}/{startdate}:
get:
operationId: getMultipleStocksPriceTimeSeriesFromStartDateToToday
summary: Retrieves historical stock prices for multiple user-specified stocks. The tickers and regions are used to distinguish stocks as a pair.
description: This endpoint fetches historical stock prices for specified stocks, starting from a user-specified date. The ticker and region code are separated by an underscore. For example, to know the prices of Samsung Electronics and Apple, the tickers would be "005930_AAPL", and the regions would be "KR_US".
parameters:
- in: path
name: tickers
schema:
type: string
description: Tickers are symbols of the stocks, separated by underscores. For example, "aapl_005930_tsla_..."
required: true
- in: path
name: regions
schema:
type: string
description: The region codes of the stocks in ISO Alpha-2 format, separated by underscores. For example, "us_kr_us_..."
required: true
- in: path
name: startdate
schema:
type: string
description: The format of the date is yyyymmdd. For instance, 20230627 refers to June 27, 2023.
required: true
- in: query
name: format
schema:
type: string
default: "markdown"
description: The format for the output data. Set to "markdown" for Markdown format.
responses: {'200': {description: Successful operation.}}
/region/top-stocks/information/{region}/{data_type}/{num_stocks}/{basedate}/{item}/{period_typ}/{sign}:
get:
operationId: getTopStocksInRegionBasedOnTopics
summary: Retrieves the top (num_stocks) stocks in a specific region based on a specified topic.
description: This endpoint fetches the top (num_stocks) stocks in a specified region, ranked according to a specified topic.
if question about bottom (num_stocks) stocks, set sign = -1.
parameters:
- in: path
name: region
schema:
type: string
description: The region code of the stock in ISO Alpha-2 format.
required: true
- in: path
name: data_type
schema:
type: string
enum: ['return','boolio score','financial data', 'market capitalization']
description: The data_type based on which the stocks are to be ranked. If the data_type is 'return', the ranking is based on the returns from the specified date to the present.
required: true
- in: path
name: num_stocks
schema:
type: integer
description: The number of top-ranked stocks.
required: true
- in: path
name: basedate
schema:
type: string
default: 'today'
description: The reference date for the stock ranking in yyyymmdd format. Only 'return' topic, it represents the start date for calculating returns. For other topics, the default is today's date.
required: true
- in: path
name: item
schema:
type: integer
default: 0
description: Represents an FSItem number if the topic is 'financial data'.For all other topics, the default value is 0. use /fsitem/ to find correct fsitem.
required: true
- in: path
name: period_typ
schema:
type: string
enum: ['A','I']
description: Type of period for which the data is to be fetched. 'A' for annual data, 'I' for other period(interim) data including 'Trailing Twelve' types. it is needed if the topic is only 'financial data' else just 'A'
required: true
- in: path
name: sign
schema:
type: integer
default: 1
enum: [-1, 1]
description: Indicates the direction for ranking stocks. '1' for top stocks, '-1' for bottom stocks.
required: true
responses: {'200': {description: Successful operation.}}
/region/top-stocks/correlation/economic-indicators/{region}/{num_stocks}/{ecoitem}/{is_highest}:
get:
operationId: getHighOrLowCorrelatedStocksWithEconomicIndicatorsInRegionByEcoItem
summary: This function retrieves the 'num_stocks' number of stocks that have
the highest or lowest correlation with a given economic indicator from a specified
country(region).
description: This endpoint gathers stock data from the specified region and returns a list of the 'num_stocks' stocks with the highest or lowest correlation with a given economic indicator.
parameters:
- in: path
name: region
schema:
type: string
description: The region code of the stock in ISO Alpha-2 format.
required: true
- in: path
name: num_stocks
schema:
type: integer
description: The number of stocks to return.
required: true
- in: path
name: ecoitem
schema:
type: integer
description: The code of the economic indicator. Find correct ecoitem by calling getEcoItem(OperationID)
required: true
- in: path
name: is_highest
schema:
type: integer
enum: [1,0]
description: Binary string variable to determine if the highest (when 1) or lowest (when 0) returning stocks are to be fetched.
required: true
responses: {'200': {description: Successful operation.}}
/region/stocks-within-factor-range/{region}/{fsitem}/{factor_lower}/{factor_upper}/{period_typ}:
get:
operationId: getStocksWithinFactorRangeInRegion
summary: Retrieves stocks within a certain factor range.
description: Factor value range filters stocks. **Before using this endpoint, you MUST call the /fsitem/ endpoint to retrieve the appropriate fsitem value.**
If Factor_lower is absent, input minimum float by default. If Factor_upper isn't provided, input maximum float.
parameters:
- in: path
name: region
schema:
type: string
description: The region in which the stock is located. The region code of the stock in ISO Alpha-2 format.
required: true
- in: path
name: fsitem
schema:
type: integer
format: int32
minimum: 1
maximum: 65535
description: Financial (account, factor) Item Number for which the data is to be fetched. **You MUST first use the /fsitem/ endpoint to find the valid fsitem number.**
required: true
- in: path
name: factor_lower
schema:
type: float
description: The lower limit of the factor range.
required: true
- in: path
name: factor_upper
schema:
type: float
description: The upper limit of the factor range.
required: true
- in: path
name: period_typ
schema:
type: string
enum: ['A','I']
description: Type of period for which the data is to be fetched. 'A' for annual data, 'I' for other period(interim) data including 'Trailing Twelve' types.
required: true
responses: {'200': {description: Successful operation.}}
/region/stocks-multi-factor-range/screen/{region}/{fsitems}/{factor_lowers}/{factor_uppers}/{period_typs}:
get:
operationId: getStocksWithMultipleFactors
summary: Retrieves stocks matching multiple factor ranges in a region.
description: Retrieves stocks matching multiple factor ranges in a region. Each factor range is defined by fsitem, factor_lower, factor_upper, and period_typ.
These parameters are now specified in the path, separated by underscores.
parameters:
- in: path
name: region
schema:
type: string
description: The region in which the stock is located. The region code of the stock in ISO Alpha-2 format.
required: true
- in: path
name: fsitems
schema:
type: string
description: Financial Item Numbers for which the data is to be fetched, separated by underscores.
required: true
- in: path
name: factor_lowers
schema:
type: string
description: Lower limits for the factor ranges, separated by underscores.
required: true
- in: path
name: factor_uppers
schema:
type: string
description: Upper limits for the factor ranges, separated by underscores.
required: true
- in: path
name: period_typs
schema:
type: string
description: Period types for which the data is to be fetched, separated by underscores. 'A' for annual data, 'I' for other period (interim) data including 'Trailing Twelve' types.
required: true
responses: {'200': {description: Successful operation.}}
/region/stocks-multi-factor-range/backtest/{region}/{fsitems}/{factor_lowers}/{factor_uppers}/{period_typs}:
get:
operationId: getStocksWithMultipleFactorModelBackTest
summary: Retrieves backtesting simulation result of model matching multiple factor ranges in a region
description: Retrieves backtesting simulation result of model matching multiple factor ranges in a region.
Each factor range is defined by fsitem, factor_lower, factor_upper, and period_typ. These parameters are now specified in the path, separated by underscores.
Show the result table as markdown table format.
parameters:
- in: path
name: region
schema:
type: string
enum: ['KR','US','JP','CN','EU']
description: The region in which the stock is located. The region code of the stock in ISO Alpha-2 format.
Korea (KOSPI200), USA (S&P500), Japan(TOPIX500) China (CSI300) Europe(EUROSTOXX) Backtesting is performed in this manner.
required: true
- in: path
name: fsitems
schema:
type: string
description: Financial Item Numbers for which the data is to be fetched, separated by underscores.
required: true
- in: path
name: factor_lowers
schema:
type: string
description: Lower limits for the factor ranges, separated by underscores.
required: true
- in: path
name: factor_uppers
schema:
type: string
description: Upper limits for the factor ranges, separated by underscores. if it is null fill value as 1E+38
required: true
- in: path
name: period_typs
schema:
type: string
description: Period types for which the data is to be fetched, separated by underscores. 'A' for annual data, 'I' for other period (interim) data including 'Trailing Twelve' types.
required: true
responses: {'200': {description: Successful operation.}}
/region/stocks-passed-technical-indicator-criteria/{region}/{technical_indicator}:
get:
operationId: getFindStocksPassedTechnicalIndicatorCriteria
summary: Retrieve stocks that have passed specific technical indicator criteria.
parameters:
- in: path
name: region
schema:
type: string
description: ISO Alpha-2 region code of the stocks.
required: true
- in: path
name: technical_indicator
schema:
type: string
enum: ['52weeks high breakthrough', 'Sequentially Aligned Moving Averages']
description: The technical indicator criterion that stocks have passed. This list will expand over time.
required: true
responses: {'200': {description: Successful operation.}}
/region/industries/top-stocks/{industry_codes}/{topic}/{region}/{basedate}:
get:
operationId: getIndustryTopStocksBasedOnTopic
summary: Provides recommended stocks in industries based on a specified topic. Before Start, use /industrycodes/ to find related industries.
description: Input industries are formatted as IndustryCode1_IndustryCode2_IndustryCode3_... (e.g., 1111_2222_1222_...).
/industrycodes/ endpoint to find related industries those user wants to know.
parameters:
- in: path
name: industry_codes
schema:
type: string
description: Before start find industry_codes by using getIndustryCodes
required: true
- in: path
name: topic
schema:
type: string
enum: ['boolio score', 'financial data', 'market capitalization', 'return']
description: The topic based on which the stocks are to be ranked. If the topic is 'return', the ranking is based on the returns from the specified date to the present.
required: true
- in: path
name: region
schema:
type: string
default: 'ALL'
description: The region code of the stock in ISO Alpha-2 format. If not specified, the default region is 'ALL'.
required: true
- in: path
name: basedate
schema:
type: string
default: 'today'
description: The reference date for the stock ranking in yyyymmdd format. For 'return' topic, it represents the start date for calculating returns. For other topics, the default is today's date.
required: true
responses: {'200': {description: Successful operation.}}
/region/industries/outlook/{region}:
get:
operationId: getOutlookForIndustriesInRegion
summary: Provides a detailed outlook across various industries in a region
description: This endpoint delivers a comprehensive analysis and future outlook of industries.
parameters:
- in: path
name: region
schema:
type: string
description: The region code of the market in ISO Alpha-2 format.
required: true
responses: {'200': {description: Successful operation.}}
/region/industries/factor-median-value/{region}/{industry_level}:
get:
operationId: getIndustryFactorMedianValue
summary: Returns median values of factors for industries within a specified region.
description: >
This endpoint provides the median values of various factors for industries in a given region.
The region is specified by its ISO Alpha-2 code. The level of industry detail can be specified,
ranging from 1 (least detailed) to 5 (most detailed), with a default value of 2.
parameters:
- in: path
name: region
schema:
type: string
description: The ISO Alpha-2 code of the region.
required: true
- in: path
name: industry_level
schema:
type: integer
default: 2
minimum: 1
maximum: 5
description: The level of detail for the industry classification. Ranges from 1 to 5, with a default value of 2.
required: true
responses: {'200': {description: Successful operation.}}
/market/outlook/:
get:
operationId: getOutlookForStockMarket
summary: Provides a detailed outlook report for market .
description: This endpoint delivers a comprehensive analysis and future outlook of overall stock market.
responses: {'200': {description: Successful operation.}}
/investor/holdings/{investor_id}:
get:
operationId: getnvestorHoldings
summary: Returns the holdings of a given investor based on their ID.
description: This endpoint provides the holdings held by an investor. It is focus on Investor not single stock or company
If you want to know investors for single company, call endpoint single-stock/information/
parameters:
- in: path
name: investor_id
schema:
type: integer
description: Provide the ID of the investor to get the corresponding holdings. use endpoint getInvestorId(OperationID)
required: true
responses: {'200': {description: Successful operation.}}
elif topic == "major shareholders":
return get_single_stock_shareholder_information(ticker,region)
/news/filing-today/{region}:
get:
operationId: getTodaysFilingData
summary: Retrieves today's filing documents for a specified region.
description: This endpoint provides access to the latest filing documents released on the current day for the specified region. The region is identified by its ISO Alpha-2 country code.
parameters:
- in: path
name: region
schema:
type: string
description: The ISO Alpha-2 country code of the region.
required: true
responses: {'200': {description: Successful operation.}}
/historical-date/matching-with/current-price-trends/{index}:
get:
operationId: getHistoricalDatesMatchingWithCurrentEquityIndexTrend
summary: Retrieve historical dates with price trends similar to the current trend of a specified index.
description: Returns a list of historical dates where the price movement of the specified index closely matched the current price trend on markdown table format.
parameters:
- in: path
name: index
schema:
type: string
enum: [KOSPI200, S&P500, NASDAQ100, TOPIX500, CSI300, EUROSTOXX]
description: The identifier of the index for which to find matching historical price trends. Possible values are KOSPI200, S&P500, NASDAQ100, TOPIX500, CSI300, EUROSTOXX.
required: true
responses: {'200': {description: Successful operation.}}
/historical-date/matching-with/current-economic-value/{ecoitems}:
get:
operationId: getHistoricalDatesMatchingWithCurrentEconomicValue
summary: Finds historical dates with price trends similar to current trends based on specified economic indicators.
description: This endpoint identifies historical dates where the price trends closely matched the current trend, based on a series of specified economic indicators (ecoitems). Users must input the ecoitems as a series of numbers, each separated by underscores.
parameters:
- in: path
name: ecoitems
schema:
type: string
description: A series of economic indicators specified as numbers in a single string, separated by underscores (e.g., "8_9_11").
required: true
responses:
'200':
description: Successful operation, returns historical dates with similar price trends to the current trend based on the specified economic indicators.
/historical-date/analysis-post-date/{topic}/{date_}/{region}:
get:
operationId: getPostFinIndOrIdxMovSinceDate
summary: Analyze Trends Following a Historical Date Based on Topic
description: This endpoint provides an analysis of financial trends and changes occurring after a specified historical date, focused on a selected topic.
parameters:
- in: path
name: topic
schema:
type: string
enum: ['overall', 'equity index'] # Restricts the topic to either 'overall' or 'equity index'.
description: The topic of analysis. Use 'overall' for a general analysis of financial trends or 'equity index' for a specific focus on the stock market.
required: true
- in: path
name: date_
schema:
type: string
pattern: '^\d{4}-\d{2}-\d{2}$' # This pattern ensures the date format is yyyy-mm-dd.
required: true
- in: path
name: region
schema:
type: string
description: ISO Alpha-2 country code.
required: true
responses: {'200': {description: Successful operation.}}
/theme/stocks/{query}/{region}:
get:
operationId: themeSectorStockSearch
summary: Retrieve companies based on theme or sector query.
description: Returns the top 20 companies with business descriptions that have high semantic similarity with the provided query.
parameters:
- in: path
name: query
schema:
type: string
pattern: '^[a-zA-Z\s]*$' # This pattern ensures only English letters and spaces are allowed.
description: A theme or term. If it's a term, its definition should be provided. Must be in English. If not, need to be translated english.
required: true
- in: path
name: region
schema:
type: string
description: The ISO2 region code.
required: true
responses: {'200': {description: Successful operation.}}
/eft/with-stock/{stockTicker}/{stockRegion}:
get:
operationId: getETFsContainingStock
summary: It shows a list of ETFs containing the stock entered by the user.
description: Returns a list of ETFs that include the specified stock.
parameters:
- in: path
name: stockTicker
schema:
type: string
description: The stock ticker symbol to search within ETFs.
required: true
- in: path
name: stockRegion
schema:
type: string
description: The region where the stock is traded.
required: true
responses: {'200': {description: Successful operation.}}
/eft/holdings/{etfticker}/{etfregion}:
get:
operationId: getETFHoldings
summary: It shows a list of ETFs containing the stock entered by the user.show top 20 stocks in ETF. Find Ticker by GPT assistant.
parameters:
- in: path
name: etfticker
schema:
type: string
description: Ticker symbol of the etf.
required: true
- in: path
name: etfregion
schema:
type: string
description: The region code of the etf.
required: true
responses: {'200': {description: Successful operation.}}
/etf/optimal-portfolio/{target_return}/{investment_period}:
get:
operationId: getOptimalETFPortfolioByInvestorsRequirements
summary: Retrieve the optimal ETF allocation for a specified target return and investment period.
description: A module that presents the optimal ETF portfolio when the user specifies the expected rate of return and the investment period.
parameters:
- in: path
name: target_return
schema:
type: float
required: true
description: The target return rate that the user wants to achieve, in percentage.
- in: path
name: investment_period
schema:
type: int
required: true
description: The investment period that the user is planning to invest, in years.
responses: {'200': {description: Successful operation.}}