ETF Invest GPT · Acciones GPT
Boolio AI Analyst
POST /cosmos/list-all-fs-itemsListAllFSItemsList All the Financial Item Number (FSItem) for a given factor or indicator. This endpoint provides financial item numbers and their corresponding content.
POST /cosmos/list-all-eco-itemsListAllEcoItemsList All the economic indicator codes.
POST /cosmos/list-all-industry-codesListAllIndustryCodesList All industry codes.
POST /cosmos/list-all-investor-idsListAllInvestorIdsList All famous investors by name.
POST /cosmos/analyze-stock-by-topicAnalyzeStockByTopicProvide detailed stock analysis based on a specific topic
POST /cosmos/stock-featuresStockFeaturesAnalyze Key Features of a Stock for Informed Investment Decisions. The available features are Profitability, Growth, Undervalued, Momentum, FinancialStability, Sentiment, and ShareholderReturn.
POST /cosmos/company-historical-financial-data-by-fs-itemsCompanyHistoricalFinancialDataByFSItemsGet historical financial data for multiple FSItems of a company
POST /cosmos/stock-historical-priceStockHistoricalPriceGet stock prices from the start date
POST /cosmos/get-multiple-stocks-current-finance-data-by-f-sitemsGetMultipleStocksCurrentFinanceDataByFSitemsAn 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 '_'.
POST /cosmos/get-portfolio-analysisGetPortfolioAnalysisAn 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.
POST /cosmos/get-multiple-stocks-price-time-series-from-start-date-to-todayGetMultipleStocksPriceTimeSeriesFromStartDateToTodayRetrieve historical stock prices for specified stocks using tickers and regions. For example, "005930_AAPL" for Samsung Electronics and Apple in regions "KR_US", starting from a user-specified date.
POST /cosmos/get-top-stocks-in-region-based-on-topicsGetTopStocksInRegionBasedOnTopicsRetrieves 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.
POST /cosmos/get-high-or-low-correlated-stocks-with-economic-indicators-by-eco-itemGetHighOrLowCorrelatedStocksWithEconomicIndicatorsByEcoItemRetrieves 'num_stocks' stocks with the highest or lowest correlation to a given economic indicator from a specified country(region). Gathers stock data and returns a list based on correlation.
POST /cosmos/get-stocks-within-factor-range-in-regionGetStocksWithinFactorRangeInRegionRetrieves stocks within a specific factor value range. Call GetMultipleStocksCurrentFinanceDataByFSitems conversation first for fsitem value. Use default minimum float if Factor_lower is absent and maximum float if Factor_upper is not provided.
POST /cosmos/get-stocks-with-multiple-factorsGetStocksWithMultipleFactorsRetrieves stocks in a region matching multiple factor ranges. Factors defined by fsitem, factor_lower, factor_upper, and period_typ, specified in path with underscores.
POST /cosmos/get-stocks-with-multiple-factor-model-back-testGetStocksWithMultipleFactorModelBackTestRetrieves backtesting simulation results for a model matching multiple factor ranges in a region. Factors defined by fsitem, factor_lower, factor_upper, period_typ, specified in the path with underscores. Results shown in markdown table format.
POST /cosmos/get-find-stocks-passed-technical-indicator-criteriaGetFindStocksPassedTechnicalIndicatorCriteriaRetrieve stocks that have passed specific technical indicator criteria.
POST /cosmos/get-industry-top-stocks-based-on-topicGetIndustryTopStocksBasedOnTopicProvides recommended stocks in industries based on a specified topic. Use FindIndustryCodes conversation to find related industries first. Input industries as IndustryCode1_IndustryCode2_... (e.g., 1111_2222_1222_...). Use FindIndustryCodes conversation to find relevant industries.
POST /cosmos/get-outlook-for-industries-in-regionGetOutlookForIndustriesInRegionProvides a detailed outlook across various industries in a region This endpoint delivers a comprehensive analysis and future outlook of industries.
POST /cosmos/get-industry-factor-median-valueGetIndustryFactorMedianValueReturns median factor values for industries in a region, specified by ISO Alpha-2 code. Industry detail level ranges from 1 (least) to 5 (most detailed), defaulting to 2.
POST /cosmos/get-outlook-for-stock-marketGetOutlookForStockMarketProvides a detailed outlook report for market . This endpoint delivers a comprehensive analysis and future outlook of overall stock market or today's stock market
POST /cosmos/retrieve-regulatory-docs-by-regionRetrieveRegulatoryDocsByRegionAccesses documents from regulatory agencies like exchanges and financial authorities for a specified region. Retrieves latest documents by ISO Alpha-2 code, including FOMC minutes and disclosure materials.
POST /cosmos/get-historical-dates-matching-with-current-equity-index-trendGetHistoricalDatesMatchingWithCurrentEquityIndexTrendRetrieve historical dates with price trends similar to the current trend of a specified index, returning a list of dates where the index's historical price movement matches the current trend, displayed in markdown table format.
POST /cosmos/get-historical-dates-matching-with-current-economic-valueGetHistoricalDatesMatchingWithCurrentEconomicValueIdentifies historical dates with price trends similar to current ones based on specified economic indicators (ecoitems). Users input ecoitems as a series of numbers, each separated by underscores.
POST /cosmos/get-post-fin-ind-or-idx-mov-since-dateGetPostFinIndOrIdxMovSinceDateAnalyze Trends Following a Historical Date Based on Topic This endpoint provides an analysis of financial trends and changes occurring after a specified historical date, focused on a selected topic.
POST /cosmos/get-equity-index-changes-aftergetEquityIndexChangesAfterRetrieve companies based on theme or sector query. Returns the top 20 companies with business descriptions that have high semantic similarity with the provided query.
POST /cosmos/theme-sector-stock-searchThemeSectorStockSearchRetrieve companies based on theme or sector query. Returns the top 20 companies with business descriptions that have high semantic similarity with the provided query.
POST /cosmos/get-et-fs-containing-stockGetETFsContainingStockIt shows a list of ETFs containing the stock entered by the user. Returns a list of ETFs that include the specified stock.
POST /cosmos/get-etf-holdingsGetETFHoldingsIt shows a list of ETFs containing the stock entered by the user.show top 20 stocks in ETF. Find Ticker by GPT assistant.
POST /cosmos/get-optimal-etf-portfolio-by-investors-requirementsGetOptimalETFPortfolioByInvestorsRequirementsRetrieve 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.
Esquema original API
openapi: 3.1.0
info:
title: Boolio AI Analyst
version: "0.1"
servers:
- url: https://api.chat.boolio.ai
paths:
/cosmos/list-all-fs-items:
post:
description: List All the Financial Item Number (FSItem) for a given factor or indicator. This endpoint provides
financial item numbers and their corresponding content.
operationId: ListAllFSItems
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/ListAllFSItems"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/list-all-eco-items:
post:
description: List All the economic indicator codes.
operationId: ListAllEcoItems
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/ListAllEcoItems"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/list-all-industry-codes:
post:
description: List All industry codes.
operationId: ListAllIndustryCodes
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/ListAllIndustryItems"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/list-all-investor-ids:
post:
description: List All famous investors by name.
operationId: ListAllInvestorIds
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/ListAllInvestorIds"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/analyze-stock-by-topic:
post:
description: Provide detailed stock analysis based on a specific topic
operationId: AnalyzeStockByTopic
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/AnalyzeStockByTopic"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/stock-features:
post:
description: Analyze Key Features of a Stock for Informed Investment Decisions. The available features are
Profitability, Growth, Undervalued, Momentum, FinancialStability, Sentiment, and ShareholderReturn.
operationId: StockFeatures
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/StockFeatures"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/company-historical-financial-data-by-fs-items:
post:
description: Get historical financial data for multiple FSItems of a company
operationId: CompanyHistoricalFinancialDataByFSItems
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/HistoricalFindata"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/stock-historical-price:
post:
description: Get stock prices from the start date
operationId: StockHistoricalPrice
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/HistoricalPrice"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-multiple-stocks-current-finance-data-by-f-sitems:
post:
description: >+
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 '_'.
operationId: GetMultipleStocksCurrentFinanceDataByFSitems
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetMultipleStocksCurrentFinanceDataByFSitems"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-portfolio-analysis:
post:
description: >
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.
operationId: GetPortfolioAnalysis
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetPortfolioAnalysis"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-multiple-stocks-price-time-series-from-start-date-to-today:
post:
description: Retrieve historical stock prices for specified stocks using tickers and regions. For example, "005930_AAPL"
for Samsung Electronics and Apple in regions "KR_US", starting from a user-specified date.
operationId: GetMultipleStocksPriceTimeSeriesFromStartDateToToday
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetMultipleStocksPriceTimeSeriesFromStartDateToToday"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-top-stocks-in-region-based-on-topics:
post:
description: >
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.
operationId: GetTopStocksInRegionBasedOnTopics
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetTopStocksInRegionBasedOnTopics"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-high-or-low-correlated-stocks-with-economic-indicators-by-eco-item:
post:
description: Retrieves 'num_stocks' stocks with the highest or lowest correlation to a given economic indicator from a
specified country(region). Gathers stock data and returns a list based on correlation.
operationId: GetHighOrLowCorrelatedStocksWithEconomicIndicatorsByEcoItem
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetHighOrLowCorrelatedStocksWithEconomicIndicatorsInRegionByEcoItem"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-stocks-within-factor-range-in-region:
post:
description: Retrieves stocks within a specific factor value range. Call GetMultipleStocksCurrentFinanceDataByFSitems
conversation first for fsitem value. Use default minimum float if Factor_lower is absent and maximum float if
Factor_upper is not provided.
operationId: GetStocksWithinFactorRangeInRegion
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetStocksWithinFactorRangeInRegion"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-stocks-with-multiple-factors:
post:
description: Retrieves stocks in a region matching multiple factor ranges. Factors defined by fsitem, factor_lower,
factor_upper, and period_typ, specified in path with underscores.
operationId: GetStocksWithMultipleFactors
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetStocksWithMultipleFactors"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-stocks-with-multiple-factor-model-back-test:
post:
description: Retrieves backtesting simulation results for a model matching multiple factor ranges in a region. Factors
defined by fsitem, factor_lower, factor_upper, period_typ, specified in the path with underscores. Results shown
in markdown table format.
operationId: GetStocksWithMultipleFactorModelBackTest
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetStocksWithMultipleFactorModelBackTest"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-find-stocks-passed-technical-indicator-criteria:
post:
description: |+
Retrieve stocks that have passed specific technical indicator criteria.
operationId: GetFindStocksPassedTechnicalIndicatorCriteria
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetFindStocksPassedTechnicalIndicatorCriteria"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-industry-top-stocks-based-on-topic:
post:
description: Provides recommended stocks in industries based on a specified topic. Use FindIndustryCodes conversation to
find related industries first. Input industries as IndustryCode1_IndustryCode2_... (e.g., 1111_2222_1222_...).
Use FindIndustryCodes conversation to find relevant industries.
operationId: GetIndustryTopStocksBasedOnTopic
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetIndustryTopStocksBasedOnTopic"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-outlook-for-industries-in-region:
post:
description: |
Provides a detailed outlook across various industries in a region
This endpoint delivers a comprehensive analysis and future outlook of industries.
operationId: GetOutlookForIndustriesInRegion
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetOutlookForIndustriesInRegion"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-industry-factor-median-value:
post:
description: Returns median factor values for industries in a region, specified by ISO Alpha-2 code. Industry detail
level ranges from 1 (least) to 5 (most detailed), defaulting to 2.
operationId: GetIndustryFactorMedianValue
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetIndustryFactorMedianValue"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-outlook-for-stock-market:
post:
description: >
Provides a detailed outlook report for market .
This endpoint delivers a comprehensive analysis and future outlook of overall stock market or today's stock market
operationId: GetOutlookForStockMarket
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetOutlookForStockMarket"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/retrieve-regulatory-docs-by-region:
post:
description: Accesses documents from regulatory agencies like exchanges and financial authorities for a specified
region. Retrieves latest documents by ISO Alpha-2 code, including FOMC minutes and disclosure materials.
operationId: RetrieveRegulatoryDocsByRegion
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/RetrieveRegulatoryDocs"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-historical-dates-matching-with-current-equity-index-trend:
post:
description: Retrieve historical dates with price trends similar to the current trend of a specified index, returning a
list of dates where the index's historical price movement matches the current trend, displayed in markdown table
format.
operationId: GetHistoricalDatesMatchingWithCurrentEquityIndexTrend
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetHistoricalDatesMatchingWithCurrentEquityIndexTrend"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-historical-dates-matching-with-current-economic-value:
post:
description: Identifies historical dates with price trends similar to current ones based on specified economic
indicators (ecoitems). Users input ecoitems as a series of numbers, each separated by underscores.
operationId: GetHistoricalDatesMatchingWithCurrentEconomicValue
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetHistoricalDatesMatchingWithCurrentEconomicValue"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-post-fin-ind-or-idx-mov-since-date:
post:
description: >
Analyze Trends Following a Historical Date Based on Topic
This endpoint provides an analysis of financial trends and changes occurring after a specified historical date, focused on a selected topic.
operationId: GetPostFinIndOrIdxMovSinceDate
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetPostFinIndOrIdxMovSinceDate"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-equity-index-changes-after:
post:
description: >
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.
operationId: getEquityIndexChangesAfter
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetEquityIndexChangesAfter"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/theme-sector-stock-search:
post:
description: >
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.
operationId: ThemeSectorStockSearch
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/ThemeSectorStockSearch"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-et-fs-containing-stock:
post:
description: |
It shows a list of ETFs containing the stock entered by the user.
Returns a list of ETFs that include the specified stock.
operationId: GetETFsContainingStock
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetETFsContainingStock"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-etf-holdings:
post:
description: >+
It shows a list of ETFs containing the stock entered by the user.show top 20 stocks in ETF. Find Ticker by GPT
assistant.
operationId: GetETFHoldings
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetETFHoldings"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
/cosmos/get-optimal-etf-portfolio-by-investors-requirements:
post:
description: >
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.
operationId: GetOptimalETFPortfolioByInvestorsRequirements
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/GetOptimalETFPortfolioByInvestorsRequirements"
required: true
responses:
"200":
description: ""
content:
application/json:
schema:
type: string
"400":
description: "Invalid value for: headers, Invalid value for: body"
content:
text/plain:
schema:
type: string
default:
description: ""
content:
text/plain:
schema:
type: string
components:
schemas:
AnalyzeStockByTopic:
required:
- ticker
- region
- topic
- prompt
type: object
properties:
ticker:
type: string
description: Ticker symbol of the stock.
region:
type: string
description: The region code of the stock in ISO Alpha-2 format.
topic:
$ref: "#/components/schemas/Topic"
prompt:
type: string
description: user-written prompts
DataType:
type: string
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.
enum:
- Return
- BoolioScore
- FinancialData
- MarketCapitalization
Feature:
type: string
description: Feature for the stock analysis.
enum:
- Profitability
- Growth
- Undervalued
- Momentum
- FinancialStability
- Sentiment
- ShareholderReturn
GetETFHoldings:
required:
- etfticker
- etfregion
- prompt
type: object
properties:
etfticker:
type: string
description: Ticker symbol of the etf.
etfregion:
type: string
description: The region code of the etf.
prompt:
type: string
description: user-written prompts
GetETFsContainingStock:
required:
- stockTicker
- stockRegion
- prompt
type: object
properties:
stockTicker:
type: string
description: The stock ticker symbol to search within ETFs.
stockRegion:
type: string
description: The region where the stock is traded.
prompt:
type: string
description: user-written prompts
GetEquityIndexChangesAfter:
required:
- startdate
- region
- prompt
type: object
properties:
startdate:
type: string
description: The format of the date is yyyymmdd. For instance, 20230627 refers to June 27, 2023.
region:
type: string
description: The ISO2 region code.
prompt:
type: string
description: user-written prompts
GetFindStocksPassedTechnicalIndicatorCriteria:
required:
- region
- technicalIndicator
- prompt
type: object
properties:
region:
type: string
description: ISO Alpha-2 region code of the stocks.
technicalIndicator:
$ref: "#/components/schemas/TechnicalIndicator"
prompt:
type: string
description: user-written prompts
GetHighOrLowCorrelatedStocksWithEconomicIndicatorsInRegionByEcoItem:
required:
- region
- numStocks
- ecoitem
- isHighest
- prompt
type: object
properties:
region:
type: string
description: The region code of the stock in ISO Alpha-2 format.
numStocks:
type: integer
description: The number of stocks to return.
format: int32
ecoitem:
type: integer
description: The code of the economic indicator. Find correct ecoitem by calling getEcoItem(OperationID)
format: int32
isHighest:
type: integer
description: Binary string variable to determine if the highest (when 1) or lowest (when 0) returning stocks are to be
fetched.
format: int32
prompt:
type: string
description: user-written prompts
GetHistoricalDatesMatchingWithCurrentEconomicValue:
required:
- ecoitems
- prompt
type: object
properties:
ecoitems:
type: string
description: A series of economic indicators specified as numbers in a single string, separated by underscores (e.g.,
"8_9_11").
prompt:
type: string
description: user-written prompts
GetHistoricalDatesMatchingWithCurrentEquityIndexTrend:
required:
- index
- prompt
type: object
properties:
index:
type: string
prompt:
type: string
description: user-written prompts
GetIndustryFactorMedianValue:
required:
- region
- industryLevel
- prompt
type: object
properties:
region:
type: string
description: The ISO Alpha-2 code of the region.
industryLevel:
type: integer
description: The level of detail for the industry classification. Ranges from 1 to 5, with a default value of 2.
format: int32
prompt:
type: string
description: user-written prompts
GetIndustryTopStocksBasedOnTopic:
required:
- industryCodes
- topic
- region
- basedate
- prompt
type: object
properties:
industryCodes:
type: string
description: Before start find industry_codes by using getIndustryCodes
topic:
type: string
description: "enum: [boolio score, market capitalization]"
region:
type: string
description: The region code of the stock in ISO Alpha-2 format. If not specified, the default region is 'ALL'.
basedate:
type: string
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.
prompt:
type: string
description: user-written prompts
GetMultipleStocksCurrentFinanceDataByFSitems:
required:
- tickers
- regions
- periodTyp
- fsitems
- prompt
type: object
properties:
tickers:
type: string
description: Tickers are symbol of the stocks. It is separated by underscore. for example "aapl_005930_tsla_..."
regions:
type: string
description: The region codes of the stocks in ISO Alpha-2 format. It is separated by underscore. for example
"us_kr_us_..."
periodTyp:
type: string
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.
fsitems:
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
prompt:
type: string
description: user-written prompts
GetMultipleStocksPriceTimeSeriesFromStartDateToToday:
required:
- tickers
- regions
- startdate
- format
- prompt
type: object
properties:
tickers:
type: string
description: Tickers are symbols of the stocks, separated by underscores. For example, "aapl_005930_tsla_..."
regions:
type: string
description: The region codes of the stocks in ISO Alpha-2 format, separated by underscores. For example, "us_kr_us_..."
startdate:
type: string
description: The format of the date is yyyymmdd. For instance, 20230627 refers to June 27, 2023.
format:
type: string
description: The format for the output data. Set to "markdown" for Markdown format.
prompt:
type: string
description: user-written prompts
GetOptimalETFPortfolioByInvestorsRequirements:
required:
- targetReturn
- investmentPeriod
- prompt
type: object
properties:
targetReturn:
type: number
description: The target return rate that the user wants to achieve, in percentage.
format: double
investmentPeriod:
type: integer
description: The investment period that the user is planning to invest, in years.
format: int32
prompt:
type: string
description: user-written prompts
GetOutlookForIndustriesInRegion:
required:
- region
- prompt
type: object
properties:
region:
type: string
description: The region code of the market in ISO Alpha-2 format.
prompt:
type: string
description: user-written prompts
GetOutlookForStockMarket:
required:
- marketTopic
- region
- prompt
type: object
properties:
marketTopic:
$ref: "#/components/schemas/MarketTopic"
region:
type: string
description: The ISO Alpha-2 country code of the region. default value is 'US'
prompt:
type: string
description: user-written prompts
GetPortfolioAnalysis:
required:
- tickers
- regions
- weights
- prompt
type: object
properties:
tickers:
type: string
description: Stock tickers, separated by underscore. For example "005930_AAPL_TSLA".
regions:
type: string
description: ISO Alpha-2 region codes of the stocks, separated by underscore. For example "kr_us_us".
weights:
type: string
description: Portfolio weights of each stock as real numbers, separated by underscore. For example "20.0_30.0_50.0".
prompt:
type: string
description: user-written prompts
GetPostFinIndOrIdxMovSinceDate:
required:
- topic
- date
- region
- prompt
type: object
properties:
topic:
type: string
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.
date:
type: string
region:
type: string
description: ISO Alpha-2 country code.
prompt:
type: string
description: user-written prompts
GetStocksWithMultipleFactorModelBackTest:
required:
- region
- fsitems
- factorLowers
- factorUppers
- periodTyps
- prompt
type: object
properties:
region:
type: string
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.
fsitems:
type: string
description: Financial Item Numbers for which the data is to be fetched, separated by underscores.
factorLowers:
type: string
description: Lower limits for the factor ranges, separated by underscores.
factorUppers:
type: string
description: Upper limits for the factor ranges, separated by underscores. if it is null fill value as 1E+38
periodTyps:
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.
prompt:
type: string
description: user-written prompts
GetStocksWithMultipleFactors:
required:
- region
- fsitems
- factorLowers
- factorUppers
- periodTyps
- prompt
type: object
properties:
region:
type: string
description: The region in which the stock is located. The region code of the stock in ISO Alpha-2 format.
fsitems:
type: string
description: Financial Item Numbers for which the data is to be fetched, separated by underscores.
factorLowers:
type: string
description: Lower limits for the factor ranges, separated by underscores.
factorUppers:
type: string
description: Upper limits for the factor ranges, separated by underscores.
periodTyps:
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.
prompt:
type: string
description: user-written prompts
GetStocksWithinFactorRangeInRegion:
required:
- region
- fsitem
- factorLower
- factorUpper
- periodTyp
- prompt
type: object
properties:
region:
type: string
description: The region in which the stock is located. The region code of the stock in ISO Alpha-2 format.
fsitem:
type: integer
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.**
format: int32
factorLower:
type: number
description: The lower limit of the factor range.
format: double
factorUpper:
type: number
description: The upper limit of the factor range. if it is null fill value as 1E+38
format: double
periodTyp:
type: string
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.
prompt:
type: string
description: user-written prompts
GetTopStocksInRegionBasedOnTopics:
required:
- region
- dataType
- numStocks
- basedate
- item
- periodTyp
- sign
- prompt
type: object
properties:
region:
type: string
description: The region code of the stock in ISO Alpha-2 format.
dataType:
$ref: "#/components/schemas/DataType"
numStocks:
type: integer
description: The number of top-ranked stocks.
format: int32
basedate:
type: string
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.
item:
type: integer
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.
format: int32
periodTyp:
type: string
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'
sign:
type: integer
description: Indicates the direction for ranking stocks. '1' for top stocks, '-1' for bottom stocks.
format: int32
prompt:
type: string
description: user-written prompts
HistoricalFindata:
required:
- ticker
- region
- periodType
- startDate
- prompt
type: object
properties:
ticker:
type: string
description: Ticker symbol of the stock.
region:
type: string
description: The region code of the stock in ISO Alpha-2 format.
periodType:
$ref: "#/components/schemas/PeriodType"
fsItems:
type: array
items:
type: integer
format: int32
description: Financial (account, factor) Item Numbers that can be found by 'FindFSItems' function.
startDate:
type: string
format: date
prompt:
type: string
description: user-written prompts
HistoricalPrice:
required:
- ticker
- region
- startDate
- prompt
type: object
properties:
ticker:
type: string
description: Ticker symbol of the stock.
region:
type: string
description: The region code of the stock in ISO Alpha-2 format.
startDate:
type: string
format: date
prompt:
type: string
description: user-written prompts
ListAllEcoItems:
required:
- dummy
- prompt
type: object
properties:
dummy:
type: boolean
prompt:
type: string
description: user-written prompts
ListAllFSItems:
required:
- dummy
- prompt
type: object
properties:
dummy:
type: boolean
prompt:
type: string
description: user-written prompts
ListAllIndustryItems:
required:
- dummy
- prompt
type: object
properties:
dummy:
type: boolean
prompt:
type: string
description: user-written prompts
ListAllInvestorIds:
required:
- dummy
- prompt
type: object
properties:
dummy:
type: boolean
prompt:
type: string
description: user-written prompts
MarketTopic:
type: string
description: Specify the market_topic for detailed market outlook.
enum:
- Forecast
- Today
PeriodType:
type: string
enum:
- Annual
- Interim
RetrieveRegulatoryDocs:
required:
- source
- topic
- region
- prompt
type: object
properties:
source:
type: string
description: |
The source category of the regulatory agency documents.
enum: [FOMC, Disclosure]
topic:
type: string
description: |-
The specific topic within the chosen source. Covers categories under FOMC minutes.
enum: [filing, federal_reserve_mins, monetary_policy_committee, beige_books, fed_fund_rate_projection]
'filing' is a general category for other regulatory documents.
region:
type: string
description: The ISO Alpha-2 country code of the region.
prompt:
type: string
description: user-written prompts
StockFeatures:
required:
- ticker
- region
- feature
- prompt
type: object
properties:
ticker:
type: string
description: Ticker symbol of the stock.
region:
type: string
description: The region code of the stock in ISO Alpha-2 format.
feature:
$ref: "#/components/schemas/Feature"
prompt:
type: string
description: user-written prompts
TechnicalIndicator:
type: string
description: The technical indicator criterion that stocks have passed. This list will expand over time.
enum:
- 52WeekHighBreakthrough
- PositiveMovingAverageAlignment
ThemeSectorStockSearch:
required:
- query
- region
- prompt
type: object
properties:
query:
type: string
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.
region:
type: string
description: The ISO2 region code.
prompt:
type: string
description: user-written prompts
Topic:
type: string
enum:
- Overall
- AnalystOpinion
- EarningCall
- CorrelationWithEconomicIndicators
- Valuation
- FactorPercentileInIndustry
- EstimatedEPSAndSales
- SalesBySegment
- ESGScore
- BoolioScore
- TechnicalAnalysis
- Filing
- MarketPsych
- MarketCap
- EquityIndex