Financial Agent for Everyone

An agentic platform that brings clarity and insight for all mutual funds and ETF investors.

Financial data built for AI agents

Bring transparency and clarity to your financial decisions.

Sample data · Not live

Based on the Invix database (intraday data as of 10:00 today) and the latest market developments, here is a summary of today's major markets:

1. A-shares (intraday, as of 10:00)

Index	Latest	Change
CSI 300	4640.18	+0.21%
CSI 500	7981.38	+0.44%
ChiNext	3514.36	+1.18%

The Invix database shows A-shares opening higher and advancing, led by ChiNext and the CSI 500, with growth and smaller stocks outperforming. NVIDIA's earnings beat boosted the AI supply chain before the open, while technology stocks led a broader rebound on higher volume.^[1]

2. Hong Kong (intraday)

Index	Latest	Change
Hang Seng Index	25521.28	-0.17%
Hang Seng TECH Index	4619.88	-0.01%

Hong Kong stocks edged lower overall, while the Hang Seng TECH Index was broadly flat.

Report today's market performance.

An agentic toolkit

Understand the data and manage your fund portfolio.

Market value (CNY)123,240.20

Daily P/L+627.59+0.51%

Fund	Market value	Daily change
CSI 300 ETF Feeder A	6,809.47	+8.70+0.13%
Hang Seng TECH ETF Feeder (QDII) A	23,370.73	-187.43-0.80%
CSI 500 ETF	42,560.00	+186.44+0.44%
ChiNext ETF	31,860.00	+371.58+1.18%
CSI AI Theme ETF Feeder	18,640.00	+248.30+1.35%

A financial agent that understands you

Start with your goals and preferences.

Generating your portfolio

Loading goals and risk preferences

Analyzing fund and market data

Screening matching funds

Generating an allocation

Optimizing the portfolio

Portfolio4 funds · 100% index funds

CSI 300 ETF Feeder A110020.OF

40%

Hang Seng TECH ETF Feeder (QDII) A013308.OF

20%

ChiNext ETF Feeder A110026.OF

20%

CSI AI Theme ETF Feeder A012733.OF

20%

ALLOCATION NOTES

Based on your preferences and instructions, this portfolio follows your target allocation of 100% equities. It allocates at least 20% to Hang Seng TECH, excludes bond and money market funds, and uses only Class A shares. The portfolio holds fewer than five funds, prioritizing low-fee, passively managed funds to control investment costs.