Comprehensive Brokerage Roadshow Coverage
Covers 95% of public roadshows by Chinese brokerages, capturing first-hand market content in real time.
Your Premier Window intoChinese Assets
Leading AI-Powered Investment Research Platform
Smart workflows for the full investment research process.
Elite analysts turn their research methodology into Agent skills.
With AI Jinbao, every investor becomes a super individual.
DACHENG FUND
CHINA MERCHANTS FUND
INVESCO GREAT WALL
CHINA ASSET MANAGEMENT
PENGHUA FUND
FULLGOAL FUND
FORESIGHT FUND
FORTUNE & ROYAL ASSETOne Platform for Faster Access to Research Data
Featuring the market’s most comprehensive coverage of Chinese assets, from A-share and HK stocks to U.S.-listed Chinese stocks, macro policies to industry sectors, market leaders to hidden champions, ensuring you never miss a single key investment target.
First-hand Corporate Insights
Covers earnings calls for 7,000+ A-share, Hong Kong, and US-listed Chinese companies, consolidating management's operational insights and business interpretations.
Global Financial Data Foundation
Includes real-time market quotes, corporate filings, and financial data for A-share, HK, and US-listed Chinese stocks.
Sell-Side Research Reports
Features real-time synchronized updates across a comprehensive database of research reports, providing one-click access to sell-side perspectives and ratings.
Exclusive Sentiment Data
Tracks trending metrics for roadshows, individual stocks, and research reports, alongside buy-side behaviors and thematic momentum.
Curated Alternative Data
Aggregates alternative intelligence, including financial media news, social sentiment, and key analyst commentaries.
Quantitative Strategy Factors
Derives sentiment indicators and quantitative strategy factors based on our proprietary data.
Full-Spectrum Macro & Policy Coverage
Provides one-stop access to core macroeconomic resources, ranging from top-level policy directives to industry-specific regulations.
Trusted AI for Faster, Smarter Investment Workflows
Jinbao provides 24/7 AI-powered research support that is fast, reliable, and easy to use. From monitoring evolving signals to producing research reports, it supports the full investment research workflow.
Chat Mode: Instant answers for everyday research tasks
Powered by 11 specialized AI agents, Chat Mode automates recurring work and delivers reliable answers in real time.
Research Mode: A dedicated workspace for continuous research
Research Mode unifies research, workflows, writing, and documentation in one place for long-term tracking and iteration.
Task Mode: Build AI workflows around the way you work
Configure agents, create custom skills, and build workflows tailored to your process—designed to adapt and improve over time.
Turn Market Noise into Actionable Investment Signals.
Quantitative backtesting dashboard
- 500daily updates
- 38sub-sectors covered
Stock anomaly monitoring
- 3stock markets covered
- AHKUS
Daily investment research report
- 3updates per day
- 300market highlights
Quantitative Event Signals
Evaluate event-driven signals through historical backtesting Assess how specific events and market themes have historically influenced price performance, reduce sentiment-driven bias, and support a more disciplined, data-backed investment process
AI-Powered Market Monitoring
Detect relevant market signals as they emerge AI agents continuously monitor the market for unusual price action, deliver timely alerts, and help teams focus on the developments most likely to matter
Daily Research Reports
Focused market intelligence, updated three times daily Cut through excess information with concise research summaries that highlight key developments, institutional attention, and actionable areas for further analysis
An All-in-One Platform for the Entire Investment Research Workflow
Seamlessly integrate meetings, documents, recordings, and schedules across your research pipeline, achieving closed-loop management from initial communication and team collaboration to knowledge consolidation.
AI Meeting Delegation
Smart attendance via virtual proxy
One-click delegation for schedule conflicts
Live audio recording and automated minutes
Why Choose Us Over Peers
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Core Proprietary Research Data
Powers investment decisions with exclusive China-market data covering roadshows, industry trends, policy transmission, capital flows and alternative data, delivering unique insights for global investors.
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One-Stop Full-Coverage Chinese Assets
Integrates A-share, H-share, China Concept Stocks, bonds and REITs with cross-border, low-latency market data and unified standards.
Portfolio Company Update Q2.pptx
Capital Market Daily.docx
List of Increased Holdings
Share Reduction Announcement
AI-Powered Investment Research
Automates workflows, boosts efficiency, cuts through noise, and uncovers high-value investment signals.
Quality Management System CertificationIT Service Management System CertificationInformation Security Management System CertificationCybersecurity Classified Protection Certificate of Shenzhen, ChinaEnterprise-Grade Security & Compliance
Provides a compliant, secure, efficient, and intelligent closed-loop ecosystem for financial information sharing and business collaboration.