✨Data Intelligence Lab@HKU✨

Build a pair trading strategy for two related instruments using their price ratio. Measure how far the ratio moves from its recent average, generate opposite buying and selling signals, and close positions when the ratio returns near that average.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Test a pair trade between two stocks in the same industry
• Build a BTC/ETH price ratio strategy
• Set entry and exit thresholds for a pair trade

Analyze price and volume data using trend indicators, overbought and oversold measures, and volume changes. Combine these three perspectives into a single long, short, or stand-aside signal, with adjustable calculation periods and thresholds.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Combine several technical indicators into one signal
• Check trends alongside overbought and oversold conditions
• Adjust indicator periods and thresholds

Compare Chinese A-share sectors using business conditions, price trends, valuation, and fund flows. The skill provides scoring and ranking frameworks to organize sector allocation proposals and trace how demand or cost changes affect connected industries.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Compare business conditions across Chinese A-share sectors
• Rank sectors by price trends, earnings changes, and fund flows
• Trace cost and demand changes through industry supply chains

Check investment research for bias before searching and before writing conclusions. A short checklist broadens coverage beyond large companies and English sources, challenges bullish assumptions, and checks whether important figures are current.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Include smaller companies and suppliers in stock screens
• Expand supply chain research to local language sources
• Test investment theses against opposing evidence

Compare money moving into and out of US exchange-traded funds to assess sector rotation and appetite for risk. Produce a structured view of broad market, growth versus value, bond, and thematic fund flows.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Review broad US equity ETF inflows and outflows
• Identify sectors attracting or losing capital
• Compare growth and value fund flows

Analyze option strategies with profit and loss charts, breakeven points, and maximum risk calculations. Compare single options and combinations, and explore how underlying prices and volatility affect theoretical values for research and backtesting.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing profit and loss across option strategies
• Calculating breakeven points and maximum profit or loss
• Exploring price and volatility scenarios

Explain portfolio performance by separating the effects of sector allocation, stock selection, market factors, and timing. Compare results with a benchmark, assess risk-adjusted returns, and prepare a report showing where excess returns came from.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Explaining returns above or below a benchmark
• Separating sector allocation and stock-selection effects
• Assessing market exposure and trading timing

Generate trading signals using Smart Money Concepts, a framework for interpreting institutional trading behavior. Analyze trend continuation, reversals, price gaps, and order concentration zones, then combine structural signals and gaps to determine a trading direction.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Build signals from trend continuation and reversal patterns
• Filter structural signals using price gaps
• Adjust swing detection and closing-price break rules

Provides guidance for retrieving China A-share prices and trading volumes through the TDX protocol. The source is currently retired from automatic routing because servers stopped responding, with explicit selection retained for possible future recovery.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing the retired data source and its limitations
• Checking daily and intraday data retrieval methods
• Understanding ticker formats and output columns

Manage multi-step financial research with a clear objective, acceptance criteria, and linked evidence. Track findings across turns, audit whether each criterion is supported, and report unresolved gaps while keeping the workflow limited to research.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Compare strategies or assets against shared criteria
• Review the evidence supporting an investment thesis
• Resume a research task across multiple turns

Analyze crypto perpetual futures funding payments and spot–futures price differences to assess carry trades. Compare exchanges, identify crowded positions, and summarize potential returns alongside risks such as funding reversals and liquidation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Compare funding rates across crypto exchanges
• Estimate annualized spot–futures price differences
• Assess carry trade returns and risks

Retrieve price and trading volume data for US, Hong Kong, and Canadian stocks, ETFs, and indices through Yahoo Finance. Also gather company profiles, financial statements, dividends, and ownership data for market research and historical strategy testing.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Collect historical prices across several stock markets
• Review company financial statements and ownership
• Check dividend and stock split histories

Analyze the volatility implied by option prices across strike prices and expiration dates. Compare calendar spreads and other volatility strategies, then assess portfolio risk using Greeks, measures of how option values respond to market changes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Compare implied volatility across strikes and expiration dates
• Evaluate calendar spread strategies
• Review portfolio risk using Greeks

Analyze investment returns and portfolio risk using loss thresholds, average losses beyond those thresholds, and peak-to-trough declines. Combine simulated price paths with historical and hypothetical market shocks to produce a risk report and control recommendations.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Examining risks behind backtest results
• Comparing portfolio losses under market shocks
• Measuring drawdowns and time to recovery

Collect financial discussions from Twitter/X, Telegram, Discord, and Reddit, then measure sentiment and discussion volume. Use the resulting data to study market attention, distinguish author groups, and test whether social signals relate to future returns.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Compare bullish and bearish sentiment around a stock
• Detect unusual increases in discussion volume
• Track discussion in crypto project communities

Track USDT, USDC, and other stablecoins to assess capital entering or leaving crypto markets. Combine supply changes, issuance and redemption, exchange balances, transfer activity, and movements between blockchains into a structured liquidity report.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Review USDT and USDC issuance and redemption
• Assess changes in stablecoin balances on exchanges
• Compare stablecoin flows across blockchains

Backtest stock and cryptocurrency option strategies using theoretical prices derived from underlying prices. Simulate combinations of option positions, track profit and loss, and export Greeks, measures of sensitivity to price, volatility, and time.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Compare covered call and protective put strategies
• Backtest straddles and iron condors
• Analyze theoretical option prices and sensitivities

Generates buy, sell, or stand-aside signals from calendar patterns using price and volume data. Supports configurable months and weekdays, including combined conditions, for testing seasonal trading ideas against historical data.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Testing trading rules based on particular months
• Adding weekday conditions to a seasonal strategy
• Combining month and weekday signals

Assess market sentiment using fear and greed measures, options activity, margin trading, foreign investment flows, and social media discussion. Combine indicators on a common scale to produce a dashboard and explain signs of excessive optimism or fear.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Create a market sentiment dashboard
• Compare Put-Call Ratio with VIX
• Review Chinese A-share margin activity and foreign investment flows

Finds and retrieves paid financial datasets when free sources lack coverage or detail. Guides comparison of providers, success rates, prices, and required inputs, while keeping execution costs and remaining credits visible.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding financial data missing from free sources
• Comparing paid providers by cost and success rate
• Checking parameters before a paid data request

Generate trading signals from historical volatility, a measure of past price fluctuations. Rank its current level against recent history, signal long positions at low levels, and exit or short at high levels while retaining positions between thresholds.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Build signals from historical volatility levels
• Adjust calculation windows and percentile thresholds
• Set annualization for cryptocurrency data

Retrieve U.S. company filings and financial series from SEC EDGAR. Resolve stock tickers to company identifiers, list recent reports with document links, and fetch reported metrics such as revenue or assets without an API key.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Find a company's recent annual reports and document links
• List quarterly reports and material event filings
• Retrieve reported revenue or net income series

Evaluate companies using projected cash flows, dividends, business segments, and comparisons with peers. Select suitable valuation methods, examine how assumptions change estimated value, and check for problems that can make a seemingly cheap stock misleading.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Selecting valuation methods suited to a company
• Comparing estimated value across multiple methods
• Testing growth-rate and discount-rate assumptions

Convert a Vibe-Trading backtest strategy or a written trading strategy into a Python class for vnpy. Map indicators and trading signals to vnpy conventions, with asset-specific order handling and instructions for loading the strategy for backtesting or live trading.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Export a Vibe-Trading strategy to vnpy
• Turn written trading rules into a CtaTemplate class
• Adapt order handling for A-shares, futures, or crypto