Boolio Legacy is a sophisticated stock analysis tool designed for investors seeking deep insights into global stocks and ETFs, enhanced by AI-driven market insights. With an extensive array of features, users can access knowledge files and utilize various GPT actions to obtain critical financial data, such as identifying financial item numbers, economic indicator codes, and industry classifications. Boolio Legacy empowers users to generate detailed stock analysis reports tailored to specific topics, ensuring informed investment decisions. Additionally, it offers extensive portfolio analysis capabilities, evaluating stocks against the S&P 500 benchmark and providing a comprehensive BoolioScore that rates portfolio strength on a 100-point scale. Users can track historical stock prices, analyze trends, and retrieve data on investor holdings, all while gaining insights into industry outlooks and correlations with economic indicators. Whether you want to assess the financial stability of a company like Tesla or identify top-performing tech stocks in the US market, Boolio Legacy equips you with the analytical tools needed to navigate the complexities of stock investment effectively.
What Can You Do With Boolio Legacy?
- Conduct In-Depth Stock Analysis
Access detailed stock analysis reports tailored to specific topics, allowing you to evaluate financial health and identify investment opportunities effectively.
- Retrieve Historical Data
Query historical financial data for multiple factors in a single company, enabling comprehensive trend analysis and informed decision-making based on past performance.
- Analyze Portfolio Strength
Evaluate your investment portfolio against the S&P 500 benchmark, utilizing the BoolioScore to assess portfolio characteristics and optimize your investment strategy.
- Identify Correlations with Economic Indicators
Discover stocks that are highly correlated with specific economic indicators in your region, facilitating strategic investments based on economic trends.
- Explore Top Stocks by Industry
Retrieve the top-performing stocks in various industries based on specific topics, helping you to stay ahead of market trends and make informed investment choices.
Features and Functions
Enhance Your Journey with Cutting-Edge Features and Functions
- Knowledge file
This GPT Contains knowledge files.
- GPT Action Boolio GPT > getFSItem(Identifies the Financial Item Number (FSItem) for a given factor or indicator. This endpoint provides financial item numbers and their corresponding content.)
- GPT Action Boolio GPT > getEcoItem(Retrieves the economic indicator codes.)
- GPT Action Boolio GPT > getIndustryCodes(Returns industry codes)
- GPT Action Boolio GPT > getDetailedStockAnalysisReportBasedOnTopics(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),
- GPT Action Boolio GPT > getStockFeatureScoreAnalysisReport(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.
- GPT Action Boolio GPT > getCompanyTimeSeriesFinanceDataByFSItem(Access Historical Financial Data for Multiple FSItems in a Single Company)
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.
- GPT Action Boolio GPT > getStockPriceTimeSeriesFromStartDateToToday(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).
- GPT Action Boolio GPT > getPortfolioAnalysis(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.
- GPT Action Boolio GPT > getMultipleStocksPriceTimeSeriesFromStartDateToToday(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".
- GPT Action Boolio GPT > getTopStocksInRegionBasedOnTopics(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.
- GPT Action Boolio GPT > getStocksWithMultipleFactors(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.
- GPT Action Boolio GPT > getStocksWithMultipleFactorModelBackTest(Retrieves backtesting simulation result of model matching multiple factor ranges in a region)
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.
- GPT Action Boolio GPT > getFindStocksPassedTechnicalIndicatorCriteria(Retrieve stocks that have passed specific technical indicator criteria.)
- GPT Action Boolio GPT > getIndustryTopStocksBasedOnTopic(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.
- GPT Action Boolio GPT > getOutlookForIndustriesInRegion(Provides a detailed outlook across various industries in a region)
This endpoint delivers a comprehensive analysis and future outlook of industries.
- GPT Action Boolio GPT > getIndustryFactorMedianValue(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.\n
- GPT Action Boolio GPT > getOutlookForStockMarket(Provides a detailed outlook report for market .)
This endpoint delivers a comprehensive analysis and future outlook of overall stock market.
- GPT Action Boolio GPT > getnvestorHoldings(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/
- GPT Action Boolio GPT > getHistoricalDatesMatchingWithCurrentEquityIndexTrend(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.
- GPT Action Boolio GPT > getHistoricalDatesMatchingWithCurrentEconomicValue(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.
- GPT Action Boolio GPT > getPostFinIndOrIdxMovSinceDate(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.
- GPT Action Boolio GPT > themeSectorStockSearch(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.
- GPT Action Boolio GPT > getETFsContainingStock(It shows a list of ETFs containing the stock entered by the user.)
Returns a list of ETFs that include the specified stock.
- GPT Action Boolio GPT > getETFHoldings(It shows a list of ETFs containing the stock entered by the user.show top 20 stocks in ETF. Find Ticker by GPT assistant.)
- GPT Action Boolio GPT > getOptimalETFPortfolioByInvestorsRequirements(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.
- Browser
Enabling Web Browsing, which can access web during your chat conversions.
- Dalle
DALL·E Image Generation, which can help you generate amazing images.
- Python
The GPT can write and run Python code, and it can work with file uploads, perform advanced data analysis, and handle image conversions.
- File attachments
You can upload files to this GPT.
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