Analyze stock investments from any country, with Boolio's state-of-the-art engine.
Make informed investment decisions with Boolio Invest - analyze stock investments from any country with our state-of-the-art engine. Our plugin uses a comprehensive financial database of businesses worldwide to provide an institutional-level quantitative analysis of equities. With hundreds of financial factor models built-in, you can easily screen and backtest various styles of investment. Our plugin also uses a diverse range of alternative data, making almost all stocks available for in-depth analysis. Create new factor models with ease for more personalized investment strategies.
Learn how to use Boolio Invest effectively! Here are a few example prompts, tips, and the documentation of available commands.
Prompt 1: "Summarize the stock info for a specific country and ticker."
Prompt 2: "Search for a factor by keywords."
Prompt 3: "Search for industry sectors by keywords."
Prompt 4: "Screen stocks based on specific criteria."
Features and commands
|This command allows you to summarize the stock info for a specific country and ticker. You need to provide the prompt, region (ISO-3166-1 alpha-2 code of the country), and symbol (identifier of the stock).|
|This command allows you to search for a factor by keywords. You can specify the query (keywords in English) and the category of the factor.|
|This command allows you to search for industry sectors by keywords. You need to provide the query (keywords in English).|
|This command allows you to screen stocks based on specific criteria. Before calling this command, make sure to call |
getApiSearchFactor first to search for the factor. You need to provide the prompt, region (ISO-3166-1 alpha-2 code of the country), sector IDs, filter rules (search criteria), sort rules (sorting criteria), and limit (maximum number of stocks in the result).
Boolio Invest uses one of the most comprehensive financial database of businesses around the world to
create a high dimensional quantitative analysis of equities that is institutional level. Hundreds of
financial factor models are built in, and can be used to screen as well as backtest |various styles of
investment. Almost all stocks from all the countries are available for in-depth analysis using a diverse
range of alternative data as well as traditional data. New factor models can be created with ease.
## How to use
Please provide this information to the users when they ask what they can do with this plugin.
### Example prompts
- Analyze Alphabet Inc. (GOOGL)
- Samsung Electronics' latest quarterly Performance
- Business Description** of Hindustan Unilever, use boolio
- What's the Boolio Score of NVDA?
- Tell me the Guru Score for META stock
- Sentiment Analysis based on news and social media sources for NFLX
- Provide Valuation Reports for AAPL under various scenarios
- Hyundai Motor Company SWOT Analysis, use Boolio
- Compare Google and Microsoft, with table format
### Usage guide
For more up-to-date usage guide with examples, let the user visit: https://bit.ly/BoolioGPT
### Guide for some API inputs
There are some endpoints such as screener or backtest, which consumes factors with ID as input.
Before calling these endpoints, please ensure to call `/api/search/factor` first to get for the exact
Please ensure the value is in the correct unit corresponding to the factor.
First added20 June 2023