下載專業金融 AI 工具,讓 Easyin Agent 更懂你的需求
49 Skills
Monitors 11 core instruments (Gold/Silver/Crude/BTC/DXY/NQ etc.) in real time, delivering AI trade signals, key support/resistance levels, and short-term outlooks to sharpen your trading decisions.
Connect your broker API (uSMART / Futu / Tiger / IBKR). AI monitors the market 24/7 and auto-executes trades. Scans technical indicators every 30 min and auto-closes positions when stop-loss is hit.
Generates daily AI analysis reports for 11 instruments (GC/SI/CL/BTC/DX/NQ/TLT/GDX/XLE/MSTR/UVXY), including key support/resistance levels and short-term signal judgments.
Real-time monitoring of abnormal price movements in HK stocks, US stocks, gold, and crypto — push alerts the moment anomalies are detected.
Extracts key market-moving signals from global financial news affecting HK and US equities, filtering out noise to surface what matters.
Upload a PDF earnings report and AI auto-extracts key financial data, highlights, and risks — generating a professional summary in 30 seconds.
Compresses lengthy broker research reports into 300-word core insights. Supports both Chinese and English reports, saving 90% of reading time.
Upload 2–3 listed-company financial report PDFs simultaneously. AI cross-compares revenue, profit, gross margin, and cash flow, generating competitive analysis and an overall investment conclusion.
Input your portfolio holdings and AI assesses concentration risk, sector risk, and factor risk, then provides hedging recommendations.
Automatically generates client investment advisory reports compliant with SFC requirements, based on client risk appetite and investment objectives.
Comprehensive due-diligence question bank for PE/VC funds across six dimensions: org structure, investment strategy, track record, risk management, ESG, and legal compliance — with red-flag identification.
Answers licensing requirements (Types 1–10), compliance obligations, AML, conduct rules, latest enforcement cases, and regulatory questions for banking, payments, and virtual assets — based on the latest SFC & HKMA knowledge base.
Latest HKMA regulatory requirements and policy interpretations covering banking, payments, and virtual assets.
Guides FinTech founders through the SFC Regulatory Sandbox application process, providing document checklists and key considerations.
Masters HK legal-circle professional culture and business etiquette: law firm hierarchy, name-card protocol, client-room conduct, courtroom etiquette, and cross-cultural communication skills.
Checks insurance sales documents, proposals, and disclaimers for compliance with the Insurance Authority (IA) and Hong Kong law — identifying compliance risks early to protect your licence.
Combines BaZi destiny analysis with market cycles to analyse personal wealth trends and provide timing references from a metaphysical perspective.
Daily analysis of the Five Elements (Wood/Fire/Earth/Metal/Water) based on the Heavenly Stems and Earthly Branches, mapping elemental energy to corresponding market sectors.
Applies the Plum Blossom Numerology divination method combined with current market data to provide hexagram-based market direction references.
Input your work experience and AI generates a professional CV meeting Hong Kong financial-industry standards, covering banking, brokerage, and asset management.
Plans the optimal licensing pathway and exam strategy for SFC/HKSI/CFP/IIQE and other qualifications based on your target role.
Simulates real interview scenarios at Goldman Sachs, HSBC, AIA, and other institutions, with AI providing real-time feedback on answer quality.
Covers the full HK/global hedge fund interview process (L/S equity, macro, quant, event-driven): technical questions, case studies, brain teasers, and behavioural interviews — with answer frameworks and common pitfall alerts.
Covers all HKSI exam subjects with AI-guided problem-solving, mock tests, and wrong-answer analysis — tripling exam preparation efficiency.
A dining guide designed for HK finance professionals. Covers 50+ restaurants in Central and surroundings, with precise recommendations by occasion, client profile, and budget — including reservation tips and cultural etiquette.
Input your startup direction and key metrics, and AI generates a professional business plan tailored to VC reading habits.
Full HK Main Board/GEM IPO roadshow script and Q&A guide: tough investor questions, industry valuation logic, competitor comparisons, and financial metric explanations.
Input a real market event and AI provides in-depth multi-angle analysis from regulatory, risk-management, and investment-strategy perspectives — ideal for learning and research.
Covers all IIQE Papers 1–5 with core concept breakdowns, mock question banks (with detailed explanations), and exam techniques to help you pass the HK Insurance Intermediaries Qualifying Examination first time.
Focuses on the EAQE MPF Intermediaries Qualifying Examination, with in-depth analysis of the MPF Ordinance (Cap. 485), scheme types, trustee responsibilities, and contribution rules — plus high-frequency mock questions.
In-depth analysis of life, medical, critical illness, and annuity product terms — providing coverage gap analysis, value-for-money assessment, competitor comparison, and policy recommendations for precise client advice.
Generates professional sales scripts for different client types and scenarios, covering opening, needs discovery, product presentation, objection handling (too expensive / don't need it / already insured), and closing techniques.
Generates a professional protection needs analysis report (Fact Find) based on client age, income, family situation, and risk tolerance — identifying coverage gaps and recommending the most suitable insurance portfolio.
Provides claims process guidance, required document checklists, and common rejection reason analysis for life, medical, critical illness, and accident insurance — helping clients achieve successful claims.
Tracks the latest developments in the HK and Greater Bay Area insurance market — new product launches, rate adjustments, and regulatory policy changes — to support business decisions and client communications.
Upload an insurance contract and AI interprets key clauses, exclusions, and claim conditions in plain language.
Input staking amount, trading pair, and liquidity pool parameters. AI calculates actual APY/APR, gas costs, and impermanent loss risk, comparing yield differences across Uniswap, Aave, Compound, and other major protocols.
Input an NFT contract address or Token ID. AI analyses floor price, rarity tier, transaction history trends, realised profit, and benchmark project comparisons — providing a fair market value range assessment.
Input a wallet address and AI checks approval risks, suspicious contract interactions, high-risk token holdings, and blacklisted address alerts — generating a wallet security report with revocation recommendations.
Input a project whitepaper or website. AI conducts comprehensive due diligence across six dimensions: team background, tokenomics, technical security, governance structure, and competitive landscape — identifying red flags and investment opportunities.
Interprets whale transfers, exchange inflows/outflows, cost-basis analysis, and holder address dynamics — transforming complex on-chain data into readable market sentiment analysis and capital flow judgements.
Input transaction records and AI automatically calculates capital gains and taxable income under HK, US, and UK tax rules — generating a tax filing preparation checklist with support for FIFO/LIFO/average-cost methods.
Input income and expense details. AI auto-categorises, identifies overspending, optimises budget allocation using the 50/30/20 rule, and generates a monthly expense analysis report with next-month savings targets.
Input your held assets (stocks, funds, deposits, insurance). AI assesses allocation reasonableness, risk concentration, and expected annual return — providing rebalancing recommendations and an optimised asset allocation plan.
Input your age, income, current savings, and target retirement age. AI calculates your retirement funding gap, required monthly savings, and recommended portfolio — generating a personal retirement roadmap with milestone targets.
Input your MPF scheme and fund selections. AI analyses fund performance, expense ratios, and risk metrics — comparing funds of the same type and providing switching recommendations with projected retirement amount estimates.
Input income, loan amount, interest rate, and tenure. AI calculates monthly repayment burden and income ratio under the HKMA stress test standard (+3%), assessing property affordability and optimal purchase timing.
Input assets, liabilities, income, and expenses. AI generates a comprehensive personal financial health report including a balance sheet, cash flow analysis, wealth health score, and three-year financial goal setting.
Connect to Polymarket CLOB API. AI automatically scans hot prediction markets, evaluates event probabilities, and executes arbitrage & directional trades. Built-in risk controls (per-order cap, daily loss limit, min confidence threshold) with Telegram order notifications.