AI Business Services & Solutions-Investment Data Automation Solution

Investment Data Automation Solution

Your Personal Market Data Command Center — Custom-Built

Stop manually checking 10 different websites for prices, P/E ratios, and forex rates. I'll build you a complete, automated investment data pipeline that pulls real-time data from multiple sources and delivers everything in a single dashboard.

Multi-Asset Data Aggregation

A-Shares: via EastMoney API

US Stocks: Pre-market, regular, post-market via Yahoo Finance v8

HK Stocks: via Futu OpenAPI with real-time quotes and K-lines

Cryptocurrency OTC: USDT/CNY rates via OKX C2C and Binance P2P

Bank Forex: USD/HKD settlement rates via CMB API

Custom Sources: Any additional data sources integrated as needed

Automated Calculations

• Rolling P/E tracking with EPS alignment

• Portfolio return calculations

• Asset allocation summaries

• Custom metrics defined by you

Output Formats (Your Choice)

• Formatted Excel workbook with auto-refresh

• CSV files for your own tools

• Console dashboard for quick checks

• Email daily/weekly summary (optional)

Delivery & Support

• Full source code with comments (Python)

• Setup guide and configuration documentation

• 2 x 30-minute calls (requirements + walkthrough)

• 60-day bug fix support

• One round of revisions within 30 days

Who This Is For

• Individual investors managing multi-asset portfolios

• Family offices needing consolidated market views

• Traders who want pre-market and post-market price alerts

• Anyone who currently spends 30+ minutes daily manually checking prices

Note: This is a service. After purchase, I'll contact you within 24 hours for the requirements call. Delivery timeline: 2-3 weeks depending on complexity.