Opptrix — AI-driven global multi-market investment research workspace | Open-source LLM research assistant for China A-shares. 170+ MCP tools, factor screening, backtesting, watchlists, and Electron desktop. TypeScript · React · Fastify monorepo.
A relative-value workflow that compares the price difference or ratio between two or more assets. It can describe whether that relationship has moved away from its past range, without claiming a formal cointegration test.
A portfolio analysis that estimates how much each holding contributed to the portfolio’s gain or loss. Performance attribution means breaking an overall result into its component contributions.
A review workflow for a portfolio or watchlist that summarizes holdings, concentration, profit and loss, and risk structure. A portfolio is a group of investments; a watchlist is a saved list of assets being monitored.
A trend-analysis method that uses MACD, a price-based indicator, to divide market data into rising and falling sections and measure price efficiency within each section.
A research workflow for studying privately held companies, such as startups and so-called unicorns, when they do not publish the same financial information as listed companies.
A stock factor that measures price volatility left over after removing the part explained by the overall market. This leftover movement is called idiosyncratic, or asset-specific, volatility.
A timing signal based on the relationship between an asset’s daily high and low prices. It calculates rolling correlation, beta, and standardized scores before mapping the result to an upward or downward state.
A stock-selection method that ranks shares by momentum after subtracting a penalty for volatility, with an optional filter for financial quality such as return on equity and debt.
A rule-based quality screen for filtering groups of companies using seven financial health checks. Passing the screen means a company was not excluded by those checks; it does not mean the company is automatically a good investment.
A portfolio rebalancing workflow that compares current holdings with target percentages supplied by the user. Rebalancing means bringing investments back toward those chosen weights.
A momentum-analysis workflow that combines returns from several time periods and reduces the score when price movement is more volatile. It can skip the most recent period when calculating the signal.
A strategy-testing workflow that changes selected parameters around a baseline and compares the results. This checks whether a strategy still behaves similarly when its settings are slightly different.
A market-signal workflow that compares a day's upward price movement with its downward movement and smooths the difference over time. It can optionally weight the result by relative strength across assets.
A market-timing workflow based on the relationship between daily high and low prices. It calculates a support-and-resistance strength score, then compares that score with its recent average and variation to label signal states.
A historical strategy-testing workflow that applies trading rules to past market data and reports the results. It separates measured results from assumptions and explains risks such as overfitting, where rules are tuned too closely to old data.
A workflow for listing, creating, enabling, updating, or disabling scheduled tasks. Scheduled tasks run an action at a chosen time or interval instead of only when someone starts it manually.
A workflow for reading the terms of a company fundraising announcement, such as a share issue, rights offering, or convertible bond. It extracts details including size, pricing method, lock-up period, and intended use of the money.
A shareholder-structure analysis workflow that reviews a company's major shareholders, ownership concentration, and institutional holdings. Institutional holdings are investments reported by organisations such as funds or other professional investors.
A tool that creates signal sequences from the Alligator indicator, Awesome Oscillator, and fractals. These are technical-analysis measures used to study price trends and momentum.
A signal tool based on HHT and EMD, methods for breaking a time series into simpler oscillating components and examining their timing. Without the required decomposition data, it uses phase and envelope estimates as a marked proxy.
A daily market-signal tool that identifies a noise area, meaning a range where buying and selling pressure appears balanced. It needs minute-level price and volume bars unless daily-data fallback is enabled.
A tool that creates VMACDMTM signal sequences from volume-based MACD momentum. MACD is a technical indicator that compares moving averages to study momentum.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: