Compare securities and financial reports
Compare securities [market-prefixed codes] using their snapshots and financial reports for [period and report type]. Keep currencies and reporting dates.
futunn
Futunn AI Employee
Leina connects to Futunn to help you compare securities and review account holdings. Ask in your team chat. Leina does the work and brings back the result.
Connect Futunn, choose what to share, and hand off your first task.
Leina + Futunn Example Result
You
Review authorized account [account] in HKD. Summarize cash and positions, and flag any unavailable cost information.
Leina
I summarized the account and kept the position details separate from the cash balance. One holding has no valid cost figure.
Futunn · Funds and holdings
Account review
Balances and holdings with a data gap called out.
- Cash balance
- HKD 12,000 in the selected display currency.
- Holding to review
- One position’s cost is unavailable; its gain is not inferred.
What Is a Futunn AI Agent?
A Futunn AI agent can compare financial reports or summarize the balances and positions in an account you authorize.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Futunn
Futunn provides market research, securities data, and authorized account information.
-
Select the account
Choose an authorized account and display currency.
-
Read balances and holdings
Retrieve available cash and position details.
-
Review the overview
Keep currencies and missing information visible.
What to Ask Leina to Do with Futunn
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Summarize an authorized account
Find my authorized accounts and review account [account] in [display currency]. Summarize balances and holdings without placing trades.
futunn
Your next Futunn task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
-
Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
-
Try a Task
Share the source material, say where the result belongs, and describe what you need.
-
Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Futunn
Hand off these everyday tasks to your AI employee.
Search News
Search news, announcements and research reports by keyword.
Search Community
Search community discussions, topics and live streams by keyword.
Get Security Info
Get basic security information, including listing date and lot size.
Get Market State
Get trading-session states for a batch of securities.
Screen Stocks
Screen securities with combined market, financial and technical conditions.
Get Financial Statements
Get financial statements or key metrics by reporting period.
Get Revenue Breakdown
Get revenue composition by product, industry, region or business.
Get Operational Efficiency
Get historical employee counts and per-employee financial metrics.
Get Valuation
Get PE, PB or PS valuation history and market or sector comparisons.
Get Capital Flow
Get intraday capital flow by order size and trading session.
Get Capital Flow History
Get daily, weekly or monthly capital flows; move end earlier to retrieve preceding data.
Get Capital Distribution
Get current-day capital inflow and outflow distribution by order size.
List Open Orders
List recent orders, including pending orders and orders filled or cancelled in the last 24 hours.
List History Orders
List historical orders filtered by creation time in microseconds.
List Today Deals
List today's execution fills for a trading account.
List History Deals
List historical execution fills filtered by update time in microseconds.
Get Order Details
Get details of fewer than 50 orders from the same exchange.
Get Market Snapshot
Get real-time market snapshots and valuation metrics for up to 400 securities.
Get History Kline
Get a page of historical candlesticks, retaining the next-page timestamp and volume precision.
List Trading Days
List trading days for a market within an inclusive date range.
List Accounts
List trading accounts authorized by the connected user.
Get Account Funds
Get account assets, cash, buying power and margin balances in the requested currency.
List Positions
List account positions, optionally filtered by security code and profit/loss ratio.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I summarized the account and kept the position details separate from the cash balance. One holding has no valid cost figure.
Account review
Futunn + Leina: Your Questions, Answered
Why can I see quotes but not my holdings?
Account information needs a separate optional permission. Authorize account access to read balances and holdings.
Does an account summary place trades?
No. These research and account-reading tasks do not place orders.
Make Leina Your Futunn AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Futunn, choose what to share, and hand off your first task.