ZFundPilot

Lazy cat OIDC login has been integrated. ##Functional characteristics - Trading flow management: Support single entry of buy, sell, fixed investment, add position, reduce position, and redeem, and save it according to fund code, date, amount, share, net value, channel and remarks. - CSV batch import and export: Support downloading transaction flow templates, uploading CSV parsing previews, adding import or re-import after clearing, and support Chinese headers. - Multi-channel position analysis: Alipay, Licaitong, Tiantian Fund, banks, brokerages and other channels can be recorded separately, and the cost of the same fund is calculated independently from different channels. - Automatic position summary: Use the moving weighted average cost method to summarize positions according to "fund + channel", and carry forward the realized gains when selling. - Fund net value update: Use AkShare first, and use the Tiantian Fund interface to cover the situation. After entering the fund code, you can automatically obtain the name, type, sector and historical net value. - Income and risk analysis: Display floating profits and losses, realized profits and losses, combined income curve, maximum retracement, annualized volatility, concentration, structural proportion and risk warnings. - Rebalancing suggestions: Adjustment suggestions are generated based on the portfolio structure and risk thresholds; suggestions are only used for risk management reference and do not constitute investment suggestions. - AI Investment Dialogue: After configuring OpenAI-compatible APIs on the settings page, analytical answers can be generated based on position data, risk indicators and online search results.