E Fund Management has recently completed a full upgrade of its knowledge channel on Tencent's ima platform, officially launching a "5 Fund Research Skills × 3 Knowledge Base Zones" package.
This marks the first professional-grade "Skill + Knowledge Base" solution introduced by a fund company on the ima platform. The initiative aims to establish a complete chain from "discovering opportunities" to "making judgment decisions," providing investors with efficient support covering core decision-making scenarios.
The feature upgrade builds an intelligent service system around the entire investment cycle, including fund understanding, in-depth research, and position tracking. The knowledge base zones cover diverse content such as market opportunity updates, fund product research, portfolio dynamic support, and index investing. These zones are updated in real-time with market analyses, research viewpoints, and industry topics, forming a systematic investment knowledge matrix.
Complementing the knowledge base, five AI Skills are now available. These enable smart functions including organizing investor education content, conducting deep fund analysis, extracting key information from quarterly reports, and enabling one-click queries for on-exchange and off-exchange index fund data. This effectively integrates fragmented investment information, meeting investors' core needs for efficient data retrieval and professional analysis.
The five AI Skills each have distinct focuses, empowering the entire investment process comprehensively.
Investor Education Knowledge Navigator Skill organizes scattered educational articles into a systematic learning resource around various investment themes, helping investors upgrade from acquiring information to building knowledge.
Easy-to-Understand Fund Skill assists investors in gaining a deeper understanding of fund characteristics, interpretation methods, and related information.
Quarterly Report Guide Skill quickly extracts core holdings and operational strategies from a fund's latest quarterly report, helping investors lock in key information faster.
For index investment enthusiasts, the platform simultaneously launches the ETF Information Query Skill and the Off-Exchange Index Fund Information Query Skill. These break down barriers between on-exchange and off-exchange data queries, providing comprehensive index research data services.
Currently, investors only need to subscribe to the E Fund Management ima knowledge base and install the corresponding AI Skills to experience the complete set of intelligent investment research services. Among them, the index-specific data query skill can be configured for free through the "Index Express" mini-program in just three steps, offering convenience and practicality.
From understanding a direction and getting to know a fund, to tracking quarterly report changes and comparing index fund information, E Fund Management integrates the knowledge base zone content and matches it with five AI Skills. The goal is to leverage digital tools to help shorten the distance between "acquiring information" and "making independent judgments" for investors.
Looking ahead, E Fund Management will continue to explore, aiming to provide investors with more efficient, professional, and convenient one-stop investment support services.
(This article only introduces product functions and usage methods. The related content and query results are for learning and reference purposes only and do not constitute any investment advice.)
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