产品功能
Zhang Le Fortune Pass is committed to becoming an outstanding wealth management expert. Zhang Le Fortune Pass continuously launches new versions, bringing together professional investment advisors from Huatai Securities. Combining online and offline services, it provides investors with wealth planning and asset allocation services, making wealth management accessible and allowing investors to enjoy professional financial services anytime, anywhere without leaving home.
【Honors】
1) 2022 China Securities Industry Jun Ding Awards Series:
“Zhang Le Fortune Pass” won the “2022 China Securities Industry Wealth Service Brand Jun Ding Award”
2) 2022 Sina Finance Seventh Annual Broker APP Ranking:
“Zhang Le Fortune Pass” won the “Top Ten APPs of the Year”
“Best Function Innovation APP”
“Most Popular APP among Users”
3) 2022 China Fund Journal China Securities Broker Wealth Management Elite Awards:
“Zhang Le Fortune Pass” won the “Outstanding Broker APP”
【Feature Services】
1. Happy Selection of Golden Stocks - Quantitative strategies + investment advisor selection of high-quality companies within the industry, providing a relatively stable and easy-to-use alternative stock pool system from a professional perspective, helping investors discover stocks with investment value.
2. BS Points for Individual Stocks - Automatically integrate buying and selling points, visualize K-line analysis operations, intuitively display, and analyze each transaction, making investment review more efficient.
3. ETF Trading Zone - More comprehensive and detailed core data for exchange-traded funds, streamline the ETF market structure, and create a more convenient exchange-traded fund trading platform.
4. Intelligent Conditional Orders - Rich conditional order models and strategies, one-click setting of automatic entrustment, support for automatic subscription of new shares by appointment, setting automatic selling after the opening board is broken, and grid trading for swing operations.
5. Fund Investment Advisor Service - Relying on an independently developed fintech system, create a star fund investment advisor platform integrating star strategies and star services: Zhang Le Carefree Investment.
6. Intelligent Regular Investment - New “fancy” ways of regular investment, support multiple choices of reference indexes, target profit-taking function, providing more scientific assistance for strictly following investment disciplines.
7. Fund Comparison - Support one-click comparison of 10 dimensions such as the income performance, investment portfolio, and risk data of multiple funds, improving your fund screening efficiency.
8. Investment Personality Test - Help you understand your own investment personality and investment behavior characteristics, making you more proficient on the investment path.
9. Financial Management Bill - Update fund income daily, know your position profit and loss early. The monthly financial management bill evaluates your ability to select funds and time the market from multiple dimensions, making your asset allocation more worry-free.
【Contact Information】
During the use of the APP, if you have any suggestions or encounter any problems, you can contact us:
1. Open Zhang Le Fortune Pass and click “Online Customer Service”
2. Call the service hotline: 95597
*Investment involves risks. Enter the market with caution