# Known Use Cases (KUC)

Total: **16**

## `KUC-101`
**Source**: `doc/samples/ACshare.ipynb`

Determine whether A-share or C-share fund classes are more cost-effective based on expected holding period, accounting for different fee structures including sales service fees.

## `KUC-102`
**Source**: `doc/samples/ETFanalysis.ipynb`

Analyze the historical investment performance of E's (且慢 platform) index investment portfolio, including monthly investment frequency, annualized returns, and benchmark comparison.

## `KUC-103`
**Source**: `doc/samples/cbond.ipynb`

Calculate intrinsic value, option value, and total value of convertible bonds using option pricing models, comparing xalpha estimates against third-party (富投) valuations.

## `KUC-104`
**Source**: `doc/samples/changyingcorr.ipynb`

Analyze correlation between different investment varieties in the '长赢指数投资' strategy and compare growth potential of narrow-based industry indices.

## `KUC-105`
**Source**: `doc/samples/enhancefund.ipynb`

Evaluate whether enhanced index funds (增强型基金) actually generate alpha over their benchmarks, measuring excess returns and information ratios.

## `KUC-106`
**Source**: `doc/samples/evaluate.ipynb`

Compare normalized net value trends and correlation coefficients across multiple major indices (SSE 50, CSI 300, CSI 500, ChiNext) to understand their relationships.

## `KUC-107`
**Source**: `doc/samples/gridbacktest.ipynb`

Backtest grid trading strategy parameters (price levels, buy/sell amounts, price ratios) on sector ETFs to find optimal grid configurations.

## `KUC-108`
**Source**: `doc/samples/info.ipynb`

Retrieve fund and index information including price history, dividends, and calculate key metrics like alpha, beta, volatility, Sharpe ratio, and information ratio.

## `KUC-109`
**Source**: `doc/samples/mul.ipynb`

Manage and evaluate investment portfolios containing multiple funds, including position analysis, trade volume visualization, and comprehensive performance metrics.

## `KUC-110`
**Source**: `doc/samples/netvalueestimation.ipynb`

Estimate oil fund net values by calculating weighted positions based on quarterly holdings disclosures and tracking tracking error from benchmark indices.

## `KUC-111`
**Source**: `doc/samples/newparadigm.ipynb`

Fetch real-time and historical data for various asset classes including currencies, commodities, US stocks, A-shares, Hong Kong stocks, and funds using multiple data sources.

## `KUC-112`
**Source**: `doc/samples/oilfund.ipynb`

Compare performance and correlation of multiple oil funds (华宝油气, 广发石油, 华安石油, 南方原油, etc.) to identify best performers and understand oil sector fund dynamics.

## `KUC-113`
**Source**: `doc/samples/policy.ipynb`

Implement various investment policies including buy-and-hold, scheduled dollar-cost averaging, and tuned scheduled investment that adjusts amounts based on market conditions.

## `KUC-114`
**Source**: `doc/samples/schedulestudy.ipynb`

Study the effectiveness of scheduled investment (dollar-cost averaging) strategies on different indices including CSI 500, CSI 500 Low Volatility, and ChiNext during bull markets.

## `KUC-115`
**Source**: `doc/samples/trade.ipynb`

Analyze personal investment performance by reading trade records from CSV files, calculating XIRR returns, visualizing portfolio value changes and trade costs.

## `KUC-116`
**Source**: `doc/samples/virtualtrade.ipynb`

Simulate virtual investment portfolios with multiple funds, analyzing returns, position allocation, category distribution, and underlying stock holdings for institutional tracking.