Basic Fund Data
Basic Fund Data
Documentation
API Overview
This API provides basic fund manager data query services based on fund codes. By entering the unique code of the target fund, the system will return detailed profiles of the fund's current or past managers, including structured data such as name, gender, highest education level, professional background, start date of tenure, and current employment status.
Use Cases
- Financial Terminal Display: Display details of the fund product's management team in wealth management apps or websites.
- Investment Research Data Analysis: Quantitatively analyze fund managers' years of experience, educational background distribution, and performance correlation.
- Compliance and Risk Control Review: Quickly verify the identity background of fund managers and the validity of their current tenure.
Request and Response Details
- Request Method: POST
- Core Parameters:
fundCode(string, required), the 6-digit code of the target fund. - Response Result: JSON array, containing manager objects. Key fields include
name(name),educationLevel(education level),background(background description),gmtCreate(tenure timestamp),incumbent(is currently employed), etc.
Integration Suggestions
- Caching Strategy: Fund manager changes are infrequent; it is recommended to cache the results locally (e.g., 24 hours) to reduce API call costs and improve response speed.
- Data Parsing: Note that
gmtCreateandgmtModifiedare millisecond-level timestamps; they need to be converted to a standard date format for frontend display. - Status Determination: Be sure to check the
incumbentfield to distinguish between current and former managers, avoiding incorrect labeling of management status in product displays.
Integration Examples
Includes ready-to-use Shell, Python, Go, Java, and PHP examples for direct integration.
Request Example
{
"fundCode": "基金代码"
}Response Example
[
{
"birthday": "",
"gmtModified": 1722464822000,
"gender": "1",
"educationLevel": "硕士",
"background": " 张璐,男,中国籍,10年证券从业经历,上海交通大学硕士研究生XXXXXXX",
"name": "张璐",
"managerId": "101014393",
"gmtCreate": 1564740005000,
"incumbent": false
}
]Request Fields
The fields below are derived from example JSON for integration reference only.
| Path | Type | Sample |
|---|---|---|
| type | string | object |
| properties | object | {...} |
| properties.fundCode | object | {...} |
| properties.fundCode.type | string | string |
| properties.fundCode.description | string | 基金代码 |
| required | array | "fundCode" |
| required[] | string | fundCode |
Response Fields
The fields below are derived from example JSON for integration reference only.
| Path | Type | Sample |
|---|---|---|
| type | string | array |
| items | object | {...} |
| items.type | string | object |
| items.properties | object | {...} |
| example | array | {"birthday":"","gmtModified":1722464822000,"gender":"1","educationLevel":"硕士","background":" 张璐,男,中国籍,10年证券从业经历,上海交通大学硕士研究生XXXXXXX","name":"张璐","managerId":"101014393","gmtCreate":1564740005000,"incumbent":false} |
| example[] | object | {...} |
| example[].birthday |