Want to systematically learn about investment and financial planning, build your own investment framework, or even plan for financial independence?

GitHub isn’t just for code—it also hosts many high-quality financial knowledge bases. Here are 7 repositories worth bookmarking:

ExploreFinance
A comprehensive Chinese-language financial knowledge base covering macroeconomics, financial statements, company valuation, ETFs, industry research, and investment frameworks.
https://github.com/hiboys/ExploreFinance…

Awesome Financial Freedom
A FIRE (Financial Independence, Retire Early) planning system for Chinese users, including tools for emergency funds, savings rates, dollar-cost averaging, asset allocation, and financial independence calculations.
https://github.com/Adashuai5/awesome-financial-freedom…

轻松学理财 (Easy Financial Learning)
Beginner-friendly resources starting from inflation and bank deposits, moving into fund classification, index valuation, dollar-cost averaging strategies, and asset allocation.
https://github.com/zhangxiangliang/personal-financial-planning…

KM Personal Finance
A personal finance resource center covering book lists, insurance, funds, investment psychology, value investing, and related study reports.
https://github.com/gezhongran/KM-Personal-Finance…

Awesome Investing
Curated investment courses, videos, books, stock-picking tools, company research platforms, and investor portfolio sites—with a focus on US stocks and value investing.
https://github.com/romainsimon/awesome-investing…

Finance Masters
An open-source financial curriculum covering company valuation, fixed income, derivatives, wealth management, fintech, and Python/R programming.
https://github.com/hendrirach/financemasters…

mr-karan/awesome-investing
A large investment resource list featuring classic books, financial blogs, courses, tools, and podcasts. Although now archived, the content remains valuable.
https://github.com/mr-karan/awesome-investing…

There are no shortcuts in investing. Building a knowledge base first, then practicing with small funds while reviewing your decisions, is far more important than blindly following others’ trades.

The above content is solely for sharing open-source projects and learning materials and does not constitute investment advice.

Investing involves risks. Please make independent judgments and take responsibility for your own decisions.

hiboys/ExploreFinance

Source: https://github.com/hiboys/ExploreFinance

Explore Finance Project

ExploreFinance is a knowledge-sharing project born from a securities professional with a computer science background, driven by the aspiration to “build a solid foundation, stay grounded in the industry, and invest in the future.” It represents an amateur exploration of the financial field, incorporating AI-driven ETF investment practices. Continuously updated.

Through our careers, we first achieve financial independence from our families. The next step may be using investments to reduce our economic dependence on work.

[!NOTE] Introduction
The joy of investing lies in exploring widely and maintaining curiosity about the world—something other jobs cannot offer.

🧱 Architecture

1. Solid Foundation: Includes investment theory, economics, and other disciplines.
2. Industry Grounding: Learning industry laws, regulations, and monitoring oversight.
3. Future Focus: Developing skills in macro data analysis, fundamental analysis, technical analysis, financial statement analysis, and fund investing to build investment philosophies and frameworks.

The 2025 Nobel Prize in Economic Sciences’ theme on “innovation-driven growth” offers a personal insight: investing in future skills is more important than protecting outdated roles.

Investment capability encompasses market timing, stock selection, and sector selection, with difficulty decreasing from the first to the last. Beginners can start with sector selection, using it as a goal to improve. You can also leverage structured investment knowledge systems (observation and trading systems) and investment principles from “Youzhiyouxing,” expanding appropriately on your own.

🚀 Getting Started

Below are some investment books that have been explored, most available on WeChat Read. Some are relatively professional and difficult; during reading, you can use WeChat Read’s AI to summarize key points and concepts of each chapter to ease comprehension.

The online free data resources mentioned can be saved in browser bookmark folders for easy one-click access to all links within.

Financial Investment

• Building an Investment System (Article Collection) (https://xueqiu.com/8789404130/288809521)
• Investment Lesson 1 - Meng Yan - WeChat Read (https://weread.qq.com/web/reader/89b322f0813aba568g0116d0)
• The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness - Morgan Housel - WeChat Read (https://weread.qq.com/web/reader/6ab326d0813ab7f97g014662)
• Investing Has Patterns: Starting from Business Models (2nd Ed.) - Xiao Zhigang - WeChat Read (https://weread.qq.com/web/reader/43032200813ab78aeg014b1e)
• Investing Made Simple: Building a Value Investing System from First Principles - Jingyi Investment - WeChat Read (https://weread.qq.com/web/reader/c0632ff071db38e8c06c716)
• Penetrating Valuation: Understanding Consensus and Games in Valuation - Zou Peixuan - WeChat Read (https://weread.qq.com/web/reader/56732180812ab91e1g01942f)
• Strategic Investment: From Methodology to Evolution - Dai Kang, Zheng Kai, Wei Jixing, Ni Geng, etc. - WeChat Read (https://weread.qq.com/web/reader/3a332100813ab8291g01835e)
• Zhang Xinmin Teaches You to Read Financial Reports - Zhang Xinmin - WeChat Read (https://weread.qq.com/web/reader/a6932010813ab789bg0155e6)
• Civilization, Modernization, Value Investing and China - Li Lu - WeChat Read (https://weread.qq.com/web/reader/6f5323f071bd7f7b6f521e8jj)
• Value Investing in Five Steps - Zhang Lei, Qiu Guolu, Deng Xiaofeng, Zhuo Liwei, Sun Qingrui, Feng Liu, Carol Loomis, Li Jie - WeChat Read (https://weread.qq.com/web/reader/c0332a50721a4eefc03c35c)
• The Fog of Omaha (Collector’s Edition) - Ren Junjie, Zhu Xiaoyun - WeChat Read (https://weread.qq.com/web/reader/26d321007192ea8626d5ab5)

Decision-Making Process

• Decision-Making: A Pocket Book for Everyone - Wang Jialing - WeChat Read (https://weread.qq.com/web/reader/e9032720813ab81c0g012a77)
• Unlocking Your Mind - Li Ruiqiu - WeChat Read (https://weread.qq.com/web/reader/d13322c072b449f7d13b204)
• Cultural Animals: Human Nature, Meaning, and Social Life - Roy F. Baumeister - WeChat Read (https://weread.qq.com/web/reader/553323d07263e27b553f730)
• How to Find What You Want to Do - Renping Yagi - WeChat Read (https://weread.qq.com/web/reader/71a32fb0813ab8de8g019cc9)

Research Reports

• Huibo Investment Research News (https://www.hibor.com.cn/)
• Shuidi Research Reports - Chart Search (https://www.sdyanbao.com/chart)
• Huibo Intelligent Strategy Terminal (https://www.hibor.com.cn/soft/download.html)
• Research as an Art - Wayne Booth, Gregory G. Colomb, Joseph M. Williams - WeChat Read (https://weread.qq.com/web/reader/db432e10813ab6c3fg015221)
• Underlying Logic 2: Understanding the Essence of Business - Liu Run - WeChat Read (https://weread.qq.com/web/reader/0b0322e0813ab7435g0197d8)
• Investment Due Diligence: Investment Logic, Methods, and Case Studies - Qi Wei - WeChat Read (https://weread.qq.com/web/reader/47d328d0813ab6e43g01891b)
• How to Read Research Reports.pdf (https://sysbg.hibor.com.cn/pdf/%E5%A6%82%E4%BD%95%E9%98%85%E8%AF%BB%E7%A0%94%E7%A9%B6%E6%8A%A5%E5%91%8A.pdf)

Macroeconomics

• Between Land and People: Urban-Rural Land Reform under China’s Growth Model - Tao Ran - WeChat Read (https://weread.qq.com/web/reader/4a1322e0813ab7f4ag010fb7)
• Within the System: The Chinese Government and Economic Development - Lan Xiaohuan - WeChat Read (https://weread.qq.com/web/reader/2a332d10726332f72a34943)
• The Pursued Economy - Richard Koo - WeChat Read (https://weread.qq.com/web/reader/7ac32f60813ab87d3g015c97)
• The Logic of Economic Operation (CF40 Series) - Gao Shanwen - WeChat Read (https://weread.qq.com/web/reader/2dd321205c520b2dd1acb86)
• Interpreting China’s Economy - Lin Yifu - WeChat Read (https://weread.qq.com/web/reader/62a326b059f06862a5201ac)
• Unequal China’s Economy - Li Yining - WeChat Read (https://weread.qq.com/web/reader/f9b32780813ab7203g0172d6)
• Financial Research – Shanghai University of Finance and Economics Journal (https://qks.sufe.edu.cn/J/CJYJ.html/CN)
• Audiobook: An Outline for Studying Xi Jinping Economic Thought (https://www.12371.cn/special/jjsxgy/)

Industry Analysis

• How to Quickly Understand an Industry - Xiao Jing - WeChat Read (https://weread.qq.com/web/reader/4a1321f0813aba52eg011a0a)
• Macro Investing: Industry Alpha and Stock Selection Strategies in A-shares - Li Meicen, Wang Yiyi, Zhang Risheng, Wang Yuan - WeChat Read (https://weread.qq.com/web/reader/8ea32590813ab8e14g016c13)
• Industry Comparison Framework: Grasping Position Sense (https://mp.weixin.qq.com/s?__biz=MzAxNjAwNTMwNQ==&mid=2652384917&idx=1&sn=d3a7de104f3d6c9920cc2d5961d1b1d3&chksm=8182d4c46c94e052583bb86c6a82a14070fe3404b0288ac0f6bf9b239cec4752bda24f01bcb6&scene=90&xtrack=1&sessionid=1756455045&subscene=93&clicktime=1756455128&enterid=1756455128&flutter_pos=5&biz_enter_id=4&ranksessionid=1756455051&jumppath=1001_1756455043263%2C1104_1756455046123%2C20020_1756455051058%2C1104_1756455114123&jumppathdepth=4&ascene=56&devicetype=iOS18.6.1&version=18003e34&nettype=3G+&abtest_cookie=AAACAA%3D%3D&lang=zh_CN&countrycode=CN&fontScale=100&exportkey=n_ChQIAhIQVfmeuKIqsKZifWZTFD455RLYAQIE97dBBAEAAAAAAJqVD5x8cSQAAAAOpnltbLcz9gKNyK89dVj0ltlQo1l9BUdl0b9q2P1I3fV%2FkX7GBFxe33bZgQaKrWsciI29mpFR6rTvx8FKxtBfGNJFlvRXIt8qcJWR4ahPMAaDO1JK%2B6dK5T7UDJmQMSL0O5BPEFuQ0vRtBuDW0%2BsEacGzdtABdyo3K00QHscsvss2W%2FXmrG8zSd763Pzc1XiVzMrJjGUqWhAhQMeUkMQiCBv05Zp5BHY43%2F8erDYoh45inZiSUj%2BnW7J7dnCfHn9avQ%3D%3D&pass_ticket=tzI99pzn8kMAy1USkh8Yg31Tuok2EW8viFc9Fb%2FCHM7CwM7GnjD8k4emu25WQp%2Fz&wx_header=3)
• Industry Full Reports (https://web.tinysoft.com.cn/website/index.tsl?PageID=52409)
• Shenwan | Congestion | Industry - Lixinger (https://www.lixinger.com/analytics/industry/dashboard/congestion/sw)
• Shenwan 2021 | Trading Heat | Industry - Lixinger (https://www.lixinger.com/analytics/industry/dashboard/trading-heat/sw-2021)
• Industry Economic Data - Luobo Investment Research (https://robo.datayes.com/v2/landing/industrygrp)
• Stock Market Industry Analysis - Luobo Investment Research (https://robo.datayes.com/v2/industry)
• Daily Average Price Increase Statistics by Sector in Shanghai & Shenzhen Stock Markets (https://quote.cfi.cn/data_ndkA0A1934A1935A35.html#A0A1934A1935)
• Market Statistics - Listed Company Industry Prosperity Ranking - CFI Data Engine (https://quote.cfi.cn/data_ndkA0A1934A1935A61.html#A0A1934A1935)
• Industry Chart Data - Market Capacity, Supply Chain, Competitive Landscape, Technological Change, Business Model - Hanghangcha (https://www.hanghangcha.com/industry)

Technical Analysis

• Trader’s Notes: Practical Explanation of Intraday Chart Trading - Chen Peishu - WeChat Read (https://weread.qq.com/web/reader/b8532880717d2e6db854489)
• Oscillator MACD: Practical Guide to Swing Trading (Upgraded) - Ling Bo - WeChat Read (https://weread.qq.com/web/reader/9ab3240059cb479abb2f6b7)
• Stochastic Indicator KDJ: Practical Guide to Swing Trading - Ling Bo - WeChat Read (https://weread.qq.com/web/reader/86e32300718e765e86eb1d5)
• Trading to “Simplicity”: Trading Mindset Training & Practical Insights - Jian Fang - WeChat Read (https://weread.qq.com/web/reader/44f32fc0813ab844ag01741f)
• Trading for a Living (2nd Ed.) - Alexander Elder - WeChat Read (https://weread.qq.com/web/reader/8fa32a205dde488fa6bc2a6)

Observation System

Market

• Market Breadth (A-shares) _ Shenwan Level 1 (https://legulegu.com/stockdata/sw-market-width)
• Market Overview (https://web.tinysoft.com.cn/website/index.tsl?PageID=48672)
• A-share Style Factors (https://web.tinysoft.com.cn/website/index.tsl?PageID=52751)
• Historical Statistics of Stocks Trading Below Net Assets - Legu Lugu (https://legulegu.com/stockdata/below-net-asset-statistics?marketId=1)
• A-share Historical Full Market Statistics - Jisilu (https://www.jisilu.cn/data/idx_performance/stat/)
• Historical Trading Volume Curves for Shanghai & Shenzhen Stock Markets - Turtle Investment (http://www.haiguitouzi.com/data_chart/amount.html)

Valuation

• Index Valuation - Jiuquaner (https://funddb.cn/site/index)
• Stock-Bond Relative Value - Jiuquaner (https://funddb.cn/site/fed)
• Index Valuation - ETF.run (https://www.etf.run/)
• Historical Bond Market Temperature - Youzhiyouxing (https://youzhiyouxing.cn/data/macro)

Sentiment

• Fear & Greed Index - Jiuquaner (https://funddb.cn/tool/fear)
• Daily Median Market Turnover Rate Statistics (https://quote.cfi.cn/data_ndkA0A1934A1935A137.html#A0A1934A1935)
• Market Congestion Indicator - Trading Volume of Top 5% Stocks as % of All A-shares - Legu Lugu (https://legulegu.com/stockdata/ashares-congestion)

Capital

• Shanghai & Shenzhen Margin Financing Balance / Free Float Market Value Trend Chart (http://value500.com/rzrj2.html)
• Market Capital Flow Overview (Shanghai & Shenzhen) - Data Center - East Money (https://data.eastmoney.com/zjlx/dpzjlx.html)
• Shanghai-Hong Kong Stock Connect - Southbound Capital Historical Net Buy - Monthly - Tonghuashun Data (https://data.10jqka.com.cn/hgt/hgtb/)
• Fund Heavy Holdings (>5%) - Latest Heavy Holdings - CFI Data Engine (https://quote.cfi.cn/data_ndkA0A1934A1939A5816A5817.html)
• Deposit Interest Rates Table (https://bank.cngold.org/yhckll/)

Indices

• Shenwan Indices (https://www.swsresearch.com/institute_sw/allIndex/releasedIndex)
• Wind Indices (https://www.windindices.com/indices/zh/WindIndex)
• Wind Recommended Indices (https://www.windindices.com/indices/zh/)
• Index Price Change Statistics - Jisilu (https://www.jisilu.cn/data/idx_performance/#idx)
• CSI 300 Index Swing Analysis - Legu Lugu (https://legulegu.com/stockdata/market-analysis-hs300)

Funds

• ETF Full Reports (https://web.tinysoft.com.cn/website/index.tsl?PageID=54667)
• Fund Rankings - Tiantian Fund (https://fund.eastmoney.com/data/fundranking.html)
• Fund CT (https://youzhiyouxing.cn/x/ct)

Macro

• China Economic Indicator List - Latest Release - Jujin Data (https://www.jujindata.com/country/china/overview)

News & Reports

• Cailianshe A-share 24-Hour Flash - Company Dynamics - Daily Market Reports (https://www.cls.cn/telegraph)
• Caixin (https://www.caixin.com/)
• Securities Market Weekly - Securities Professional Media (https://www.weeklyonstock.com/)

💡 F.A.Q

The financial system is complex and easy to get lost in. The exploration process requires strategy. You can adopt methods that simplify complexity, use top-down and bottom-up approaches, and combine fundamental and technical analysis.

During learning, be good at drawing on rules summarized by others. Reading research reports is essential for this. Personally, I subscribe to reports via the Huibo mobile app. I regularly browse subscriptions and import interesting reports into Tencent Docs. With the help of an AI document assistant for deep reading, I generate mind maps and build a knowledge base.

For practical research, you can leverage the deep research capabilities of AI large models to conduct in-depth analysis of mutual funds, indices, or industries.

In the stock market, “position sense” is crucial. Without it, you cannot grasp direction. Many analysts’ daily work is to analyze the current position of their research subject, what factors will cause its position to change, and where it will be in the future.

You cannot always follow others’ research reports, articles, or AI. Possessing the necessary analytical and judgment abilities is key to surviving in the investment journey.

Simplify Complexity

By reading books by industry veterans and analysts—such as Dai Kang’s “Strategic Investment: From Methodology to Evolution” which explains the DDM model—you can gain an in-depth understanding of key variables affecting market security prices and establish a basic framework. There are also methodology articles: Yan Xiang: A Brief Analysis of Three Value Investing Methods (https://mp.weixin.qq.com/s?__biz=MzU0MjAwOTA2MQ==&mid=2247522979&idx=1&sn=08eab40add1230434922c156eb8952c6&chksm=fa7ec44cfad27424d177bbe270ba376c3ce44d8da6663e23884fe67c99467b2e065ae7cacfde#rd), Yan Xiang: Strategy Framework - Sector Rotation (https://mp.weixin.qq.com/s/FWGUHkHoZWldp1vdffg-7g)

Top-Down Approach

With a basic understanding of market prices and knowledge that macro supply and demand affect prices, you can gradually learn about high-frequency macro data that analysts focus on, such as total social financing and PMI. For specifics, refer to “Introduction to China’s Macro Data Analysis.pdf” and Jie Yunliang’s macro analysis methodology. Subscribe to public accounts of securities analysts like “Guo Lei Macro Tea House,” “Pursuing the Value Road,” and “SWS Research Macro.” Group them for reading in WeChat Read, observe actual economic trends, and develop a sense for data.

Bottom-Up Approach

You either earn from valuation or from performance. For enterprises to succeed long-term, it still depends on performance, so focusing on fundamental analysis is essential. Thus, some necessary financial statement analysis knowledge is required. WeChat Read has many good introductory books on financial statement analysis, such as “Zhang Xinmin Teaches You to Read Financial Reports (https://weread.qq.com/web/reader/a6932010813ab789bg0155e6),” “Seeing Financial Reports from Cash Flow,” and “Understanding Enterprises Through Financial Reports.”

Technical Analysis

Sell-side analyses at brokerages are mostly fundamental, geared toward long-term investment. Actual trading requires understanding technical analysis, judging long/short positions, identifying entry and exit points, and establishing a rational trading system. You can refer to Ling Bo’s “Oscillator MACD” and “Stochastic Indicator KDJ.”

Product Screening

The go-goal terminal from Chaoyang Yongxu offers good mutual fund and ETF screening functions and is free to use.

🛠️ Tool

• Huibo Investment Research News (https://www.hibor.com.cn/)
• Tdx Financial Terminal (https://www.tdx.com.cn/soft.html)
• Turtle Quant - Valuation Data for Stocks, Indices, Industries, and Funds (https://wglh.com/)
• Zhiliaocaibao - Specializing in A-share Financial Analysis (https://www.zhiliaocaibao.com/)
• Legu Lugu (https://legulegu.com/)
• [[Choice Financial Terminal]]
• Chaoyang Yongxu - Making Data More Valuable (https://www.go-goal.com/product/gogoal)
• Enterprise Warning Master, Precise Warning · Professional & Fast (https://www.qyyjt.cn/)
• Tdx Data Center (https://www.tdx.com.cn/data_center.html)
• Data Center - East Money (https://data.eastmoney.com/center/)
• TRAE - The Real AI Engineer - Data Analysis (https://www.trae.cn/)
• Feishu Multi-Dimensional Table - Data Analysis (https://docs.feishu.cn/welcome)
• Obsidian
• WeChat Read
• Tencent Docs (https://docs.qq.com/)
• Get Notes (https://www.biji.com/note)
• Metaso AI Search (https://metaso.cn/)
• Qwen - Latest Model Experience - Tongyi Qianwen (https://www.tongyi.com/qianwen)
• AI Xiaoer (https://aixiaoer.go-goal.cn/chat/entry/etf)
• Sogou WeChat Search (https://weixin.sogou.com/)
• Nano AI (https://www.n.cn/)
• Deep Data (https://web.tinysoft.com.cn/website/index.tsl?PageID=52173)
• Tonghuashun Wencai (https://www.iwencai.com/unifiedwap/home/index)
• Conditional Stock Selection (https://xuangu.eastmoney.com/)
• Cailianshe Investment Calendar (https://www.cls.cn/investKalendar)
• Financial Calendar - Jin10 Data (https://rili.jin10.com/)
• Review - Stocks - Tonghuashun Finance (https://stock.10jqka.com.cn/fupan/)
• Open-Source Financial Data API Library AKShare (https://akshare.akfamily.xyz/index.html)
• CEI Data - Focused on China’s Macroeconomic Statistics for 30 Years (https://ceidata.cei.cn/)
• Miaoxiang Financial Data Skill (https://ai.eastmoney.com/skills)