From stocks and funds to an AI research agent and your notes. Bring evidence and thinking together in one local workspace.
Current product version v1.0.0 · Desktop research workspace
Connect market changes and industry information.
Start with a question worth exploring.
Information is abundant. Clarity takes work.
Connect financial data, AI assistance and your research notes. Spend less time switching tools and more time on the questions that matter.
Explore questions with a conversational research agent, look up stocks and funds, select watchlist items and notes, and prepare briefings and analysis reports.
Explore A-share, Hong Kong and US markets, indices and sectors, alongside equity, mixed, bond, index and QDII funds, ETFs and LOFs.
Review intraday, daily, weekly, monthly, quarterly and yearly charts, then continue through company, capital, financial and news views.
Use sector directories, rankings, breadth, net inflows and a full-screen heatmap to observe changes across industries.
Record hypotheses, evidence and validation steps, supported by local SMA, EMA and RSI calculations.
Look up real instruments to maintain holdings and watchlists, configure supported quote alerts, and connect asset records with research notes.
Open your workspace.
Find your own research rhythm.
App interface · Chinese UI · Sample research materials
From an idea to a structured research note.
Let AI organize information while you keep thinking independently.
Preset demo · No data sent · No live AI calls
From the broader market to your own perspective.
Connect the information, one observation at a time.
Organize company information by industry.
Build your own framework for a changing market.
Synthetic demo · The app supports sector directories and a full-screen heatmap
Bring your holdings and research notes together.
Revisit the reasoning behind your decisions.
Allocation illustration · Synthetic portfolio · Not allocation advice
A consistent research experience across devices.
Choose your workflow. See the download center for platform availability.
Your notes and authorized cached data
stay on your own device.
Choose your model and review your materials.
Review content before each request.
A few straightforward answers about Cloud Strategy Research.
View all questionsCloud Strategy Research is open-source AI investment research software for individual investors. It brings markets and funds, an AI research agent, notes, holdings and watchlists together in a local workspace.
The current product version is v1.0.0, centered on a desktop research workspace. The download center lists Windows, macOS, iOS, Android and HarmonyOS information. Installer availability depends on actual download links; mobile visuals illustrate an experience concept.
Choose your system in the download center, use the actual package link and check its version, requirements and SHA256. Contact Xiaofeng at admin@yunstrat.com for platform and installation questions.
Yes. The download page provides source-code access options and configured official repository links. Contact Xiaofeng for details. Repository licenses govern source usage; third-party data and model services may charge separately.
Find a clearer research perspective. Make room for independent thought.
Windows · macOS · iOS · Android · HarmonyOS
