v1.0.0 Software testing phase
Record date
This is an ongoing v1.0.0 Software testing phase record, checked against current functionality through 2026-10-27. The record date is not an installer release date or a statement that every data source and cloud service has launched.
Stock and fund research
- A-share, Hong Kong and US entries retain their sources, trading dates and coverage states. Breadth separates gains, losses, unchanged and unconfirmed records; leaders use valid same-date records. Missing fields are not zero-filled.
- US desktop Local mode defaults to industries with a sector-level option. Directories and constituents share the Nasdaq classification. Missing same-identity industry-index histories, flows or turnover are not replaced with ETF or individual-stock series.
- A-share on-exchange ETFs support directories, search, details and watchlists with per-unit prices and volumes. Off-exchange ETF feeder funds use disclosed NAV and NAV dates, not exchange-traded prices.
- Fund categories include equity, mixed, bond, index, ETF feeder funds, QDII and FOF. Selecting a fund in Market & Research opens NAV trends and historical NAV. The 1-, 3- and 6-month, 1- and 3-year and since-inception ranges show acquired records, not a promise of complete history.
- Source-supported charts offer intraday, daily, weekly, monthly, quarterly and yearly entries. Daily and longer periods start at 25 bars, zoom to 25–200 and support full screen. The percentage view uses the first visible closing price as its baseline, preserving original prices.
- Stock and sector directories paginate on demand. Breadth uses source snapshots; missing snapshots are filled by the current startup strategy, with manual sync and refresh also available. Failed refreshes retain dated, source-labeled local snapshots, not new quotes.
Research agent and AI workflows
- YunStrat AI follows account access, quota and service availability, with its default model managed by the platform. Local / personal models configure supported Ollama, BYOK or Codex connections separately.
- Multi-turn conversations support search, pinning, renaming, history and stop controls. Review the question, watchlist instruments and enabled skills before starting a cloud action; local / BYOK requests retain preview and confirmation.
- Current research records are accessed through conversations and cloud daily reports, with local and cloud conversations stored separately. The former Notes entry opens Daily Reports rather than a standalone editor or an AI note-selection flow.
- Preview skill text before installation; new skills are disabled by default. Command installation does not run shell, npm or skill scripts or grant extra tool, file or trading permissions.
- Daily reports follow account access and plans, showing actual task dates and states. Eligible failures support plan verification and confirmed retry, which may consume quota again. Acceptance, completion and notification delivery remain distinct.
Local records and quote monitoring
- Settings retain import and export and encrypted-storage controls for existing local research records. API Keys are encrypted, while Codex auth.json is stored locally in plaintext. Model credentials and cloud account records are managed separately.
- Desktop accounts with watchlist authorization synchronize automatically by default and can turn it off or sync immediately. Only watchlist instruments are synced, not holding costs, all notes or credentials. Confirmed cloud-watchlist deletion preserves local records and excludes them from automatic re-upload.
- The current Monitoring view uses cloud rules subject to account access, background services, market data, calendars and selected channels, not an open desktop app. Funds use published NAV rather than intraday estimates; rule acceptance is not a trigger or delivery receipt.
- Desktop apps support Simplified Chinese, Traditional Chinese and English, light and dark themes, global search and a collapsible sidebar. The software lock protects local access; it does not automatically cancel accepted cloud tasks.