Stock and fund research ​

  • Market data uses built-in Local mode, prioritizing Eastmoney. A-share, Hong Kong and US selections remain consistent across related views.
  • Intraday, daily, weekly, monthly, quarterly and yearly charts support 25–200 candlesticks, full-screen views and visible-range percentage changes.
  • Fund Market covers All, Equity, Mixed, Bond, Index, QDII, ETF and LOF with on-demand pagination and search.
  • Fund details include disclosed NAV, managers, fees, allocation, disclosed holdings, announcements and historical NAV curves, keeping NAV distinct from exchange prices.
  • The full-market synchronization window can be dragged and collapsed without interrupting the current task.

Research agent and AI workflows ​

  • Multi-turn conversations support search, pinning, renaming, restored history and streaming answers.
  • Look up stocks and funds and select watchlist items and notes within a conversation; preview and confirmation still precede every request.
  • Manage providers and models by task, with default models, request logs, stop controls and answer regeneration.
  • Preview note revisions before replacing or appending content; explicitly save briefings and analysis reports.

Local records and quote monitoring ​

  • Store notes, watchlists, manual holdings, conversations and model credentials encrypted locally, with import and export.
  • Cache merging preserves existing same-source records and only adds missing content.
  • Quote monitoring supports eligible instrument price rules and system notifications, requiring the app to remain running and fresh quotes to arrive continuously.
  • Chinese and English, light and dark themes, global search and a collapsible sidebar refine everyday research.

Software testing phase ​

This phase focuses on quote timestamps and fund NAV conventions, conversation and note persistence, monitoring conditions and recovery from errors. Feature descriptions reflect the current desktop implementation; platform installation details are recorded separately in the download center.

Send feedback to Xiaofeng with your system, app version, steps and expected result to help reproduce and improve the experience.