This page describes macOS and Windows desktop apps. See the guide for the WeChat Mini Program feature scope.
Research real instruments
Search stocks, funds or A-share on-exchange ETFs to maintain manual holdings and watchlists, preserving market and instrument identity. Check sources, dates, assumptions and review context during research. Before AI use, review the destination and selected materials, then use the cloud action button or the personal-model preview flow.
Choose watchlist synchronization
Existing research records, holdings and watchlists use the app's local data controls. Desktop accounts with watchlist authorization synchronize automatically by default, with an explicit off switch and immediate-sync action. Sign-in does not replace business authorization. This entry syncs instrument watchlists, not holding costs, all notes or model credentials. Local records and cloud copies are managed separately; review the scope before removing or deleting data.
Quote alerts are not hosted trading
The Monitoring view uses cloud rules subject to account access, enabled rules, valid sources and trading calendars. Selected channels, recipients and background services must also be ready; keeping the desktop app open is not a prerequisite. Stocks use valid quotes, while funds compare published NAV dates rather than intraday estimates. Rule acceptance, condition triggers and notification delivery are recorded separately; unknown states are not success.
The app does not connect to brokerage trading accounts or place orders. Closing the app, stopping page observation or locking the software does not disable cloud rules.
Back up and protect records
Settings retain import and export and encrypted-storage controls for existing local research records. Back up important materials. The software lock protects local access; it does not cancel accepted cloud tasks or delete account data in the cloud.