This page describes macOS and Windows desktop apps. See the guide for the WeChat Mini Program feature scope.
Make assumptions explicit
Write down the question, evidence, conditions and expected observations before reviewing results.
Revisit your process
Record verification steps and why your view changed. Distinguish historical observations from expectations about the future.
Bring AI output into your research record
Ask research questions about watchlist instruments, choose enabled skills as needed, and review the recipient and outgoing content before using YunStrat AI or a personal model. Revisit the process in conversation history and verify sources and inferences in the responses; AI output is not original evidence. For daily reports, configure plans within account access and check actual task dates and states. Acceptance, generation completion and notification delivery remain separate checks.
Current feature boundaries
Current capabilities include research records, local indicators and AI assistance within account access. They do not execute automatic orders or brokerage trades, or promise returns or backtest performance. Model-generated trend analysis needs verification; historical indicators do not guarantee future prices.
This describes the current desktop workflow. Available controls follow the installed version and account access; historical indicators remain research references.