1. Workbench (default home)
Three columns: session list, conversation and inspector. The “rule explainer” does exactly two things: it explains rules you set yourself, and explains public accounting terms and figures. It does not evaluate any security, does not forecast, and gives no buy or sell opinion. The top bar switches to the dashboard.
- Sessions: create, rename, delete, switch; messages persist with their session;
- Endpoints: add, edit, delete and activate (OpenAI-protocol compatible); the active endpoint is what the assistant uses;
- Alert records: ignore a single one, or clear all ignores; run-log entries and price alerts can be deleted one by one or cleared.
2. Dashboard
Index strip, asset overview (animated total), alert summary, watchlist, allocation ring and a rebalance calculator showing the gap against target weights you set. The dashboard presents only what you entered plus public market data, and makes no value judgements.
3. Market data
Under the “Market” menu: All A-shares, conditional filtering (filters public data by PE / PB / market cap / change using criteria you set — filtering only, no ranking and no recommendations), industry sectors, watchlist heatmap, ETF, industry valuation, Dragon-Tiger list, global markets, commodities. Data sources: Eastmoney primary, Tencent and Sina as fallback. Quotes carry a market timestamp; anything delayed by more than 2 minutes is marked in orange.
4. Stock detail and F10
Click a holdings row to open the detail drawer on the right: candlesticks, intraday, order book, capital flow, valuation, financials, news, fetch quotes and memos. The “F10 company profile” button at the top of the drawer (or the F10 key) jumps straight to F10.
F10: 22 tabs in 7 groups (company, financials, chips, trading, valuation, events, announcements). The content is publicly disclosed information and company announcements, with sources credited. Hovering a chart picks the whole column and reads out the values; “Enlarge” expands it in place to near full screen. Tables use zebra striping with a pinned first column.
5. Holdings and records
Under the “My” menu: holdings, add a stock, action log, portfolio overview, portfolio templates, portfolio history and activity log.
When you add a stock you enter two alert levels yourself: below_price and above_price. The software never presets or suggests a price.
6. Price alerts and recording rules
- When the live price reaches the below_price or above_price you set: a top banner, a dot in the status bar and a run-log entry — three reminders at once;
- An alert means only that the level you set has been reached. It carries no buy or sell opinion; whether and how to act is entirely your call;
- Colour semantics: red for up and green for down (the A-share convention); below your lower alert level is green, above your upper alert level is red;
- The alert ladder raises one reminder per percentage band you set: it only records and reminds, and never generates an order instruction.
7. Backtest explainer · teaching demo (members only, “Quant” menu)
1. Guide: illustrated explanations of what backtesting is, why overfitting happens and why out-of-sample testing matters — so you form a correct understanding of “historical statistics”.
2. Terms explained: the meaning and calculation of publicly defined measures such as β, volatility and VaR (published textbook material), for your own understanding only — the software outputs no such figures for any instrument.
3. Data self-check: one click confirms that live quotes are retrievable (source, bar count, range, last price, volume unit and elapsed time).
4. “View documentation” opens a structured Chinese reference (backtest principles, overfitting and out-of-sample testing, metric definitions, data sources and risk notes).
Teaching note: this module covers published backtest knowledge only — it demonstrates no strategy, compares no parameters, draws no conclusions and computes no measures for any instrument. It does not represent future performance, is not investment advice and must not be used as a basis for decisions.
8. Journal
“My → Journal”: notes and reviews (date, title, mood, body), automatically appended with that day's actions and alert triggers; browsed by month, editable, and deleted with two-step confirmation.
9. Data and backup
“Data” menu: back up, or back up to the desktop; import and export JSON, and export CSV, alert records, the action log and the rebalancing list.