Live已上线Part of所属 Finance Engine金融引擎

CoFi CopilotCoFi 投研助手

A conversational markets copilot — explains, never auto-trades.对话式投研助手——只解读,不自动交易。

Inside the product走进产品

Turn a portfolio question into a conversation.把持仓里的疑问,变成一段清楚的对话。

CoFi adds an explanatory layer to the holdings and context you enter. Ask about exposure, concentration, diversification or a hypothetical change, and explore the reasoning in plain language.CoFi 为你输入的持仓与背景增加一层解释。围绕敞口、集中度、分散程度或假设调整提问,用自然语言探索其中的逻辑。

01

A portfolio context panel持仓背景面板

Enter ticker, quantity and an optional cost basis so questions can refer to your own holdings.填写代码、数量与可选成本,让问题能够结合自己的持仓。

02

An analyst-style conversation分析师式对话

Explore market concepts, risk factors and scenario questions with a conversational copilot.通过对话探索市场概念、风险因素和不同情景。

03

Useful starting questions可直接展开的问题

Start from prompts about exposure or diversification, then narrow the conversation to what you want to understand.从敞口或分散等提示问题开始,再逐步聚焦自己想理解的内容。

04

Visible model feedback看得到的模型反馈

Choose an available model and inspect response timing and token usage while you compare explanations.选择可用模型,在比较解释时查看响应时间与 token 用量。

An example brief一个示例任务

Picture this task.想象这样一个场景。

Here are my manually entered holdings. Explain where several positions might be exposed to the same industry risk.这是我手动整理的持仓,请解释其中哪些头寸可能暴露在相同的行业风险下。

The result to aim for希望得到的结果

An educational explanation of overlapping exposure and questions you can take into your own research.一段关于重叠敞口的教育性解释,以及可继续研究的问题。

CoFi CopilotCoFi 投研助手

How the experience flows体验如何展开

  1. Enter the holdings and context you want to discuss.填写想讨论的持仓与背景。

  2. Ask a focused question or choose a suggested prompt.提出具体问题,或选择一个提示问题。

  3. Compare the explanation with your own research.结合自己的研究继续比较与追问。

On the horizon未来方向

Where it can grow next接下来,还可以走向哪里

Ideas for the product to grow into, step by step.这些功能方向,可以随着产品发展逐步完善。

Make it your next step从这里,开始你的下一步

01

Who it is for适合谁

Learners asking focused questions about markets.希望就市场提出具体问题的学习者。

02

Your first step第一步怎么做

Ask about one concept or scenario, with the date and context that matter.围绕一个概念或情景提问,补充相关日期与背景。

03

What you can shape可以得到什么

An educational explanation of overlapping exposure and questions you can take into your own research.一段关于重叠敞口的教育性解释,以及可继续研究的问题。

Practical details实际使用说明

AI explanations can be wrong or outdated. Verify independently; this product does not auto-trade or give personalized investment advice.AI 解释可能有误或过时,请独立核实。本产品不自动交易,也不提供个人投资建议。

Your AICOFI connection你的 AICOFI 连接

A shared model gateway, identity and credit wallet for connected AICOFI products.为已接入的 AICOFI 产品提供共享模型网关、身份与积分钱包。

Part of所属世界: Finance Engine金融引擎

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Visit website访问官网
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GC Strategy

COMEX futures/options decision engine.COMEX 期货/期权决策引擎。

Coming soon即将上线