For experienced investors with limited time
Research with AI. Put your investment thesis to the test.
Understand changes in filings and turn trading ideas into testable rules. Start with your own documents, in the AI tools you already use, without writing code from scratch.
Free skill packages · No website signup to download · Model and data costs are separate
Did cash flow keep up with earnings?
Spot the change
Revenue and profit rose while operating cash flow fell.
Return to the source
Check the cash flow statement and receivables notes, keeping the source location.
Record the next check
Investigate collections before deciding whether your growth assumption still holds.
Start with the question in front of you
A concrete starting point for research and quantitative work
What changed in this report?
Compare two periods and trace material changes to the original evidence.
Review earnings changes →Thesis reviewDoes my original thesis still hold?
Compare new evidence with the reasons you recorded earlier.
Check an investment thesis →Strategy validationIs this trading rule ready to test?
Define the rule, then compare a benchmark, costs and drawdowns.
Start with the strategy rules →Take the method into tools you already use
Choose one task
Review the inputs and sample output to see whether the method fits your question.
Use your own AI tool
Follow the Claude Code or Codex CLI instructions and run a sample first.
Continue with your own material
Keep the evidence and open questions so the next review builds on this one.
Give your growing research a workspace.
CoTrading Desktop helps organize documents, research and experiments. Available capabilities depend on the published release.
Start with your own material without a new paid data subscription. Check each skill for market, feature and environment coverage. Data and connections
Before you start
What is free?
Public methods, teaching examples and downloadable core skills are free. Core desktop workflows support your own model. AI subscriptions, model usage and third-party data can cost extra. Existing subscription entitlements remain unchanged.
Do I need to buy data or share my holdings?
No. Start with synthetic teaching samples or your own material. This website does not collect research files, data keys or holdings. Your chosen AI tool and model service govern how material is processed there.
Will it tell me what to buy or trade automatically?
These methods support research and rule validation: evidence, risks and gaps. They do not decide trades for you or present a teaching backtest as a promise of future returns.