CoTrading DocsContinue a skill task in CoTrading desktop
Move permitted research context manually and verify release-specific capabilities before expecting a package import.
CoTrading desktop is a separate host with its own release lifecycle. A Codex or Claude Code package does not establish desktop import support. Use the current download page and its actual release notes; this guide does not claim a new desktop feature has shipped.
A supported first step: preserve the research
Keep the original input manifest, question, report, evidence table and remaining checks in a folder you control. Make a short handoff note:
| Field | Example |
|---|---|
| Task | Recheck fictional DEMO-CONSUMER cash conversion |
| Method | cotrading-earnings-review and its version |
| Result | 69.70%, using 92/132 |
| Scope | Two synthetic nine-month inputs |
| Unknown | Aging and later receipts absent |
| Next step | Verify source locations before updating thesis |
These are sample facts, not a real company or a statement about desktop execution.
Continue through an actually available workflow
Check which file/context mechanisms the installed release exposes. If it can accept a report or selected source text, provide only material you may process there, with the handoff note. Ask it to identify inputs and gaps before interpreting them. If that mechanism is unavailable, retain the folder and continue in the already verified CLI host; no import success should be recorded.
Do not copy external packages into a guessed application data directory. CoTrading does not share the CLI personal skill folders by assumption. No “one click” import, automatic reminder or background monitoring is implied by this document.
What counts as verification
Reading a report proves report continuation only. Reproducing a calculation requires matching rule, data and calendar digests, computation version, daily equity and events. Recognizing a method name is a separate check. The cross-host learning guide provides a portable record.
The external mechanisms are documented separately by OpenAI and Claude Code; neither source certifies a CoTrading desktop release.
Costs and privacy
Core methods are free. Existing account/subscription rights remain governed by the actual product offering; model, hosted resources and chosen data may be charged separately. This guide does not require a new subscription or change an existing entitlement.
The website does not receive your input folder, holdings or model keys. A desktop session using remote models is not automatically offline; inspect the selected provider's settings. Redact unrelated material and retain your own backups.
Recovery
If a release cannot read a file, keep the failed status and the original. Use permitted readable text or the verified host instead of installing an unverified adapter. Troubleshooting should identify the release, method version and exact failed step without requiring private reports. See failure recovery.