QR Qi机是金融+AI深度融合的一体化智能金融终端，聚合海内外全品类主流大模型与智能体能力，打造投研、策略生成、量化回测、模拟推演、行情资讯、风险监控全链路闭环工具，面向交易员、投研人员、机构工作室，把AI大模型能力深度嵌入金融交易全流程，告别手动写策略、人工盯盘、信息碎片化的痛点，实现AI自动产出交易策略、自动量化演算、全品种行情跟踪、智能信号跟踪校验。QR Qi Machine is an integrated intelligent financial terminal combining finance and AI in depth. It aggregates all mainstream large models and intelligent capabilities from both domestic and overseas sources, creating a full-chain closed-loop tool for investment research, strategy generation, quantitative backtesting, simulation, market information, and risk monitoring. It is designed for traders, investment researchers, and institutional studios, deeply embedding AI large model capabilities throughout the entire financial trading process. It eliminates the pain points of manually writing strategies, monitoring the market manually, and fragmented information, achieving AI-generated trading strategies, automated quantitative calculations, tracking of all market categories, and intelligent signal tracking and verification.
WHY IT MATTERS
AI 不替你下注，它负责把每个策略放到最坏场景里审问。AI doesn't place bets for you; it is responsible for putting each strategy through interrogation in the worst-case scenario.
QR Qi机把研究、策略生成、历史回放和风险控制放到一个闭环中。系统强调证据、边界和可复现过程，帮助交易与投研人员更快淘汰脆弱想法，并持续监控策略是否偏离原假设。QR Qi Machine puts research, strategy generation, historical replay, and risk control into a closed loop. The system emphasizes evidence, boundaries, and reproducible processes, helping traders and research personnel quickly eliminate fragile ideas and continuously monitor whether strategies deviate from the original assumptions.
01多源研究AI Strategy Generation
把行情、新闻、财务与情绪信息整理为可引用的研究上下文。Organize market data, news, financial, and sentiment information into research context that can be referenced.
02策略回放Simulation Environment
在不同波动、流动性和极端事件切片中验证规则稳定性。Validate the stability of rules across different slices of volatility, liquidity, and extreme events.
03风险优先Market Intelligence
仓位、回撤、相关性和异常信号先于收益展示，避免漂亮曲线误导。Position, drawdown, correlation, and abnormal signals are shown before returns, to avoid being misled by attractive curves.
QR Qi机是金融+AI深度融合的一体化智能金融终端，聚合海内外全品类主流大模型与智能体能力，打造投研、策略生成、量化回测、模拟推演、行情资讯、风险监控全链路闭环工具，面向交易员、投研人员、机构工作室，把AI大模型能力深度嵌入金融交易全流程，告别手动写策略、人工盯盘、信息碎片化的痛点，实现AI自动产出交易策略、自动量化演算、全品种行情跟踪、智能信号跟踪校验。QR Qi Machine is an integrated intelligent financial terminal combining finance and AI in depth. It aggregates all mainstream large models and intelligent capabilities from both domestic and overseas sources, creating a full-chain closed-loop tool for investment research, strategy generation, quantitative backtesting, simulation, market information, and risk monitoring. It is designed for traders, investment researchers, and institutional studios, deeply embedding AI large model capabilities throughout the entire financial trading process. It eliminates the pain points of manually writing strategies, monitoring the market manually, and fragmented information, achieving AI-generated trading strategies, automated quantitative calculations, tracking of all market categories, and intelligent signal tracking and verification.
平台打通海量主流大模型接口，支持自由切换调用，包含GPT全系列、豆包、DeepSeek、Claude、Gemini、Kimi、通义千问、智谱GLM、MiniMax等海内外模型，同时支持自定义接入第三方金融智能体、自建Agent工作流，可根据不同行情场景，自动调度不同大模型协同研判，实现多模型交叉验证，规避单一模型的判断偏差。The platform connects to a vast number of mainstream large model interfaces, supporting free switching and calling, including the full series of GPT, Doubao, DeepSeek, Claude, Gemini, Kimi, Tongyi Qianwen, Zhipu GLM, MiniMax, and other domestic and international models. It also supports custom integration of third-party financial agents and self-built Agent workflows, capable of automatically coordinating different large models to collaborate on analysis according to various market scenarios, achieving cross-validation of multiple models and avoiding the judgment bias of a single model.
核心产品能力Core product capabilities
1、AI自动策略生成与量化演算Strategy & Position Monitoring · Quality Assurance
无需精通编程，自然语言输入交易逻辑，系统自动解析交易逻辑，自动生成完整可运行量化策略代码，覆盖技术指标策略、多因子策略、趋势跟踪、网格交易、套利对冲、轮动调仓等各类逻辑。No need to be proficient in programming; simply input trading logic in natural language. The system automatically parses the trading logic and generates complete, executable quantitative strategy code, covering various logics such as technical indicator strategies, multi-factor strategies, trend following, grid trading, arbitrage hedging, and rotation and rebalancing.
支持标的覆盖A股、港股、美股、ETF、可转债、商品期货、股指期货、股票期权、商品期权、外汇等全市场品种。Supports coverage of targets across the entire market, including A-shares, Hong Kong stocks, US stocks, ETFs, convertible bonds, commodity futures, stock index futures, stock options, commodity options, foreign exchange, and more.
内置高性能回测引擎，自动调取多年历史行情数据，完成策略回测，输出收益率、最大回撤、夏普比率、胜率、盈亏比等全套绩效指标，自动识别策略缺陷，AI迭代优化策略参数。Built-in high-performance backtesting engine automatically retrieves years of historical market data, completes strategy backtesting, outputs a full set of performance indicators such as return, maximum drawdown, Sharpe ratio, win rate, and profit-loss ratio, automatically identifies strategy defects, and uses AI to iteratively optimize strategy parameters.
SCENARIO MODEL · MARKETAI 策略推演终端QR Qi Machine Scenario Model
把因子、信号、仓位与风险阈值放在同一视图中，重点展示策略如何被验证，而不是只展示收益曲线。Place factors, signals, positions, and risk thresholds in the same view, focusing on how the strategy is validated rather than just showing the profit curve.
策略候选AI Strategy Generation12
多智能体生成与交叉评议Multi-Agent Generation and Cross-Evaluation
跟踪因子Simulation Environment48
价格、情绪与基本面组合Price, Sentiment, and Fundamental Combination
回放数据Market Intelligence1.8M
模拟历史切片与压力场景Simulated historical slices and stress scenarios
风险规则Strategy & Position Monitoring26
仓位、回撤与异常熔断Position, Drawdown, and Abnormal Circuit Breaker
论证模型Evidence Model全部行情与策略数据均为模拟，不构成投资建议QR Qi Machine capability evidence and operating model.全部数据为能力展示与场景模拟，不代表真实客户效果All values are capability demonstrations and scenario simulations, not actual customer results.
2、自定义模拟交易体系Capability 08 · Continuous Improvement
高度贴近真实交易所撮合规则，支持用户自由自定义本金、手续费、滑点、仓位上限、止损止盈规则，搭建专属模拟盘环境。Highly close to the actual exchange matching rules, supports users to freely customize principal, fees, slippage, position limits, and stop-loss/take-profit rules, creating a dedicated simulated trading environment.
策略可以直接投放模拟盘7×24小时自动运行，自动开仓、平仓、调仓、止盈止损，全程记录每一笔模拟交易日志，输出完整模拟交易复盘报告，实盘之前充分验证策略有效性，规避实盘资金风险。支持多策略并行、多账户模拟同时运行。The strategy can be directly deployed on a simulated account to run automatically 24/7, automatically opening and closing positions, adjusting positions, and setting take-profit and stop-loss. It records every simulated trade log throughout the process and outputs a complete simulated trading review report, fully verifying the strategy's effectiveness before live trading to avoid real capital risk. It supports multiple strategies running in parallel and multiple accounts running simulations simultaneously.
3、全市场实时消息与舆情监控Capability 11 · Automation and Control
全源实时资讯流7×24小时不间断抓取，覆盖交易所公告、财报、研报、政策新闻、行业快讯、盘口异动、资金流向、龙虎榜、大宗交易、社交媒体舆情、板块热点。Full-source real-time news stream is captured 24/7 without interruption, covering exchange announcements, financial reports, research reports, policy news, industry bulletins, market anomalies, capital flows, top traders, block trades, social media sentiment, and sector hotspots.
AI自动做信息摘要、事件解读、事件影响推演，快速关联对应标的；异动消息实时弹窗提醒，过滤无效噪音信息，把海量资讯压缩成有效交易信号，不错过任何关键市场变化。AI automatically summarizes information, interprets events, and simulates event impacts, quickly linking to corresponding targets; abnormal news triggers real-time pop-up alerts, filtering out invalid noise information, compressing massive amounts of information into effective trading signals, and not missing any key market changes.
4、策略与持仓自动跟踪监控Capability 14 · Security and Governance
策略上线之后持续自动跟踪运行状态，实时监控持仓组合、标的价格波动、净值曲线、回撤风险、浮盈浮亏。After the strategy goes live, it continuously and automatically tracks the operational status, monitoring in real time the portfolio positions, underlying asset price fluctuations, net value curve, drawdown risk, and unrealized gains and losses.
内置风控智能体，自定义风控阈值，当出现回撤超标、仓位超限、异常波动时自动预警；可对多条策略同时监控，自动记录策略每一轮表现，定期生成策略复盘总结，筛选出表现优质策略，淘汰失效策略。Built-in risk control intelligent agent, customizable risk control thresholds, automatically alerts when there is excessive drawdown, over-limit positions, or abnormal fluctuations; can monitor multiple strategies simultaneously, automatically record the performance of each round of strategies, periodically generate strategy review summaries, select high-performing strategies, and eliminate ineffective strategies.
5、强大的智能体编排能力Capability 17 · Core Architecture
可以搭建多角色金融智能体协同工作：投研分析Agent、策略生成Agent、风险风控Agent、复盘总结Agent，多个智能体分工协作完成完整投研流程。It is possible to build multiple-role financial agents to work collaboratively: investment research analysis agents, strategy generation agents, risk control agents, and review summary agents, with multiple agents dividing tasks and cooperating to complete the entire investment research process.
SYSTEM FLOW · CONCEPT MODELQR Qi机能力工作流QR Qi Machine Capability Workflow
从需求输入到结果回流的项目机制示意Schematic of the project mechanism from demand input to result feedback
当前节点 / 01Current Stage / 01ACTIVE STAGE
AI自动策略生成与量化演算AI Strategy Generation
无需精通编程，自然语言输入交易逻辑，系统自动解析交易逻辑，自动生成完整可运行量化策略代码，覆盖技术指标策略、多因子策略、趋势跟踪、网格交易、套利对冲、轮动调仓等各类逻辑。 支持标的覆盖A股、港股、美股、ETF、可转债、商品期货、股指期货、股票期权、商品期权、外汇等全市场品种。 内置高性能回测引擎，自动调取多年历史行情数据，完成策略回测，输出收益率、最大回撤、夏普比率、胜率、盈亏比等全套绩效指标，自动识别策略缺陷，AI迭代优化策略参数。No need to be proficient in programming; just input trading logic in natural language, and the system will automatically parse the trading logic and generate complete, executable quantitative strategy code. It covers various strategies, including technical indicator strategies, multi-factor strategies, trend following, grid trading, arbitrage and hedging, rotation and rebalancing, and other types of logic. The system supports all market instruments, including A-shares, Hong Kong stocks, US stocks, ETFs, convertible bonds, commodity futures, stock index futures, stock options, commodity options, and forex. Built-in high-performance backtesting engine automatically retrieves years of historical market data, completes strategy backtesting, and outputs a full set of performance metrics such as return, maximum drawdown, Sharpe ratio, win rate, and profit-loss ratio. It also automatically identifies strategy flaws and uses AI to iteratively optimize strategy parameters.
前置输入Required Input
上一节点已确认的「核心产品能力」结果Results of the 'Core Product Capabilities' confirmed at the previous node
节点产出Stage Output
可进入下一环节的「AI自动策略生成与量化演算」成果、配置与过程记录Results, configurations, and process records of 'AI Automatic Strategy Generation and Quantitative Calculation' that can proceed to the next stage
验收重点Acceptance Criteria
内容完整、规则可执行、异常有记录，并明确下一节点责任与依赖Content is complete, rules are executable, exceptions are recorded, and the next node's responsibilities and dependencies are clearly defined
能力结构根据产品资料整理 · 非软件界面截图Capability structure derived from product materials · Not a software screenshot
支持自定义智能体prompt、投资偏好、风险等级，无论是价值投资、短线波段、期权套利、期货趋势交易，都可以定制专属AI工作流。Supports custom AI agent prompts, investment preferences, and risk levels. Whether it's value investing, short-term trading, options arbitrage, or futures trend trading, you can customize your exclusive AI workflow.
6、多维数据分析与账户诊断Capability 20 · Quality Assurance
支持单标的深度AI诊断，自动拆解基本面、技术面、资金面、情绪面；也支持组合整体账户诊断，评估组合风险敞口、行业集中度、盈亏归因。自动输出完整PDF投研报告，方便归档复盘。Supports in-depth AI diagnosis of single stocks, automatically analyzing fundamentals, technicals, capital flows, and sentiment; also supports overall portfolio account diagnosis, assessing portfolio risk exposure, industry concentration, and profit and loss attribution. Automatically generates complete PDF research reports, convenient for archiving and review.
产品核心优势Core Product Advantages
1. 模型生态最全：聚合海内外几乎全部主流大模型接口，支持第三方智能体接入，多模型交叉校验，灵活切换推理引擎，适配不同投研场景。1. The most comprehensive model ecosystem: Aggregates almost all mainstream large model interfaces at home and abroad, supports third-party agent integration, cross-verification between multiple models, flexible switching of inference engines, and adapts to different investment research scenarios.
2. 全品类标的覆盖：股票、期权、期货、可转债、ETF、港股美股多市场全覆盖，一套终端搞定跨市场投研与策略验证。2. Full-category coverage: Stocks, options, futures, convertible bonds, ETFs, Hong Kong and US stocks across multiple markets are fully covered, allowing a single terminal to handle cross-market investment research and strategy verification.
3. 零代码AI量化：普通交易者用自然语言即可产出、迭代量化策略，大幅降低量化门槛。3. No-code AI Quantification: Ordinary traders can generate and iterate quantitative strategies using natural language, greatly reducing the threshold for quantitative trading.
4. 高度自定义模拟盘：撮合逻辑贴近实盘，参数完全自定义，安全验证策略，无需拿真金白银试错。4. Highly customizable simulation account: matching logic close to real accounts, fully customizable parameters, security verification strategy, no need to risk real money on trial and error.
5. 全天候自动化运行：资讯抓取、策略演算、信号跟踪、风险预警全部自动化，解放人工盯盘，高效捕捉市场机会。5. All-weather automated operation: Information collection, strategy calculation, signal tracking, and risk warning are all automated, freeing humans from monitoring the market and efficiently capturing market opportunities.
提示：本工具仅作为投研辅助工具，策略模拟结果不代表未来收益，不构成任何投资建议，金融市场存在风险。Note: This tool is only an investment research assistant tool. The results of strategy simulations do not represent future returns and do not constitute any investment advice. Financial markets are subject to risks.
