Upgrade Trading Systems with Moomoo AI Toolkit

Hey Mooers!

The era of AI-assisted investing is here—has your trading system been upgraded yet?

Last Saturday, moomoo Academy hosted an exciting offline event at our new Markham location! Jie Zhao, Head of Futu Canada and founding team member, teamed up with David, Product Marketing Manager at moomoo Canada, to explore how technology can empower our trading.

From the underlying logic of the AI industry to the hidden "practical tools" within the moomoo platform (like earnings interpretation, Moomoo AI chats, and strategy backtesting), the event was packed with valuable insights!

Missed the livestream? Don't worry! We've put together these exclusive [Study Notes] just for you. Let's unlock the 3 advanced ways to use AI for your investment research!

AI's Power Relies on These "Three Core Elements"

At the very beginning of the livestream, Jie used a great cooking analogy:

– Computing Power (Infrastructure): Like the kitchen and the stove.

– Algorithms & Models (Agents): Like the master chef and their cooking techniques.

– Data: The fresh ingredients that determine how good the dish will taste!

For our investment research, what are the best ingredients? Accurate market quotes, timely announcements, earnings expectations, capital flows, and macroeconomic indicators.

Key Takeaway: Good tools don't mean direct answers! AI can drastically improve our efficiency in organizing information and testing analytical paths, but knowing how to ask the right questions, verify sources, and make the final judgment based on your own trading system remains the core skill every trader must master.

Advanced Play 1: Let AI Be Your "Super Speed Reader"

Facing a 100-page earnings report or lengthy macroeconomic data and don't know where to start? Don't panic, let Moomoo AI help you highlight the key points!

During the livestream, David demonstrated several highly useful research entry points:

– Earnings Hub: Not only can you view earnings expectations, revenue, and net income comparisons, but AI will also extract core earnings highlights and institutional perspective summaries. Catch the most important information at a glance!

– Macro Data Visualization: Key macro indicators like CPI, Non-Farm Payrolls, and PCE are visualized with one click, comparing historical data with forecasts to help you grasp the market pulse from a macro perspective.

– AI Announcement Summary & Daily/Weekly Briefs: AI can condense hundreds of pages of financial announcements into a core summary in just two or three minutes. You can read the summary to quickly grasp the main idea, find details that interest you, and then dive into the original documents for deeper research.

Advanced Play 2: Upgrade from "Reading Summaries" to "Proactive Chat"

Besides reading system-generated summaries, you can also interact directly with Moomoo AI!

In the livestream, we tested Moomoo AI with Apple (AAPL) by asking: "What factors should we focus on now?" Moomoo AI quickly provided a breakdown from four dimensions: Technical & Sentiment, Valuation, Fundamental Narrative, and Analyst Ratings, attaching real data sources and research report links after each conclusion.

Advanced Play 3: Turn Research into a "Repeatable Automated Workflow"

When your needs move beyond a simple Q&A to long-term conditional monitoring, API Skills and Quantitative Backtesting become incredibly useful!

On the desktop app, you can build partial quantitative trading logic like "building blocks." No coding knowledge? No problem! Through modular drag-and-drop, you can try setting up:

– Monitoring capital dynamics

– Multi-dimensional conditional screening

– Sending alerts when the price hits specific support/resistance levels

– Throwing mature ideas to the system for historical data backtesting!

The Ultimate Question: "AI Says Bullish"—Should You Buy Immediately?

During the interactive session, a classic question was asked:"If Moomoo AI summarizes a stock as somewhat bullish, but the Level 2 order book and capital flow show weakness, what should you do?"

The correct answer from the Mooers on-site was: Add it to the Waitlist and continue to observe and verify.

AI's fundamental summary, Level 2's order book, and capital flow dynamics reflect information from different dimensions. When signals diverge, the most rational approach is cross-verification, not jumping in headfirst.

AI is a tool to help improve our research efficiency, but the final investment decision and the risk borne are always ours to make after careful consideration.

Mooers, after reading these notes, what do you want Moomoo AI to help you with the most? Reading earnings reports, checking data, or building a strategy to test?

Welcome to share your experience using AI tools in the comments, or tell us what topic you'd like the next moomoo Academy offline class to cover! See you in the comments section!

Disclosure:Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the Canada, investment products and services on Moomoo are offered by Moomoo Financial Canada Inc., Member of CIRO and CIPF.

This event is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon, and risk tolerance.

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