Development Roadmap

CoreAgentFund: A truly sustainable Alpha-generating AI Investment Workspace (Research OS), making your investment decisions more scientific and efficient.

Discover our journey from V1 to the future of AI-driven investment research & decision-making systems

2025 ~ 2026

V1 Core Release

Completed

Built the foundation of our AI-powered investment workflow, integrating core data fetching, technical analysis, and basic AI-powered report generation.

Hot spot discovery and sentiment tracking
Multi-factor stock screening and pools
Basic AI investment research reports
KOL position and smart money tracking
Multi-indicator quantitative trend signals
3D structured financial research reports
Early 2026

KOL Tracking & Dynamic Screening

In Progress

Expanding data sources and enhancing the filtering system to catch smart money actions in real-time.

KOL tracking system upgrades
Multi-dimensional dynamic stock screening
Automatic stock pool updates (every 12 hours)
Late 2026 ~ Mid 2027

Advanced AI & Deep Research Insights

Planned

Elevating AI analysis with deeper financial modeling and professional grade trading reports.

More professional AI investment research models
AI trading deep internal reference and insights
Late 2027

AI Smart Investment Assistant AI Agent Integration

Planned

The ultimate combination of data analytics, quantitative execution, and autonomous AI trading agents.

Integration of autonomous AI Smart Investment Assistant AI Agents
Full loop from research to quantitative execution recommendation