Trail

Trail is a local-first AI investment research desktop app that connects market data, charts, and an evidence-grounded copilot.

Trail is a local-first AI investment research desktop workspace designed for individual investors and developers. It connects market data, K-line charts, agents, evidence, and continuous review into a single desktop interface. Users can run deep research across eight strategies, check structured quotes and financials, and inspect data sources using a source checker. The software supports local file persistence for sessions and checkpoints, while credentials are managed securely in the main process. It integrates with Longbridge CLI for market data and configurable LLMs for analysis.

Trail at a glance

Best for: Researcher
Runs on: Windows, macOS, Linux, CLI, self-hosted, open source
Pricing: Free
Released: October 2026
Category: AI research tool
Website: github.com/ydflow/trail

Key features

View quotes, K-lines, and financials in a security-centered workspace
Run deep research with eight strategies including value and technical analysis
Inspect data sources, provider details, timestamps, and snapshot hashes
Compare 2 to 4 securities across valuation, growth, and profitability dimensions
Manage portfolios with read-only broker access and risk comparisons
Evaluate models and run experiments using the built-in evaluation center
Save research reports as editable investment logic for continuous review

Use it for

Discover market anomalies and events using deterministic screening tasks
Conduct deep research on public market securities with AI assistance
Check evidence and data sources behind generated investment reports
Monitor portfolio asset allocation, holdings, and risk signals

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