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開市前準備由數小時,
縮短至數分鐘。
Pre-market prep: from hours
to minutes.

一間金融交易公司,每日的市場掃描、圖表分析、交易日誌與紀律執行分散於多個工具之中。Cenlyio 於 1 個月內交付一個完全客製化的交易桌 AI 助手 —— 將公司本身的交易紀律編碼成單一全天候對話式夥伴。 A trading firm's daily scans, chart reviews, journaling and discipline enforcement were scattered across multiple tools. In 1 month, Cenlyio delivered a fully customised trading-desk AI assistant — codifying the firm's own trading discipline into a single, always-on conversational partner.

挑戰 The Challenge

紀律存在於文件,而非流程 Discipline lived in documents, not in the workflow

每個交易日開始之前,交易員已需耗用數小時:執行市場掃描、逐一審視圖表、記錄前一日的交易,並自行對照公司的交易手冊執行紀律。規則寫在文件之中,執行卻依靠個人自律 —— 工具愈多,流程愈散,紀律愈難貫徹。公司需要的不是另一個圖表軟件,而是一個能將自家交易手冊變成日常流程的系統。 Before each trading day began, traders were already hours deep: running market scans, reviewing charts one by one, journaling the previous day's transactions, and manually checking their own behaviour against the firm's playbook. The rules lived in documents; enforcement relied on personal discipline — and the more tools involved, the more scattered the routine became. The firm did not need another charting package; it needed a system that turned its own playbook into the daily workflow.

解決方案 The Solution

將交易手冊編碼成 AI 夥伴 The playbook, codified into an AI partner

Cenlyio 建構的助手將公司的入市規則、倉位管理、新聞應對手冊及持倉時限編碼成系統邏輯,全部透過單一對話介面交付。 The assistant Cenlyio built codifies the firm's entry rules, position sizing, news playbook and time-horizon locks into system logic — all delivered through a single chat interface.

自動化開市前掃描 Automated pre-market scans

每日開市前,系統自動完成市場掃描並主動推送結果 —— 交易員由「逐一執行」轉為「審視結論」,準備時間由數小時縮短至數分鐘。 Each morning the system runs the market scans automatically and pushes the results proactively — traders shift from executing routines to reviewing conclusions, cutting prep from hours to minutes.

語音與圖表截圖輸入 Voice and chart-screenshot intake

交易員可直接以語音或圖表截圖與助手互動:分析圖表、記錄交易日誌、查詢手冊規則 —— 全部無需離開對話介面。 Traders interact by voice or by dropping in chart screenshots: chart analysis, transaction journaling and playbook checks all happen without leaving the chat.

主動式紀律執行 Proactive discipline enforcement

助手同時具備被動回應與主動提示:對照入市規則與持倉時限提出警示,並於收市後自動生成當日總結,持續學習公司的交易模式。 The assistant is both reactive and proactive: it flags deviations from entry rules and time-horizon locks, generates end-of-day digests automatically, and continuously learns the firm's trading patterns.

成果 The Results

可量度的業務效益 Measurable business outcomes

1 個月 1 mo
端對端交付時間 End-to-end delivery
數小時 → 數分鐘 Hours → mins
開市前準備時間 Pre-market prep time
0
每日掃描與總結所需人手操作 Touches needed for daily scans & digests
24/7
持續學習與待命 Continuous learning, always on

貴公司的專業知識,也可編碼成 AI 系統。 Your expertise can be codified into an AI system too.

由 30 分鐘免費諮詢開始。Cenlyio 的 Pilot 於 7 天內,以貴公司真實數據交付一個真正運作的 AI 流程 —— 固定價格,未達標全額退款。 Start with a free 30-minute conversation. Cenlyio's Pilot delivers a working AI workflow on your own data in 7 days — fixed price, full refund if the success criteria are not met.

預約免費諮詢 Book a free consult
預約 30 分鐘免費諮詢 Book a free 30-min consult