> For the complete documentation index, see [llms.txt](https://ray-evolv.gitbook.io/ray_evolv-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ray-evolv.gitbook.io/ray_evolv-docs/scenes/scene-plan.md).

# 用对话安排后续定投

当你已经想好投入对象、节奏和期限，可以直接告诉 Nora，先看到未来安排，再决定是否确认。

> “从下个月开始，每周安排两百元，持续三个月，用刚才选好的账户和资金池。基金我来确认。”

{% stepper %}
{% step %}

### 说清安排

给出基金、账户或资金来源、每期金额、频率和起止范围。存在多个合理资金池时，选择本次使用的一个。
{% endstep %}

{% step %}

### 检查生成的草稿

核对基金代码、金额、费率及日期。你可以先问清规则，再确认创建；不要把讨论一个计划理解为已经成交。
{% endstep %}

{% step %}

### 随时查询或暂停

创建后问“后面有哪些安排”。需要暂停时指明对应定投；恢复后查看未来期次，不假定自动补回暂停期间错过的投入。
{% endstep %}

{% step %}

### 到期后核对记录

查看等待执行、已登记或待核对的说明。已经登记的事项不要再手工录一笔相同交易。
{% endstep %}
{% endstepper %}

<figure><img src="https://878169733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fs6D05VL5qPBARnMQL00i%2Fuploads%2Fgit-blob-d00e3d489f35248947b2a965507134b30e2158ab%2Fdca-dialogue.png?alt=media" alt="定投卡保留每期金额、剩余次数和完成状态；Nora 可以读取相应安排。"><figcaption><p>定投卡保留每期金额、剩余次数和完成状态；Nora 可以读取相应安排。</p></figcaption></figure>

## 把风险观察带进讨论

你也可以要求更新一个已关注的风险信号，再结合新判断讨论计划。建议复查周期表示判断的新鲜度，不是承诺自动按期推送。

[计划体系](/ray_evolv-docs/systems/plans.md) · [定投规则](/ray_evolv-docs/systems/plans/schedule.md) · [到期与暂停](/ray_evolv-docs/systems/plans/due.md) · [风险信号](/ray_evolv-docs/systems/plans/signals.md)

***

返回[场景体验与教程](/ray_evolv-docs/scenes.md) · [认识 Evolv](/ray_evolv-docs/home.md)


---

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