Trading Agent · research · execute · monitor
A research analyst, dealer, and watchman in one chat window.
Ask in plain language. The Trading Agent pulls live cash and positions, scans market news and sentiment, proposes a basket sized to your budget, fills the orders, and then keeps watch — pre-staging sell tickets the moment a target hits. Every action posts to your channel with the audit trail attached.
What it does
Research
- ✓ Scans market news, sentiment, and earnings catalysts on demand
- ✓ Surfaces technicals on tickers you mention — with source citations
- ✓ Filters against your watchlists, sectors, and risk preferences
Execute
- ✓ Sizes baskets to your available cash with a buffer kept in reserve
- ✓ Stages buy orders for one-tap approval — or auto-fires within caps
- ✓ Posts every fill to your channel with price, qty, and timestamp
Monitor
- ✓ Polls each open position every 60s during market hours
- ✓ Pre-stages sell tickets the moment a target or stop is hit
- ✓ Pings the channel on big moves so nothing is missed during the day
Report
- ✓ End-of-day P&L roll-up — realized, unrealized, and fees
- ✓ Trade journal: thesis, fill, target, exit — every position, every time
- ✓ CSVs ready for your bookkeeper, accountant, or tax software
Guardrails & risk caps
You set the rules. Max position size, max daily turnover, allowed asset classes, restricted tickers, and whether the agent may auto-fire or must always wait for a human nod. Anything outside the caps becomes an approval request — never a silent breach.
Position cap
No single name can exceed your % of book.
Daily turnover
Hard ceiling on dollars traded per day.
Approval gate
Auto-fire stays off by default until you flip it.
Connects to
Bring your existing brokerage and data sources. We’ll wire the agent to whichever combination you already use:
- Alpaca
- Interactive Brokers
- Questrade
- Polygon.io
- Yahoo Finance
- TradingView
- FRED
- + your data feeds
Best for
Active investors
Tab-hopping between news, charts, and a brokerage gets old fast. Have a research analyst on call instead.
SMB treasury
Idle cash sitting in operating accounts. Deploy it with rules, audit trails, and approval gates — not faith.
Family offices
A consistent process applied to every position, journaled in plain language so heirs and accountants can read it.
Context engineering
Your AI Account Manager configures the agent with your investment policy: position sizing rules, allowed sectors, ESG screens, tax-lot preferences, the watchlists you actually trade, and the format your end-of-day journal should follow. As your strategy evolves, the context is updated — so the agent stays aligned with how you actually invest, not how someone else does.
Important disclosure
The Trading Agent is an automation and research tool — not a registered investment advisor or broker-dealer. Trades execute against your brokerage account, under your authority, within rules you set. We don’t custody funds, we don’t provide investment advice, and the agent makes mistakes. Outputs and orders should be reviewed by a human until you’ve confirmed it behaves the way you want. Past results don’t guarantee future returns — this is software, not magic.
Ready when you are
Scope your Trading Agent.
Tell us your brokerage, your investment policy, and the parts of the day you want back. We’ll configure the agent, your channel, and the audit trail before it places its first order.