A trading-discipline layer for AI-assisted trading, providing pre-registration of theses, exit rules, cooling-off periods, and public receipts, with read-only broker connections.
Enables AI agents to execute stock trading operations with built-in risk controls and human approval workflows. Supports paper trading simulation, real brokerage integration (Alpaca, Tradier), backtesting, sentiment analysis, and portfolio management while maintaining strict separation between AI intelligence and trade execution.
Personal investment management advisor that exposes tools for accounts, portfolios, trades, market data, strategies, risk control, and advice, enabling AI agents to analyze and provide structured investment recommendations.
Provides AI agents with real-time financial market intelligence including regime detection, adaptive signals, macro context chains, and cross-market analysis for crypto, US, and Korean stocks.
Provides specialized tools for portfolio health analysis, rebalance simulations, and trade execution via a single interface powered by MongoDB. It enables AI agents to manage investment portfolios while adhering to organizational governing rules, clearance guards, and rate limits.
An AI-powered conversational assistant that builds detailed user investment profiles through a guided four-step elicitation process. It leverages LangChain and OpenAI to handle real-time dialogues regarding investment goals, timelines, and risk tolerance.