How agents work
Turn any idea
into an agent.
Write a thesis in plain English, like “buy into a company when it announces an acquisition in AI.” The agent turns it into rules for what to watch, how to size the trade, and when to exit, then runs it around the clock inside the limits you set.
01·The pipeline
Every trade runs the same three steps.
Nothing fires at random. An event has to be scored, matched to your agent, and cleared by review before a single order is placed.
Event
A scored market catalyst
Agent
Your rules and thesis
Trade
Placed in your brokerage
Event
Earnings, M&A, FDA decisions, analyst moves, and regulatory news are ingested continuously and scored by Our 0 to 10 significance score for market events. Low-score events are filtered out before your agent sees them.. Only high-confidence events move forward.
Agent
Two gates run first. The event has to share a catalyst tag you picked, and it has to fit the intent of your written Your plain-English description of what to trade and why. It decides which events the agent treats as relevant.. Everything else is dropped.
Trade
A signal check and a second review confirm the ticker, direction, and freshness. The order is sized against your budget and placed in your linked account.
02·Matching
Two gates before your agent sees an event.
Most events never reach your agent. Two filters run first, and an event has to pass both.
Passing these gates is not a trade. It only means the event is worth a closer look.
The event has to share at least one category you picked, such as Earnings, M&A, or AI Technology.
The event has to match the intent of your written Your plain-English description of what to trade and why. It decides which events the agent treats as relevant.. Off-topic events are dropped even when the category lines up.
03·The decision
Clearing the gates is not a trade.
Three checks run in sequence before anything is placed. Any one of them can shrink the position or stop it outright.
- 1
Signal check
Pins down the ticker and the direction, and confirms it matches your long or short setting.
- 2
Quantitative gates
Runs quant models to check the move makes sense: recent volatility, a backtest of the pattern, a conviction score, and more. A weak read shrinks the position or drops it.
- 3
Second review
Confirms the catalyst is fresh, still fits your Your plain-English description of what to trade and why. It decides which events the agent treats as relevant., and points the right way.
ConfirmReduce sizeCancel
04·Sizing
You set the limits. The agent stays inside them.
You define the bounds each agent trades within. A few examples:
Budget
Total capital allocated to this agent.
Max position
The cap on any single trade, as a share of the budget.
Max open positions
A ceiling on how many trades can be live at once.
Cooldown
The minimum wait between opening new trades.
...and many more.
05·Exits
Every position has three ways out.
Whichever barrier the price hits first closes the trade. No position stays open indefinitely.
- Take-profit. An optional upper target. The trade closes when the price reaches it.
- Trailing stop. The primary exit. It rises as the trade gains, locking in profit, and its width scales with your Controls how wide the stops sit and how aggressively each trade is sized..
- Time stop. A hard limit on how long the position can stay open, set by your How long a position can stay open before the time stop closes it., from one trading day to a couple of weeks.
06·Backtest
See it before you fund it.
Every agent replays its exact rules across six months of real market events and real daily prices, with trading costs included. It uses the same three barriers as the live agent, so the A simulation of your agent's rules over real historical events, showing how it would have performed. is an honest estimate rather than a best case.
What the projection shows:
- Total return and win rate.
- Risk-adjusted return, as a A risk-adjusted return measure: how much return you earn per unit of volatility..
- The equity curve against the S&P 500.
- Largest single gains and losses.
- A plain-English read on what the strategy leans on.
6-month projection
IllustrativeTotal return
Win rate
Sharpe ratio
Max drawdown
Past and simulated performance does not guarantee future results.
07·Running an agent
Notify, or fully automatic.
Notify and watch-only
The agent surfaces every qualifying trade and waits. Nothing is placed until you tap approve.
Auto-execute
Trades are placed the moment they clear review. It is fully opt-in and needs an explicit risk acknowledgment before it turns on.
You can pause or stop any agent at any time.
08·Security
Built to stay inside your limits.
The automation is only worth running if it cannot act against you. Three principles hold across everything below.
We do not custody your funds
Trades happen in your account. We cannot move money out of it.
We never see your password
Your brokerage login stays with your broker, on their own flow.
Every action is bounded
An agent can only act within the limits you configured.
Your funds stay yours
Agents place orders in your account and nothing else. We cannot withdraw or transfer funds. You set the budget cap per agent, and the agent cannot exceed it. During this phase all trading is paper only.
Brokerage linking
Linking runs through a regulated third-party connectivity provider. You log in to your broker on their secure flow, not ours. We receive a scoped access token, never your credentials. Disconnecting a brokerage revokes access right away.
Account protection
Every request carries a verified session token, and the server checks your identity and ownership on every action. You cannot read or change another user's agents or orders.
What agents cannot do
- A long-only agent cannot go short, and the reverse.
- No single trade can exceed your max-position cap.
- Open-position limits and cooldowns stop rapid stacking.
- Every position carries a An exit floor that rises as the trade gains. It locks in profit and closes the position when the price falls back through it. and a time limit.
- Pre-trade review can shrink or block any trade before it is placed.
Opt-in for auto-trading
Automatic trading needs an explicit risk acknowledgment before it can be switched on. Notify mode queues every trade for your approval instead. Either way, you can pause or stop an agent at any time.
Past and simulated performance does not guarantee future results. Markets can move against a position faster than any stop can act. Losses are possible once live trading is enabled. You are responsible for the agents you fund and the modes you turn on.