Agents

Use agents for structured research, trade analysis, portfolio monitoring, and controlled automation.

Agent-assisted research and trading workflows with broker-aware context, risk controls, and auditability.

Agent capabilities

Agents are designed to assist decisions and execution workflows; they should not bypass risk, approval, or account controls.

Analyze symbols with broker, market, portfolio, and news context.
Summarize trade setup quality, constraints, open exposure, and risk state.
Surface follow-up questions when data is missing or a live action needs confirmation.
Keep agent output tied to logs, routes, and explicit execution controls.

The public site keeps machine-readable metadata available for approved integrators while keeping the visible experience focused on human operators.

Public information is safe to read and summarize.
Private account data requires authenticated platform access.
Agent-assisted actions remain bounded by approval and risk controls.
Machine-readable discovery remains available without cluttering the user interface.

Start with paper trading, connection health, and account-scoped controls before live actions.