How it works

Your accounts and research, together.

Move between your account information, market research, and recorded activity without piecing everything together from separate screens. Here's what each part of the app is for.

§ 01

Check your accounts

The dashboard brings together account information and recent activity.

Review available balances, positions, and recorded orders.
Check connection status and update times before relying on a number.
The accounts and fields shown depend on the connection and the information the broker supplies.

§ 02

Research a market

Look up symbols, keep a watchlist, and review available market data.

Data access depends on your provider, account permissions, and subscription.
A quote may be delayed or unavailable; a connection alone does not guarantee real-time data.
Commodity data through AiQ is a separate connection, not a built-in feed for every account.

§ 03

Test an order

Order handling is being checked with paper accounts, which use simulated money.

Alpaca paper is the first broker we're validating.
Supported order types depend on the broker and the tests completed for it.
Submission, fills, cancellation, and recovery after a lost connection must all be checked before broader use.
Live trading is not offered as part of this pilot.

§ 04

Review AI research

Choose a topic and review an AI-generated analysis. In the app, a saved research setup is called an agent.

Research can draw on prices, news, or company information when the connected tools provide it.
An AI provider must be configured before analysis can run.
Treat an AI confidence score as a model estimate, not the probability that a trade will succeed.

§ 05

Look at recorded results

Analytics summarize the trades and account data available to the app.

Review trade history, profit and loss, and results grouped by agent.
Missing fills, fees, or earlier account history can make a report incomplete.
Risk calculations and portfolio suggestions are still under review; they are not a replacement for checking broker records.

§ 06

Set up connections

Use the signed-in app to add your own broker or provider keys. Ask us which connections are ready for your test.

Broker keys saved through the connection flow are encrypted in the database.
Connections belong to their owner. Explicit workspace sharing is planned, not currently offered.
A successful connection test checks access, not every trading or data feature.
Use a separate connection for a different broker or paper/live environment.

Next step

Does this fit how you work?

Tell us what you trade and which tools you already use. We'll discuss what the pilot can support.

Talk with us