PLATFORM GUIDE

Everything inside the AI Trading Copilot

A complete overview of every tool in the platform. 10 features, 9 AI agents, one mission: give you institutional-grade intelligence without the institutional price tag.

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DashboardSignal GenerationAI AgentsBacktest EnginePerformancePortfolioCorrelation MapEconomic CalendarTrading JournalNews Intelligence

Dashboard

Your central hub. View watchlist tickers with live price data, a quick-glance signal feed, portfolio summary, and market overview. Add or remove tickers to customize your monitoring.

Watchlist with real-time price indicators
Latest signal feed with probability scores
Portfolio equity snapshot
Quick-access navigation to all tools

Signal Generation

The core intelligence engine. Enter any ticker and timeframe to run a full 9-agent analysis pipeline. Each agent independently evaluates the asset before the Trader agent produces a probability-based consensus.

Probability score (0–100) — no simple BUY/SELL
Research target and invalidation level
Risk/Reward ratio calculation
Bull & bear case narratives from each agent
Full reasoning chain — no black boxes
Real-time pipeline progress visualization

AI Agents

9 specialized Claude AI agents — Fundamental, Technical, Sentiment, Macro, Order Flow, Regime, Correlation, Quant, and Risk Manager — plus a Trader agent and Risk Gate. Each has unique 3D geometry, latency trace, and strategy tags.

9 analyst agents + Trader + Risk Gate (11 total)
Claude Opus 4 (Trader) + Claude Sonnet 4 (Analysts)
LangGraph DAG with parallel execution
Unique 3D geometric identity per agent

Backtest Engine

Validate strategies against historical data before risking capital. Select a ticker, date range, and strategy, then view the equity curve, trade log, and performance metrics.

80+ peer-reviewed quantitative strategies
Equity curve visualization
Sharpe ratio, max drawdown, and win rate
Strategies from Kakushadze & Serur (2018)

Performance

Track signal accuracy and portfolio performance over time. View historical signal outcomes, hit rates by asset class, and cumulative PnL charts.

Signal accuracy tracking by timeframe
Performance breakdown by asset class
Cumulative PnL visualization
Historical signal outcome log

Portfolio

Paper trading portfolio with virtual $100,000 starting balance. Track open positions, realized PnL, and equity curve. Practice execution without real capital at risk.

Virtual portfolio with $100K starting balance
Open position tracking with live PnL
Trade history and execution log
Equity curve over time

Correlation Map

Visual heatmap showing correlation coefficients between assets in your watchlist. Identify diversification opportunities and avoid overconcentration in correlated positions.

Interactive correlation heatmap
Color-coded negative (blue) to positive (red)
Covers all asset classes in your watchlist
Optimize portfolio diversification

Economic Calendar

Upcoming economic events with impact ratings. View NFP, CPI, FOMC decisions, and earnings dates with previous values and forecast consensus.

High, medium, and low impact filtering
Previous value and forecast consensus
All major global economies covered
Time entries around volatility events

Trading Journal

Record trades, notes, and lessons learned. Build a personal trading log to review decision-making over time and identify behavioral patterns.

Journal entries with tags
Link entries to specific signals
Search and filter past entries
Personal trading knowledge base

News Intelligence

Aggregated market news from major financial sources. Headlines are analyzed by the Sentiment agent and integrated into signal generation for real-time context.

Aggregated headlines from major sources
Sentiment scoring per headline
Ticker-specific news filtering
Integrated into signal pipeline
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