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Agentic AI • Explainable • Decision Support

Agentic AI Finance

Accelerate market research and decision support with coordinated AI agents. Unified signals across fundamentals, news, sentiment, and technicals—paired with explainable forecasts and clear trade proposals with risk guardrails.

Unified Signals

Combine fundamentals, news, sentiment, and technicals into a single, consistent view.

Explainable Forecasts

Projections with plain‑language rationale and transparent drivers.

Risk Guardrails

Position sizing, stop levels, and portfolio checks before execution.

The Agent Team

Fundamentals

Earnings, valuation, quality, and risk flags.

News

Macro, events, and catalysts shaping price action.

Sentiment

Social and media mood with momentum signals.

Technicals

Price structure, trends, and signal confluence.

Researchers

Bull/bear debate to stress‑test each thesis.

Risk & Portfolio

Sizing, exposure, and drawdown protection.

Sample Trade Proposal

Mock Data
AAPL • 1D Trend & 10-Day Forecast
Historical
Forecast
196.00182.10Today
Illustrative only. Not investment advice.
Ticker
AAPL
Timeframe
1D
Entry
$188.40
Stop
$182.90
Rationale
  • Positive earnings revision and stable margin profile
  • News flow favors hardware refresh cycle
  • Price above 50/200 MA with bullish momentum
Risk
  • Earnings date in 9 days—heightened gap risk
  • Sector rotation may cap upside
Plan
  • Initial risk: 0.75% of portfolio
  • Trail stop to breakeven at +2R
  • Scale out 50% near $198

Explainability

Model choice
Selected seasonal model with trend component due to weekly pattern and holiday effects.
Drivers
Revenue momentum, device cycle chatter, and improving consumer sentiment.
Confidence
Moderate—watch for macro prints and supply chain headlines.

Idea Vetting

Turn a ticker or thesis into a concise brief with aligned signals and risks.

Earnings Prep

Summarize street expectations, recent news, and scenario plans ahead of reports.

Portfolio Checks

Review exposure, position sizing, and stop logic before any change.

Data Inputs

Fundamentals
Earnings, valuation, quality metrics
News
Macro events, catalysts, headlines
Sentiment
Social/media mood and momentum
Technicals
Trends, levels, confluence signals

Roadmap

Backtesting StudioPlanned
Evaluate strategies over historical data with explainable logs.
Broker IntegrationsExploring
Connect to major brokers for seamless order routing.
Team WorkflowsDesign
Notes, approvals, and shared playbooks for teams.

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