
Evidence-backed trading analysis and execution workspace
Reduce tool sprawl and manual reconciliation while keeping every trade decision reviewable.
- For
- Trading teams and analysts who need automated analysis and execution with a reviewable evidence trail
- Solves
- Trading and data analysis tasks are split across several rented tools, so insights, decisions and execution records are hard to trace and reconcile.
- Delivers
- Reviewed trade decisions, execution records and performance reports
- Built in
- about 6 weeks of creation time, MVP in 7 days
- Investment
- $13,500 for the MVP, $46,000 for the full product
- Run it
- Inside your business, or as part of your offer to clients
What it does
Reduce tool sprawl and manual reconciliation while keeping every trade decision reviewable.
- Automate trade decisions and data processing from permitted inputs.
- Provide a simple interface for beginners and experienced users.
- Track ROI, profit/loss and other performance metrics.
- Record trade history with cumulative profit and loss.
- Integrate with charting tools to mark buy and sell points.
- Support many assets and data sources.
- Clean and prepare datasets automatically.
- Provide interactive visualizations of trends and patterns.
- Build customizable reports for sharing insights.
- Offer AI-generated recommendations with source references.
- Run autonomous agent workflows for research, planning and execution.
- Apply configurable entry, exit and stop-loss risk controls.
- Route orders to reduce slippage and fees.
- Backtest and simulate strategies on historical data.
- Meter agent runs and automation with pay-as-you-go credits.
- Translate plain-English strategy rules into executable bots.
- Include alternative signals such as insider filings and social sentiment.
- Cover screening, backtesting and live deployment in one workflow.
Everything these tools do, in one app
- AI-driven automation Automates tasks such as trade decisions or data processing using AI.Found in DipSway, Algomist, Fere AI
- User-friendly interface Provides an easy-to-use interface suitable for beginners and experienced users.Found in DipSway, Algomist
- Performance tracking Tracks and displays performance metrics like ROI and profit/loss.Found in DipSway
- Trade history Records and shows past trades with cumulative profit and loss.Found in DipSway
- Chart integration Integrates with charting tools to visualize buy and sell points.Found in DipSway
- Multi-asset support Supports trading or analysis across many assets or data sources.Found in DipSway, Algomist
- Automated data processing Cleans and prepares datasets for analysis automatically.Found in Algomist
- Interactive visualizations Provides visual tools to explore data trends and patterns.Found in Algomist
- Custom reporting Allows creation of customizable reports to share insights.Found in Algomist
- AI recommendations Offers AI-generated suggestions to support decision-making.Found in Algomist
- Autonomous agent workflows Agents research, plan, and execute trades without human intervention.Found in Fere AI
- Risk controls Configurable entry/exit rules and stop-loss to manage risk.Found in Fere AI
- Execution routing Optimizes trade routing and fees to reduce slippage and costs.Found in Fere AI
- Backtesting and simulation Validates strategies using historical data and simulated runs.Found in Fere AI, Mobius
- Credit-based model Pay-as-you-go credits for agent runs or automation.Found in Fere AI
- Plain-English strategy input Translates verbal trading rules into executable bots.Found in Mobius
- Alternative signals Accesses non-traditional data like insider filings and social sentiment.Found in Mobius
- End-to-end workflow Covers screening, backtesting, and live deployment in one platform.Found in Mobius
What goes in, what comes out
- Permitted market data
- Account rules
- Plain-English strategy notes
AI drafts, people review. Evidence-backed analysis and reporting workspace.
- Reviewed trade decisions
- Execution records
- Performance reports
How it works
The workflow
- InStart with
Permitted market data, account rules and plain-English strategy notes
- 1
Confirm the buyer's problem and scope
- 2
Collect permitted market data
- 3
Account rules and plain-English strategy notes
- 4
Then follow this sequence: 1
- OutFinish with
Reviewed trade decisions, execution records and performance reports
AI does the heavy lifting, people stay in charge
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One fixed set of permitted markets and account rules; final trade authorization and compliance checks remain human. A model suggestion is never a verified fact, professional decision or authorization to act.
What your team sees
Primary screens: Data and strategy intake, Editable analysis and execution preview, Client report and delivery. Use a thumbnail gallery for workspaces, a large central analysis canvas, and a right-hand panel for data sources, rules and comments. Let users compare strategy versions side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant chart or trade. Make the task-specific outcome reviewed trade decisions, execution records and performance reports visible beside its evidence, review state and value baseline.
Accounts and administration
Workspace ownership, data versions, client comments, approval states, usage allowances, revision limits, download history and a rights record for supplied material. Add organization access boundaries, named reviewers, usage caps, data retention controls, export logs and explicit approval for external actions.
Integrations and data access
Authorized market data providers, broker and exchange APIs, charting tools and reporting destinations. Start with file exchange and validate destination specifications before promising direct execution. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
How we build it
We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.
- 1
Scoping call
Day 1Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.
- 2
MVP
7 daysOne buyer segment, one recurring use case; first modules: automate trade decisions and data processing from permitted inputs; provide a simple interface for beginners and experienced users. Manual review in the loop. Built by our AI software factory.
- 3
Paid pilot
8 daysAccounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- 4
Full product
3 weeksSelf-serve onboarding, billing, monitoring and the wider integration set.
- 5
Run and improve
MonthlyWe host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.
Why we start with an MVP
An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.
- Pick the riskiest assumption. Here: will trading teams and analysts who need automated analysis and execution with a reviewable evidence trail use it to solve "trading and data analysis tasks are split across several rented tools, so insights, decisions and execution records are hard to trace and reconcile"?
- Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
- Run a paid pilot. Agree quality and outcome thresholds before the pilot using this measure: Reviewed decisions per analyst hour and reconciliation corrections after execution.
- Measure, then decide. Track reviewed decisions per analyst hour and reconciliation corrections after execution; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase. Then expand, change course or stop, with evidence instead of opinions.
MVP scope for this solution. Pilot scope: One fixed set of permitted markets and account rules; final trade authorization and compliance checks remain human. Implement one approved input format, a bounded representative case set and the first two task modules: automate trade decisions and data processing from permitted inputs; provide a simple interface for beginners and experienced users. Support the third module with operator review: track ROI, profit/loss and other performance metrics. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
After the MVP. Once paid pilots prove usefulness, automate repeatable reviewed steps and add one verified source integration. Expand supported inputs and case volume only after new evaluation cases pass. Build reusable customer configurations and recurring value reports around reviewed trade decisions, execution records and performance reports. Retain the explicit scope boundary: One fixed set of permitted markets and account rules; final trade authorization and compliance checks remain human.
What the build depends on. Data upload and preview, asynchronous analysis jobs, editable version history, reviewer access and tested export formats. High-fidelity execution requires specialist finance QA. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: One fixed set of permitted markets and account rules; final trade authorization and compliance checks remain human.
Investment
A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.
- Phase 1
MVP
One buyer segment, one recurring use case; first modules: automate trade decisions and data processing from permitted inputs; provide a simple interface for beginners and experienced users. Manual review in the loop.
- Phase 2
Paid pilot
Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- Phase 3
Full product
Self-serve onboarding, billing, monitoring and the wider integration set.
Indicative total, MVP to full product$46,000about 6 weeks of creation time · start with the MVP from $13,500
Running costs per month
A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.
| Stage | Hosting and infrastructure | AI usage | Total per month |
|---|---|---|---|
| MVP and paid pilotabout 3 customers | $50–$100 | $80–$160 | $130–$260 |
| Full productabout 50 customers | $190–$380 | $880–$1,750 | $1,070–$2,130 |
Run it or resell it
For your own team
Trading teams and analysts who need automated analysis and execution with a reviewable evidence trail run it inside the business: permitted market data, account rules and plain-English strategy notes in, reviewed trade decisions, execution records and performance reports out, reviewed by your people.
As part of your offer
Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.
Your brand, or this one
Run it under your own brand, or start from this concept style.
- primary
#719127 - accent
#8d54c9 - surface
#edf1e4 - ink
#22201e
- Headings
- Archivo
- Text
- Lora
- Voice
- Exact, sober, trustworthy
Selling it to your own clients: the go-to-market playbook
Pricing to test
Test a USD 300-1,500 fixed pilot for one defined workspace package. Offer a monthly production allowance after repeat demand. Quote complex multi-market or specialist compliance work separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewed trade decisions, execution records and performance reports. Recurring fees must specify volume, review depth and integration support. For exchanges, test a disclosed coordination or successful-service fee rather than holding customer funds. Reprice only after measuring real delivery labor; platform-build cost is separate from a commercial pilot fee.
Message to test
Reduce tool sprawl and manual reconciliation while keeping every trade decision reviewable. Demonstrate a concrete reviewed trade decisions, execution records and performance reports using the buyer's approved example and show the baseline, corrections and actual delivery effort.
Where to find buyers
Trading teams and analysts who need automated analysis and execution with a reviewable evidence trail professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.
Lead magnet
A reviewed sample reviewed trade decisions, execution records and performance reports from a small authorized input set, with a transparent calculation of reviewed decisions per analyst hour and reconciliation corrections after execution and no promised savings.
The first 30 days
- Week 1: interview five trading teams and analysts who need automated analysis and execution with a reviewable evidence trail and inspect a recent example of trading and data analysis tasks split across several rented tools.
- Week 2: prepare a consented or synthetic demonstration of the three task modules.
- Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
- Week 4: measure reviewed decisions per analyst hour and reconciliation corrections after execution, reviewer effort and repeat-purchase interest. This is a demand-validation plan, not a thirty-day full-product delivery promise.
Paid pilot
Agree quality and outcome thresholds before the pilot using this measure: Reviewed decisions per analyst hour and reconciliation corrections after execution. Continue only if the buyer accepts the actual output, the intended job outcome improves without unacceptable errors, and measured delivery cost fits willingness to pay. Revise or stop if access is unavailable, qualified review cannot be provided, or apparent savings disappear after corrections and support. Use held-out cases when comparing model quality; use a properly reviewed comparison design before making causal claims. Record missing cases and negative results alongside successful outputs.
Success metrics
Reviewed decisions per analyst hour and reconciliation corrections after execution; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.
Retention and expansion
Repeat the workflow when the buyer again needs reviewed trade decisions, execution records and performance reports. Retain permissioned settings and reviewed examples, report realized value honestly, and sell increased volume or adjacent approved workflows only after contribution margin and quality remain acceptable.
Why clients would pick it
A reusable library of approved strategies, execution constraints and review examples, together with reliable delivery for a narrow finance niche. Build a permissioned library of representative task cases, reviewer corrections and verified operating constraints for trading teams and analysts who need automated analysis and execution with a reviewable evidence trail. Repeatable delivery and useful integrations matter more than access to a base model.
Alternatives and positioning
DipSway, Algomist, Fere AI and Mobius, plus spreadsheets and manual broker tools. Compare this product with the buyer's present method on reviewed decisions per analyst hour and reconciliation corrections after execution. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.
Main delivery costs
Model runs, market data feeds, storage, reviewer hours, client revision rounds and licensed source data. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of reviewed trade decisions, execution records and performance reports. Track cost per accepted output, including correction work, unsuccessful cases and support.
Safeguards
Preserve data provenance, source attribution, calculation accuracy and usage permissions. Named reviewers approve substantive changes and execution scope. One fixed set of permitted markets and account rules; final trade authorization and compliance checks remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.