One platform for market research, strategy generation, and autonomous trade execution. AI agents chain 30+ analytical tools, produce structured trade ideas, and manage positions across multiple brokers — with three-layer validation on every order.
Four layers that work together — from raw market data to autonomous order execution
50+ sources across 6 timeframes. Price data, options, indicators, alternative data, news. Automated gap detection and backfill.
Natural language in, structured analysis out. Harold chains 30+ tools automatically to answer any market question.
Order management across equities, options, crypto, and futures. Market, limit, stop, trailing. Paper and live environments.
24/7 conditional execution with kill switch. Each agent monitors, decides, and routes — you set the boundaries. Every cycle logged with reasoning and confidence scores.
The AI research agent chains analytical tools together on every query. Ask a question in natural language — the agent decides which tools to call, in what order, and synthesizes the results into structured analysis.
On Enterprise, the output flows directly into execution as ready-to-trade strategies. One conversation can produce a backtest, a trade idea, and a routed order.
Backtest a covered call strategy on AAPL over the last 6 months, then generate a hedged trade idea with SPY puts sized for $50k max risk.
Backtest: +22.8% return, 79% win rate, -6.4% max drawdown over 6 months.
Trade idea generated: 2-leg hedged covered call. Leg 1: Sell 3x AAPL $245C (monthly). Leg 2: Buy 2x SPY $580P. Net credit: $4,260, max risk: $48,740.
Harold watches your portfolio and the market 24/7. Every meaningful event — price alerts, earnings surprises, position triggers, macro shifts — lands in your personal event journal with AI analysis attached.
No dashboards to check. No alerts to configure. Harold surfaces what matters and explains why.
AAPL Covered Call Wheel — Short call at 82% of max profit with 3 DTE. IV declining post-earnings. Recommend closing to lock gains and rolling to next monthly.
Macro Alert — Fed minutes released. Dovish tone shift detected. Gold/DXY hedge strategy may benefit — reviewing positioning.
Where strategies become live positions. Each strategy is a self-contained execution environment with its own budget, broker connections, lifecycle rules, and a dedicated AI agent
Each strategy is a self-contained environment with its own capital allocation, multi-leg positions across multiple symbols, per-leg broker routing, and lifecycle management. Run dozens of independent strategies simultaneously.
Each strategy gets a dedicated AI agent that monitors at your chosen frequency. Aggregates live market state, open positions, pending orders, and remaining budget into a single context window.
Route different legs of the same strategy to different brokers. Equities on one account, options on another, crypto on a third — each leg independently managed.
Define lifecycle phases — discrete trades, recurring cycles, event-driven rebalances, or persistent positions. Phase transitions happen automatically based on market conditions and strategy rules.
Track every strategy from entry to exit. Compare AI projections against actual results with built-in performance tracking, P&L attribution, and real-time position monitoring.
Each active strategy gets a dedicated agent thread — here's what happens on every cycle
Live market data, current positions with P&L, pending orders, budget state, maintenance prompt
AI evaluates context against strategy rules, invalidation criteria, and market conditions
Outputs structured decision: HOLD, ADD, REDUCE, TAKE_PROFIT, STOP_LOSS, or TRANSITION_PHASE
Approved orders routed to broker via three-layer validation. Full event log with timestamps, reasoning, and order receipts
BUY_TO_CLOSE 3x AAPL 260320C245 @ $1.20 LMT
Every tool returns structured data that can be chained, compared, and built on across queries
Every order — whether placed by you or by the AI agent — passes through three independent validation layers before reaching your broker.
Includes options-specific collateral math for cash-secured puts, covered calls, and naked positions.
Verify broker connection, account status, and asset-type compatibility
Check allocated capital, reserved amounts, and available balance within the strategy
Real-time account balance and collateral verification at the broker level
The platform works with built-in market data out of the box — but Enterprise clients can connect proprietary data feeds that become first-class citizens in every research workflow.
Your data flows through the same pipeline: available in research, backtesting, charting, and agent analysis. No separate system. No export/import.
Push data via authenticated REST endpoints or stream it over WebSocket for real-time ingestion
Define schemas for your proprietary signals, alternative datasets, or internal research outputs
Proprietary data is available to every layer — research, backtesting, the toolset, and autonomous agents — just like built-in feeds
AI research workflows, backtesting, and automated execution for systematic and discretionary strategies.
Research infrastructure and order management integration with existing execution systems.
Structured research, portfolio monitoring, and compliance-ready analytical workflows.
High-throughput data, real-time intelligence, and multi-strategy execution with team controls.
We'll walk you through research, strategy creation, AI agent management, and live execution — on your symbols, with your scenarios.
Enterprise plans require verification of regulatory status or institutional affiliation.