Build Your Expert Agentic AI Investment Desk
Move beyond simple trading bots. Assemble a coordinated team of specialized AI agents that plan, analyze, execute, and manage risk together—just like a professional hedge fund.
Specialized Roles, Coordinated Action
Each agent in your team focuses on a specific domain, ensuring comprehensive market coverage.
Chief Investment Officer
Sets the overall investment strategy and high-level allocation goals based on market conditions.
Market Analyst
Analyzes macroeconomic trends, sector rotation, and global events to provide market context.
Equity Selection Analyst
Reviews market research to select high-potential tickers for deep analysis, balancing current holdings with new opportunities.
Equity Research Analyst
Deep dives into company fundamentals, earnings reports, and news to find high-potential stocks.
Fundamental Analyst
Evaluates financial statements, management quality, and competitive advantages to assess long-term value.
Technical Analyst
Analyzes chart patterns, technical indicators, and price action to identify optimal entry and exit points.
Risk Analyst
Monitors portfolio exposure, volatility, and downside risk to ensure safe trading operations.
Trading Executor
Executes orders with precision, optimizing for price and liquidity while minimizing slippage.
How It Works
Define Your Strategy
Set high-level directives and risk parameters. Choose which specialist agents to include in your team.
Collaborative Analysis
Agents analyze data from their specific perspective—technical, fundamental, or macro—and debate opportunities.
Execution & Review
The Chief Investment Officer synthesizes insights to make trade decisions, while the Executor handles the order. The team continuously reviews performance.
Ready to Deploy Your Team?
Start with our pre-configured templates or build your custom agent team from scratch.
Launch Sandbox