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Act on Trade Insights as the market moves

You already get recommendations on the book. Agents can follow through — buy, replace, or close — as prices and signals change, throughout the US trading day, on the weekdays you allow.

Follows Trade Insights Throughout the trading day Pause, skip, or get email
See it on a demo book Open Trade Insights

Same book. Fresh picture. Then follow-through.

Trade Insights tell you what looks right on this portfolio right now. Agents work from that same picture as quotes and signals update — throughout the US trading day, on the weekdays you allow.

  • Buys when cash should go to work.
  • Replacements when a held name should swap.
  • Closes when a name should come off the book.
See Trade Insights

Automation does not mean you disappear

Turn it off whenever you want. If today’s pick is wrong for you, skip today's pick and the book waits. If you want a ping instead of watching the screen, turn on email when a trade happens.

  • Pause anytime — nothing else runs until you turn it back on.
  • Skip today's pick without rewriting your rules.
  • Email is optional. You choose whether you want the note.
Open Agents

See the day the way the product sees it

You are not guessing what ran in the background. Today's book, would execute, blocked, recent fills, and decision skips sit in one place — with a plain-language reason when something does not go through.

  • Today's book is the live slate.
  • Would execute vs blocked tells you what passed and what did not.
  • Recent fills and decision skips close the loop.
See today's workflow

You set how aggressive this is

Agents are customizable. A few examples: close at your stop, keep a cash cushion, only replace a name if the new one is clearly better. Settings has more — including skipping a pick that is not confident enough, and a year-to-date gain and loss band if that matters to you.

  • Will not replace a name unless the new one is clearly better.
  • Will not take a weak-confidence pick.
  • Can respect a year-to-date realized gain and loss band.
See Settings examples

Go back and read what happened

History is the decision log plus the trades already placed. If something skipped, you get the reason in ordinary language — not a code you have to decode.

  • What ran, in order.
  • What it skipped, and why.
  • The orders that already hit the book.
Open History

Try it

Use it on a TRINITY demo book

This is the same Agents workspace you get on a signed-in portfolio. Click around. Then open Trade Insights if you want to see the recommendation side first.

Open Agents Open Trade Insights