Compare your watchlist
Scan selected stocks or crypto over a period you choose. Compare price moves, investigate the news behind them, and see which developments relate to your research question.
Premiss agents
Give your agent a trading brief. It researches the market, makes decisions, and places trades through your connected account. You set the markets and position limits, and choose whether it acts automatically or asks for your approval.
“Research my crypto watchlist and trade when the evidence supports it. Stay within my position limits and explain each decision.”
Runs on your schedule. Records each trading decision.
Market research
Follow a company, compare a watchlist, or revisit a thesis. The agent connects market observations with the sources you need to assess them.
Scan selected stocks or crypto over a period you choose. Compare price moves, investigate the news behind them, and see which developments relate to your research question.
Review company filings and announcements alongside market data. Follow source links, check publication dates, and ask the agent to distinguish a reported fact from its interpretation.
Ask what contradicts your thesis, which assumptions need testing, and what would change the decision. Save findings and corrections for the next review.
Scheduled tasks
Give one agent several assignments: a morning market scan, a filing review, and a weekly thesis check. Each keeps its own schedule and report destination.
Name the markets, the question, and the sources that matter. Ask for a market scan, a filing review, or a second opinion on your trading thesis.
Choose when the task runs, where reports go, and whether the agent can suggest or take a trading action. Start with research or paper trading when evaluating a new approach.
Review what changed since the last run. Follow the sources, correct an assumption, or narrow the question for the next check.
Trading permissions
Keep a task focused on research, review each proposed trade, or authorize automatic trading with defined limits.
Receive findings with source links and open questions. Follow up in chat and keep the trading decision with you.
Read the proposed position, its rationale, and the evidence that would invalidate it. Decide whether to approve the trade.
Set the permitted markets and position limits. The agent sends trades to your connected service, where you manage order execution.
Research coverage and trading support are different choices. You can investigate stocks and crypto; order execution depends on the markets and instruments supported by your connected destination. Explore integrations.
Example briefs
Adapt the markets, sources, and schedule to the question you want answered.
Compare the latest completed daily candles for Bitcoin, Ethereum, and Solana. Summarize the largest moves, check the relevant news, and link to the sources. Flag anything you could not verify.
Review NVIDIA’s latest company filings. Compare the revenue outlook and stated risks with the previous filing. Explain what changed and cite the relevant sections.
Revisit my Bitcoin trend thesis each week. List the evidence for and against it, identify assumptions that no longer hold, and suggest a test for each proposed change.
Research my selected crypto markets and propose positions with a clear rationale. Paper trade the approach first, then use my connected destination within the trading limits I authorize.
Questions
It uses market data, filings, web research, and saved findings to investigate a question. It can return a report, propose a trade for your review, or trade through a connection you authorize. Each task has its own instructions and schedule.
Describe the markets, question, and sources to check. Save the task with a frequency, timezone, and report destination. You can run it on demand or let it recur, then edit or pause it when your brief changes.
Yes. Research tasks can end with a briefing, a saved finding, or feedback on a thesis. You only need a trading connection when you want the agent to place trades.
Yes. Enable automatic trading, connect a supported destination, and define the markets, position limits, and conditions for action. The receiving service executes the orders using its account settings. You can pause automation or require your review before a trade.
A strategy bot evaluates defined rules against market data. An AI agent can investigate new evidence and use it to form a trading decision. They can reach different conclusions from the same market. Use a strategy bot when you want fixed, testable rules, or an agent when the task calls for ongoing research and judgment.
Yes. Saved tasks run in the background. The agent keeps its assignment and recorded findings between runs, then sends the next report to your selected destinations. You can return later to review the work.
Read reports in the agent’s chat, collect them in the Desk, your shared research space, or send them to a connected Discord channel. Each task can report to a different place.
Start with a clear objective and a paper trading period. Compare the agent with a simple benchmark and your existing strategy over the same dates and markets. Review drawdowns, turnover, fees, and the evidence behind each decision. A convincing explanation or a profitable historical period does not establish future performance.
Your first assignment
Choose the markets, connect an account, and set its limits.