Documentation
How the agent actually works
The deeper breakdown behind the homepage — configuration, risk controls, lifecycle, transparency, and the things that are genuinely not settled yet.
Overview
A customizable trading agent that trades tokenized stocks for you. Instead of manually watching charts, finding entries, setting exits, and managing positions all day, you create an agent and tell it how you want it to trade.
The agent continuously watches the tokenized stock market, looks for setups that match your rules, executes trades, manages open positions, and follows the strategy and risk limits you chose.
This is not simply copy trading and it is not a single black-box bot. You control the strategy. The agent is the execution layer.
How it works
- 1. Create an agent
- Start with a preset strategy or build one from scratch.
- 2. Choose what it can trade
- Individual tokenized stocks, selected sectors, or a custom watchlist.
- 3. Set the strategy
- Dip buying, momentum, breakout, mean reversion, DCA, rebalancing, or custom rule combinations.
- 4. Set risk controls
- Maximum position size, maximum daily loss, stop-loss rules, take-profit rules, trade frequency, and cash reserve.
- 5. Fund the agent
- Capital is used only within the limits you configured.
- 6. It runs
- The agent watches the market and executes when its conditions are met.
- 7. You stay in control
- Pause, edit, withdraw from, or shut down the agent whenever you want.
What you can customize
The main product is not one trading bot. It is a framework for creating many different trading agents, along seven dimensions.
- Assets
- Choose exactly which tokenized stocks the agent is allowed to trade.
- Entry logic
- Define what has to happen before the agent buys.
- Exit logic
- Define profit targets, stop losses, trailing exits, or time-based exits.
- Risk
- Cap exposure per trade, per asset, or across the entire portfolio.
- Frequency
- Make the agent conservative, balanced, or highly active.
- Portfolio rules
- Define allocation targets, rebalancing rules, and minimum cash levels.
- Behavior
- React to volatility, price moves, trend changes, or other supported market signals.
Strategies and example agents
Supported strategy types include dip buying, momentum, breakout, mean reversion, DCA, rebalancing, and custom combinations of rules. The six agents below are starting points, not fixed products — every one of them is editable.
- Dip Buyer
- Buys selected tokenized stocks after predefined drawdowns and takes profit on recoveries.
- Momentum Agent
- Enters assets showing strong price momentum and exits when momentum fades.
- Blue-Chip DCA
- Accumulates a chosen set of tokenized stocks on a schedule or after pullbacks.
- Portfolio Rebalancer
- Keeps a user-defined tokenized stock portfolio near target allocations.
- High-Conviction Agent
- Trades a small watchlist with tighter entry conditions and larger allowed position sizes.
- Defensive Agent
- Prioritizes capital preservation with smaller positions, strict stops, and higher cash reserves.
These descriptions describe behavior, not expected returns. No strategy on this page is a recommendation, and none of them has a published track record.
Risk controls in detail
Risk settings are the boundary the agent executes inside. Capital is used only within the limits you configured, and the agent cannot trade past them.
- Maximum position size
- The largest share of the agent’s capital any single position may take.
- Maximum daily loss
- A loss ceiling for the day. Once reached, the agent stops opening new positions.
- Stop-loss rules
- Fixed, trailing or time-based exits for when a trade goes against you.
- Take-profit rules
- Profit targets that close a position without supervision.
- Trade frequency
- Conservative, balanced or highly active — how often the agent may act at all.
- Cash reserve
- A minimum cash level the agent is never allowed to deploy.
- Exposure caps
- Separate limits per trade, per asset, and across the entire portfolio.
- Asset permissions
- A hard allowlist. An agent cannot touch an asset you did not permit.
Limits reduce exposure. They do not eliminate loss. A market can gap straight through a stop-loss, liquidity can disappear, and systems can fail. Your capital is at risk.
Agent lifecycle
An agent is something you create, fund, supervise and can end. Nothing about it is permanent.
- Create
- Name the agent, select its market, give it a strategy, choose its risk level.
- Fund
- Add capital. The agent may only use it inside your configured limits.
- Run
- The agent watches the market and executes when its conditions are met.
- Pause
- Stops new entries. You stay in control of the open positions.
- Edit
- Change assets, rules, risk limits or frequency at any time.
- Withdraw
- Take capital back out.
- Terminate
- Shut the agent down entirely.
You can run multiple agents at once, each with a different strategy or portfolio — for example a defensive agent and an active one side by side.
The dashboard
The experience should feel closer to creating a character or configuring an AI assistant than setting up a traditional trading bot. Once an agent is live, the dashboard answers four simple questions.
- What is my agent watching?
- The assets you permitted, and how close each is to triggering a rule.
- What does it own?
- Open positions, allocations, and the cash reserve it must leave untouched.
- What has it done?
- Trade history, with the rule that triggered each action.
- How is it performing?
- Position-level and portfolio-level PnL, and the current strategy state.
Transparency
Every action the agent takes is recorded with the rule that caused it. You should never have to guess why a position was opened, closed or skipped.
Tokenized stocks make this especially powerful, because the assets can live in programmable on-chain markets. That creates a path toward agents that execute, manage capital, and report performance transparently from one interface.
Availability, fees and token
The announced launch moment has passed without a published contract address. The rest is commonly asked about and genuinely not settled yet — rather than publish a placeholder that reads as real, this site leaves it blank.
- Launch
- The announced moment has passed and no contract address has been published, and no new date has been set. Treat the product as not yet live; the contract slot on the homepage is where an address will be confirmed.
- Fees
- Not published. They will be stated plainly before you are asked to fund anything.
- Asset list
- The specific tokenized stocks available at launch have not been published.
- Token and contract address
- No contract address has been published. At launch it appears in the contract slot on the homepage with a copy button, and this site will not carry a fake one in the meantime.
Glossary
- Tokenized stock
- A stock exposure represented as an on-chain token, so it can be held and traded in programmable markets.
- Agent
- A configuration you create — assets, entry logic, exit logic, risk limits and frequency — that executes on your behalf.
- Entry logic
- The conditions that must be true before the agent buys.
- Exit logic
- The conditions under which the agent sells: target, stop, trailing stop or time.
- Drawdown
- A fall from a recent high. Dip-buying rules are usually written against one.
- Position size
- How much of the agent’s capital a single holding takes.
- Cash reserve
- Capital the agent is required to leave undeployed.
- Rebalancing
- Trading back toward target allocations when holdings drift away from them.
- PnL
- Profit and loss — realised from closed trades, unrealised on open ones.
Risks
Read this section as carefully as the rest of the page.
- Your capital is at risk. You can lose money, including the entire amount you fund an agent with.
- Past performance is not indicative of future results. Every figure, chart and agent example on this site is illustrative, not a track record.
- Nothing here is investment advice or a personal recommendation, and nothing takes account of your objectives, financial situation or needs.
- Automation does not remove market risk. A rule can fail to fill, fill at a worse price, or be overtaken by a gap in the market.
- Technical failure is possible: outages, data errors and failed transactions can all affect execution.
- Tokenized assets carry their own risks, including liquidity, custody, smart-contract and counterparty risk.
- Availability may be restricted in some jurisdictions, and it is your responsibility to check whether you may use the product where you live.