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AITrader
The operating system behind the portfolio

From fresh data to broker truth.

The model proposes. Deterministic code disposes. Everything published here is recomputed from the same ledger the agent trades against, and the parts that protect capital deliberately sit outside the model.

15:00 ET
Funded decision window
14:55 ET
Required price snapshot
Webull
Funded broker
v4.7
Live strategy contract
Fail closed
Stale or unverified means no trade

Seven checks between an idea and the public record

A healthy container is not treated as proof of a successful session. The system distinguishes a deliberate hold, a blocked order, an incomplete run, and a broker-confirmed trade.

  1. 01

    Fetch

    Open prices for the whole universe land at 09:30 ET from Alpha Vantage.

  2. 02

    Snapshot

    Intraday quotes at 11:30 and 14:55 ET write today's tradable bar.

  3. 03

    Gate

    The session refuses to open unless today's bar passed its freshness check.

  4. 04

    Decide

    The model reads the regime, screens the universe, and proposes orders.

  5. 05

    Enforce

    Deterministic code checks position, cash, allocation and order-count limits.

  6. 06

    Route

    Surviving orders go to the broker; only confirmed fills touch the ledger.

  7. 07

    Publish

    After the close, marks settle and the whole record is pushed to this site.

Judgment and enforcement are deliberately separate

The model is useful for synthesising many signals and explaining a portfolio choice. It is not trusted to police its own limits. Risk-critical rules live at the order boundary, after the model speaks and before money moves.

The model decides
  • Which regime the market is in, and how aggressive to be inside it.
  • Which candidates from the screened universe are worth researching.
  • What to buy or sell, at what size, and why — in its own words.
The code enforces
  • Hard allocation ceilings per asset class, and a cash band with a hard ceiling.
  • Maximum position size, order notional, and one buy per symbol per session.
  • Stale-price refusal, and rejection of any order the broker cannot confirm.

Every number says when it was true

Trade prices and portfolio marks are different facts. Broker fills preserve the actual execution. Intraday marks estimate the current book. The post-close settle updates market value without rewriting historical cost basis.

  1. 09:30 ET

    Open prices

    The universe is refreshed for the day.

  2. 14:55 ET

    Tradable bar

    The snapshot the agent is actually allowed to price against.

  3. 15:00 ET

    Execution

    Fills come back from the broker with their own price and quantity.

  4. 16:30 ET

    Settle

    The official close replaces the snapshot for marking, not for cost basis.

Return alone is not enough. The pages show the edge.

Performance is measured on the same date range and base value for the funded account and its benchmarks. "Alpha" here is the arithmetic percentage-point difference over the displayed live period — not a regression intercept, and not annualised.

The blended benchmark

A static buy-and-hold basket rebased to the account’s starting capital on its first trading day. Each leg keeps the colour it wears on the performance charts.

  • QQQ50%
  • URTH30%
  • SPY20%
Why research is not ranked

Research agents began on different dates with different capital. Putting them in one league table would imply a like-for-like comparison the data does not support, so each is shown on its own history against the same benchmarks.

“Other” is a risk sleeve, not an explanation

Hard strategy limits and economic meaning are two different questions, so they appear as two separate views: what the portfolio owns, and what the code enforces.

Economic exposure · descriptive

What the money is actually exposed to — AI compute, optical networking, precious metals, country equity. This is for understanding, and it carries no limits.

Policy sleeves · enforced

MAG 7, Commodities, International, Other and Cash. These are the buckets the trade tool checks before an order is allowed through, each with a hard ceiling.

A report only after money actually moves

The reporting system watches confirmed live fills already written to the ledger. It does not trigger trading, and a mail-provider failure cannot change or delay a broker action.

The same evidence is published here. The decision ledger holds every session with its tool sequence and broker confirmations; the portfolio page holds current positions and the limits they were checked against.