AI Trade Desk

A tool-calling agent that researches and trades — inside your guardrails

Paper trading · no real money

Trade Desk Agent

built-in planner · guardrailed · paper

Ask the agent to research or trade

It calls tools — quotes, screeners, technicals, prediction odds — and can place paper orders through your guardrails.

Agent Toolbelt

10 tools
get_quote

Fetch the latest price and 24h stats for a symbol.

list_market_movers

List the biggest gainers and losers across the tracked universe.

screen_assets

Filter the universe by type and/or minimum 24h change to surface candidates.

technical_analysis

Run a quick technical read (trend, RSI proxy, support/resistance) on a symbol.

fair_value

Estimate a fair value and implied upside/downside for a symbol.

get_fundamentals

Fetch real company fundamentals: P/E, margins, revenue growth, ROE, debt, dividend, 52-week range, sector/profile.

get_news

Fetch the latest market news headlines, optionally for a specific symbol.

get_prediction_markets

Fetch top Polymarket prediction markets and their implied odds (read-only).

get_portfolio

Read the current paper account: cash, equity, and open positions.

place_orderWRITES

Place a buy/sell order. Routed through guardrails and the active execution mode (paper/suggest). Never trades real money in this build.

Trade Journal

0 entries

No trades yet. Ask the agent or run a routine.

AI Model — Bring Your Own Key

no key set
Model
Get a Claude key
Your key is stored in this browser only and calls Claude (Anthropic) directly — never IPUM's servers. This key powers every AI feature in IPUM (Trade Desk agent, Ask IPUM assistant, and AI analysis). Clear it any time.

Execution Mode

Paper Account

Equity
$100,000
Cash
$100,000
Total P/L
+$0
Return
+0.00%
0 open positions · AUD · started $100,000

Guardrails

Every order — yours, the agent's, or a routine's — is checked against these before it can fill.

Autonomous Routines

Momentum Scanner
momentum · $2,500/pos · min 55