Introduction
What is an agent?
An agent is an automation you create by describing your intent in natural language. On Obside, anything that runs on your behalf — a scheduled trade, a trading bot, an AI trader, a smart alert — is an agent.
Each agent has:
- A description written in natural language (your intent).
- A code automatically generated by Obside's AI, formalizing this description.
- One or more assets it operates on.
- One or more capabilities enabled (trading, notifications, AI, news).
- A history of backtests and executions.
Types of agents
Depending on what you describe in the chat, the agent takes a different form:
| Type | Description | Typical capabilities |
|---|---|---|
| Scheduled trade | A one-off operation to execute | Trading |
| Trading bot | A strategy following deterministic rules | Trading |
| AI trader | An autonomous agent powered by an LLM | Trading + AI + News |
| Smart alert | A condition that notifies you | Notifications |
| Portfolio monitoring | Continuous tracking of your positions | Notifications |
You can combine multiple capabilities within a single agent — for example, a trading bot that also notifies you of every trade.
The lifecycle of an agent
- Creation — you describe your intent in Obside Chat. The AI rephrases, you confirm, and the agent is created.
- Backtest (for trading agents) — you test the agent on historical data to evaluate past performance. See Backtest an agent.
- Execution — you run the agent on a portfolio, in demo (paper trading) or live mode. See Run an agent.
- Monitoring & adjustments — you review performance, trades, triggered notifications, and iterate via the chat linked to the agent.
All your agents are accessible from the My agents section in the sidebar. You can organize them in folders, filter by capability or status, and find them via search.
You can also share an agent with a public link, and publish it to the Library for the community to copy — or start from an agent someone else published. See Share an agent and Library.
To go further: