Product capabilities

One copilot, from understanding to execution

A factual catalogue of the capabilities currently available in Obside, from portfolio analysis and market monitoring to backtesting and automated orders.

14live capabilities documented below

Interface

AI Trading Copilot

Describe a trading idea in plain language and the assistant turns it into a running automation. No code, no form-filling — just a conversation that maps your intent to monitored conditions, sized orders, and risk limits.

Built for

Traders who want algorithmic execution without a quant background

Setting up a DCA plan by describing it in one sentence
Translating a complex multi-condition strategy into an automation without writing rules
Asking the assistant to explain or modify an existing automation

Automation

Automated Agents

Persistent agents that watch markets and execute trades around the clock against the rules and AI-driven logic you define. Agents can be paused, resumed, and adjusted without rebuilding the workflow from scratch.

Built for

Active traders and strategy builders who want hands-off execution

Running a strategy 24/7 without manual intervention
Reacting to price, indicator, news, or macro triggers as they happen
Coordinating multiple strategies across one or several accounts

Research

Backtesting Engine

Replay a strategy against years of historical data in minutes and get the full performance breakdown — equity curve, Sharpe, max drawdown, win rate, slippage assumptions — before risking a single euro.

Built for

Strategy builders, risk-conscious traders, anyone validating a thesis

Validating an idea before deploying it live
Stress-testing a strategy across multiple market regimes (2018 bear, 2020 crash, 2021 rally)
Comparing parameter variants without re-running everything manually

Research

Paper Trading

Run an automation against live market data without sending real orders. Same conditions as production — same slippage modeling, same risk controls — but no capital at risk.

Built for

Beginners and strategy builders bridging backtest to live

Validating a freshly built strategy on live data before going live
Onboarding a new user without putting their funds in play
A/B testing strategy variants in parallel

Execution

Live Order Execution

Once an automation is approved for live, orders route to the connected exchange or broker accounts in real time, with the same risk controls applied at the moment of execution.

Built for

Approved live traders running automations in production

Taking an automation from paper to production without reconfiguration
Routing orders across multiple connected accounts from a single agent
Applying position-sizing and stop logic at execution time, not after

Data

Multi-Market Coverage

One interface, one conversation, multiple markets: crypto on major exchanges, plus equities, ETFs and options through your connected brokerage accounts. A single prompt can fan out across asset classes.

Built for

Diversified traders, multi-asset portfolio managers

Building a diversified portfolio that mixes crypto and equities under the same rules
Avoiding the context-switch between specialized crypto bots and equities tools
Hedging a crypto position with an equities or options leg under one automation

Execution

Risk Controls

Position sizing, fixed and trailing stops, drawdown caps and leverage limits are applied at the moment of order placement — not bolted on after the fact. Configurable per automation.

Built for

Any trader serious about capital preservation

Capping how much capital a single agent can put to work
Walking away from a position automatically when a drawdown limit is breached
Protecting open positions with trailing stops

Research

Composite Market Signals

A library of proprietary signals built from non-price data — news flow, OSINT, macro indicators, sentiment — combined into composite scores you can plug directly into an automation's trigger logic.

Built for

Traders who care about why the market is moving, not just that it is

Triggering an automation when macro regime shifts (rate cycles, ECB/Fed events)
Reacting to crypto-specific news flow without writing your own scraper
Layering fundamental signals on top of a technical strategy

Data

Market Monitoring & Alerts

Standing watch on price levels, technical indicators, news events and macro releases. Alerts fire to Telegram, WhatsApp, email or push — or trigger an automation directly.

Built for

Time-poor traders, news-driven strategies, anyone tired of TradingView popups

Knowing when an indicator crosses a threshold without watching charts
Reacting to news in seconds instead of minutes
Building an event-driven strategy that listens for releases like CPI or FOMC

Platform

Performance Analytics

Every fill, every slippage, every commission tracked. Standard metrics (Sharpe, Calmar, Sortino, max drawdown, win rate) calculated automatically and exportable for tax or review purposes.

Built for

Anyone running more than one automation, accountants

Reviewing whether a strategy is actually working as intended
Comparing variants of the same automation
Exporting trades for accounting and tax reporting

Execution

Multi-Account Orchestration

Connect several exchange or broker accounts under one cockpit and let a single automation orchestrate orders across them. Built for personal portfolio management spanning multiple venues — not for copy trading or social replication.

Built for

Investors and active traders managing their own portfolio across more than one account

Unifying a personal portfolio that lives across crypto exchanges and stock brokers
Splitting capital across venues to reduce single-platform risk
Running paper alongside live for the same strategy to compare without doubling the workload

Automation

Custom ETF Builder

Compose a personal index from any combination of stocks, ETFs, crypto, or options, set the target weights, and let an automation rebalance it on the cadence you choose. No ETF management fee — only your broker's standard costs.

Built for

Long-term investors who want index-like exposure without management fees

Building a thematic basket (AI exposure, clean energy, etc.) without paying an expense ratio
Maintaining a target allocation across mixed asset classes (equities + crypto + cash)
Replacing an off-the-shelf fund with a transparent, personalized version you fully control

Interface

AI Portfolio Insights

Continuous AI analysis of your portfolio — concentration risk, factor exposure, correlation drift, missed opportunities. Insights surface in your dashboard automatically, or you can ask the chat assistant directly.

Built for

Anyone holding a portfolio of more than a few positions

Spotting that your portfolio became unintentionally over-exposed to one factor
Asking the chat 'how would a 10% rotation from crypto to bonds change my risk?'
Getting flagged automatically when a holding moves outside its expected band

Data

Exchange & Broker Coverage

Crypto on major exchanges including Binance, Kraken and Hyperliquid; equities and options through leading brokers across the US, Canada, Europe and beyond. All accessible from the same chat, same automations, same backtests.

Built for

Traders specific to one ecosystem, multi-venue traders

Trading on a specific exchange without learning its API
Switching exchanges later without rewriting your strategy
Comparing the same idea's performance on two different venues

Start with a portfolio, then decide what to automate

Obside starts free. Connect an account or use a demo portfolio before enabling any live execution.

Try Obside