trading ai agents
51 articles in this collection
Agentic AI in Finance: From Chatbots to Portfolios
Agentic AI is moving finance from text generation to action-taking. Where firms deploy it first, what the 2026 adoption data shows, and what it means for your money.
9 min readAgentic Trading in 2026: Five Trends That Matter
Where agentic trading is actually heading in 2026 — adoption data, plain-language interfaces, guardrails, multi-agent designs, and a rising evidence bar.
9 min readAgentic Trading vs. Algorithmic Trading: Where They Meet
Agentic trading is not a replacement for algorithmic trading. It is a new interface and reasoning layer on a discipline that still supplies the rules.
9 min readAI Agents for Stock Trading: What Works in 2026
Stock markets close, gap, and halt. Here is what AI trading agents genuinely do well in equities, what they cannot fix, and how to run one safely.
10 min readAI Agent vs. Trading Bot: What's Actually Different?
Bots run fixed if-then rules; agents interpret intent and context. The honest comparison, the marketing tells, and when a plain bot is the better buy.
10 min readAI Agents for Day Trading: Hype vs. Reality
An honest look at what AI agents for day trading can and cannot do. The best use isn't finding trades. It's enforcing the stop you'd otherwise ignore.
9 min readBuild Your Own ETF With AI: Personal Index, No Fund Fee
Thematic ETFs charge 0.4–0.9% a year for a basket you can often replicate yourself. How to design a personal index, validate it, and let an agent maintain it.
10 min readAI for ETF Investors: Automation Beyond Set-and-Forget
ETFs already solve diversification. What AI adds is discipline: overlap detection, drift alerts, and rebalancing that happens when you would flinch.
10 min readAI Hallucinations in Trading: Guardrails Beat Blind Trust
Why language models invent numbers, what that means when money is attached, and a checklist for judging whether any AI trading product can hurt you.
10 min readAI for Long-Term Investing: Slow Money, Sharp Tools
How AI helps long-term investors: automated contributions, band rebalancing, drift alerts, and rules written in calm times. The enemy is activity.
9 min readPaper Trading an AI Agent: Test Before You Trust
A backtest validates your strategy. AI paper trading validates the agent itself: triggers, sizing, edge cases. What to watch, how long to run it, and when you're ready for live.
10 min readAI Portfolio Rebalancing: Set Your Targets, Automate the Rest
Portfolios drift; discipline shouldn't. How calendar and threshold rebalancing work, why humans defer at the worst moments, and what an AI agent adds beyond the rules.
10 min readAI Trading Agent vs. Robo-Advisor: Different Machines
Robo-advisors decide for you; AI trading agents execute your own rules. Compare control, fees, transparency, and failure modes to pick the right machine.
9 min readAI Trading Agents Explained: How They Actually Work
The five layers inside every serious AI trading agent — perception, reasoning, tools, memory, guardrails — traced through one complete decision cycle.
10 min readWhat AI Trading Actually Costs (Fees, Spreads, Slippage)
The full AI trading cost stack, itemized, then one strategy run at 5 vs 50 trades a month so you can see exactly what frequency costs you.
10 min readGuardrails for AI Trading Agents: Limits That Save You
Seven guardrail layers for AI trading agents, with the failure each one prevents, how to size it, and a sensible default. The reference for making autonomy survivable.
10 min read10 AI Trading Mistakes That Cost Real Money
Each mistake gets the why and the fix: skipped paper runs, unexplainable backtests, vague prompts, missing invalidation rules, oversizing, autonomy creep, and more.
10 min readHow Regulators See AI Trading: A Plain-English Overview
What AI trading regulation actually says in 2026, from FINRA's oversight themes to the EU AI Act, and the rule that holds everywhere: you own your trades.
10 min readThe Real Risks of AI Trading Agents (and the Fixes)
Seven AI trading risks ranked by likelihood and blast radius, from overfit backtests to leaked API keys, with the specific fix for each one.
9 min readAI Agents vs. Copy Trading: Own Your Logic Instead
Copy trading borrows a stranger's decisions; an AI agent runs yours. A fair look at leader incentives, opacity, and who should honestly choose which.
10 min readAutomated Dollar-Cost Averaging, With an Agent's Discipline
DCA works because it removes decisions. Automation removes the skipped buys too. Set up condition-aware DCA honestly, including why lump-sum investing usually wins on paper.
10 min readHow to Backtest an AI Trading Agent Before Going Live
A regime-by-regime method for backtesting agentic strategies, the report numbers that actually matter, and why LLM-driven backtests flatter themselves.
9 min readBacktest Overfitting: When Great Results Are a Trap
Curve-fitting, survivorship, lookahead, and the new one: LLMs that memorized the test period. How to spot inflated results and validate strategies that survive live markets.
10 min readChatGPT for Trading: Useful Assistant, Terrible Trader
ChatGPT explains, critiques, and brainstorms well, but it can't see live prices, place orders, or stop hallucinating numbers. Here's how to use it safely.
10 min readConnecting Your Broker to an AI Agent: Safety Checklist
API keys, OAuth aggregators, MT5: how broker connections to AI agents actually work, plus the safety checklist that keeps a compromise annoying instead of catastrophic.
10 min readCrypto AI Agents: Automating a Market That Never Sleeps
Crypto trades around the clock and punishes emotion. Here is how a crypto AI agent handles funding rates, weekend liquidity, and exchange risk.
10 min readDividend Portfolio Automation: Income on Rails
Reinvestment rules, screens with payout-ratio caps, ex-date calendars, and drift control: how an agent runs the mechanics of an income portfolio while the thesis stays yours.
10 min readEarnings Season on Autopilot: Agents for Reporting Weeks
Earnings are scheduled single-stock volatility. Here are the agent patterns that survive reporting weeks, and why holding through the print for a beat is a bet.
10 min readFrom Rule-Based Bots to AI Agents: A Short History
Four decades of trading automation in one read: program trading, HFT, retail crypto bots, and today's AI agents. What each era made possible, what blew up, and which lessons survived.
9 min readForex AI Agents: Opportunities and Hard Limits
What a forex AI agent can genuinely automate in a 24/5 leveraged market, and where retail spreads, slippage, and broker variance set hard limits.
10 min readHow to Choose an Agentic Trading Platform: 12 Criteria
A due-diligence checklist for agentic trading platforms. Twelve criteria, the exact question to ask for each, and the answer that should make you walk away.
9 min readHow to Create an AI Trading Agent (No Code Required)
A practical seven-step path from an idea written in plain English to a live AI trading agent, with what good looks like and the mistake that ruins it at every step.
9 min readHuman-in-the-Loop Trading: Why Full Autonomy Is a Trap
What you keep, what the machine takes, and how to design approval gates that protect you without turning you into a rubber stamp.
10 min readThe Five Levels of Autonomy in AI Trading
A self-driving-style ladder for trading automation: five levels from alerts-only to full autonomy, the failure mode at each rung, and why most investors belong at levels 1 and 2.
9 min readLLMs in Trading: What They Can and Can't Do
Where large language models genuinely help traders, where they fail confidently, and why the research says LLM backtests flatter themselves. A technically honest guide.
9 min readTrading Macro Events With Agents: Fed Days, CPI, NFP
FOMC, CPI and NFP move markets on a known schedule. Three agent patterns that respect that volatility instead of gambling on it, with worked rules.
10 min readMulti-Agent Trading Systems: When One AI Isn't Enough
Why researchers split trading AI into analyst, trader, and risk roles that argue with each other, and how the same separation of concerns works at retail scale without running five LLMs.
9 min readMulti-Condition Automations: Price AND News AND Trend
Single signals are crowded and noisy. Learn how stacking orthogonal conditions cuts false positives, where the overfitting cliff sits, and how to build one rule at a time.
10 min readNatural Language Trading: From Prompt to Portfolio
Describing a strategy in a sentence changes who can automate. How the translation from human phrasing to machine-precise rules works, and where it breaks.
9 min readNews-Based Trading With AI: React in Seconds, Not Hours
What an AI news pipeline actually does, the two design patterns that survive contact with real headlines, and the failure modes nobody advertises.
9 min readOpen-Source Trading Agents: Freedom, and Its Invoice
What an open-source trading agent really gives you, what it quietly costs in time and security, and an honest framework for choosing between DIY and hosted.
10 min readPrice-Level Agents: Conditional Orders That Think
Laddered entries, OCO brackets, trailing stops, cross-asset triggers: what conditional order automation adds over exchange-native orders, with worked numbers.
10 min readSentiment Analysis in Trading: Signal or Noise?
Sentiment data rarely predicts direction, but it earns its keep as a contrarian-extreme detector and a risk filter. Here's what holds up and what doesn't.
9 min readTechnical Indicator Agents: RSI, MACD, and MAs as Triggers
How to hand RSI, MACD and moving-average rules to an agent without inheriting whipsaws, repainting, or an over-optimized backtest. Worked example included.
7 min readTrading Alerts vs. AI Agents: When to Graduate
Alerts plus manual execution is a fine system with known leaks. Here is what alerts do well, where the value escapes, and the signals you're ready to automate.
9 min readTrading API Security: Keys, Permissions, and Sleep
A ranked defense stack for connecting automation to your money: withdrawal-disabled keys first, then scopes, allowlists, sub-accounts, rotation, and a revocation drill worth rehearsing.
10 min readTrading Prompts That Work: How to Talk to an AI Agent
The anatomy of prompts an AI agent can execute correctly, three before-and-after rewrites, and a library of ten templates covering DCA, breakouts, mean reversion, and news.
10 min readVolatility-Aware Agents: Sizing That Breathes
Fixed position sizes silently change your risk as volatility shifts. ATR-based sizing, regime filters, and de-risking rules, worked through with real numbers.
10 min readWhat Is Agentic Trading? The Complete Guide
Agentic trading means AI that perceives markets, reasons, and acts under your guardrails. What it is, what it is not, and how to start with discipline.
10 min readWill AI Replace Traders? A Grounded Answer
Most trading hours are already automated. Judgment and accountability are not. What the evidence says about which parts of the trader's job survive.
8 min readAI Trading: What It Actually Is and How to Start
The term AI trading covers four very different things. This guide separates them, states plainly what each can and cannot do today, and lays out the backtest-paper-live sequence that keeps automation useful instead of expensive.
8 min read