AI agents that analyze your plan

Local-first by default. Designed for traders who want control, auditability, and clear risk workflows.Use your own AI provider and run everything from your own machine — you approve every trade action.

TradingPlan AI workstation
Closed beta Leave your email to get access to the macOS desktop app.

Core Features

AI agents that work for you

A practical desktop workflow for analysis, execution, and review.

Local-first architecture

Core workflows run on your Mac so you stay in control of data, logs, and configuration.

Remote command channel

Telegram bot control lets you trigger checks and workflows when away from your desk. Secure pairing required.

Bring your own AI

Connect your own provider and keys directly from your environment.

TradingView-style analysis

Multi-timeframe charting, replay, and structural analysis. All processed locally.

Broker integration

IBKR execution with safety gates — position limits, confirmation prompts, audit logs. Connection stays on your machine.

Transparent costs

See every token consumed, every API call, every cost. No hidden usage, no surprise bills. Full audit trail of agent activity.

Integrations

Connect your existing stack

Use the broker and market data setup you already trust.

You manage your own API keys and credentials in your local environment.

Broker connectivity (IBKR focus)

Execution and position workflows built around practical broker integration.

Market data adapters

Support for provider-backed REST and WebSocket feeds.

Import-friendly workflows

Bring watchlists and datasets into a repeatable desktop process.

Provider flexibility

Swap data sources without rebuilding your operating workflow.

Agent Workflows

Automation with human oversight

Set clear rules, run repeatable routines, and keep every important action reviewable.

Market monitoring

Track setups that match your rules and get notified when conditions align.

Position management

Run structured adjustment and exit workflows based on your predefined rules.

Session preparation

Build watchlists and key levels before execution windows begin.

Risk guardrails

Use hard limits for size, exposure, and daily downside.

Journal capture

Log rationale, context, and outcomes for post-trade review.

Audit trail

Every agent action logged locally with token usage, timing, and results. Export for analysis or compliance.

Trading strategies

Your monitor agent can adopt different trading philosophies — each with distinct rules, risk parameters, and decision-making focus.

Structure Strategy

Focuses on accumulation phases, supply/demand zones, and high-probability setups. Waits for confirmation before surfacing ideas.

Momentum Strategy

Screens for trend templates and volatility contractions. Identifies breakouts with tight risk controls.

Swing Strategy

Identifies pivotal price levels and position-building opportunities. Optimized for patient trend following.

FAQs

Frequently Asked Questions

Everything you need to know before joining the closed beta.

How do I join the closed beta?

Leave your email and we will send an invite as slots open.

How is data handled?

The product is designed for local-first operation, with user-managed keys, logs, and configuration.

How does remote control work?

Optional chat-based commands can trigger workflows on your desktop environment.

What AI providers are supported?

You can connect supported external providers using your own credentials.

Is this macOS only?

Yes. The desktop app requires macOS. Remote messaging via Telegram works from any device.

Does it connect to brokers?

IBKR integration runs locally with approval gates — every trade action requires explicit confirmation. Position limits, confirmation prompts, and audit logs stored on your machine.

Closed beta is live.

Leave your email to access the macOS desktop app.