About

Built for traders who want process, not autopilot

TradingPlan AI is designed around local control, visible workflows, and disciplined review. The app helps organize analysis and monitoring without replacing the operator.

What we believe

Core principles that shape how the product is built.

Local-first by default

Keep workspace state, configuration, logs, and credentials centered on your own machine.

Operator approval

Use AI assistance and automation where it helps, while keeping important trading actions reviewable.

Evidence over vibes

Favor plans, backtests, watchlists, tool timelines, and logs over opaque recommendations.

Beta honesty

Clearly separate available features from partial workflows and hardening areas.

Why this is different

The product is not a hosted signal service. It is a local macOS workstation that helps you run your own process.

Your provider keys stay yours

Connect your own AI and market-data providers using credentials you control.

Your broker actions require explicit gates

Every execution workflow goes through confirmation and safety controls.

Your workflows leave local logs and review trails

Audit trails, tool timelines, and session history stay on your machine.

Your trading plan remains the source of judgment

The app helps you execute your process, not replace your decision-making.

Help shape the beta

We are looking for traders who will test real workflows and give direct product feedback.