AI / Trading research
Bring research notes, market data and operating procedures into a focused assistant. Scope tools that help people investigate, compare and explain information while preserving source context. Trading decisions, risk ownership and any execution permissions remain explicit.
Concept diagram for scoping. No live integration, product demonstration or measured result is shown.
01 / SCOPE
Choose an information problem with a clear source of truth.
Search approved documents, organise company or instrument research and prepare summaries with references. Identify publication dates, instrument identifiers and conflicting evidence so a reviewer can inspect how an answer was formed.
Scope structured extraction, dataset explanations and comparisons based on authorised inputs. Separate observed values from model-generated interpretation. Calculations should use defined methods and reproducible tools rather than unsupported language-model arithmetic.
Make operating procedures, strategy documentation and research notes easier to find. Prepare internal briefings or trade-journal summaries for review, with permissions appropriate to each person and the sensitivity of the records.
02 / SCOPE
Data coverage and integration support require project-specific assessment.
Agree licensed data sources, document access and refresh expectations. Include timestamps and handling for stale, incomplete or unavailable inputs. An assistant must be able to say that current evidence is insufficient.
Assess a research portal, API workflow or an assistant inside an agreed application. Define allowable queries and export destinations. Account access, platform interfaces and provider terms must be checked before promising a connection.
Keep research and order execution separate in the specification. A generated observation does not authorise a trade. Any later execution capability requires separately agreed engineering, risk controls and explicit operating permissions.
03 / SCOPE
A polished answer can still be incomplete or wrong.
Test representative research questions against known sources and expected outputs. Review citation accuracy, calculation consistency and whether uncertain claims are qualified. Historical examples should include changed assumptions and missing data.
Define access to strategies, positions and internal research. Minimise information sent to model providers and document retention choices. Use sanitised samples during discovery where possible, and never include account secrets in an enquiry.
The service supports software-assisted research and analysis. It does not provide return guarantees, a signal subscription or a promise of autonomous trading. Market decisions require independent judgement, and trading losses remain possible.
FROM BRIEF TO HANDOVER
Choose the research workflow, audience, authorised sources and expected output. Agree acceptance examples, data entitlements, prohibited actions and reviewer responsibilities.
Implement retrieval, analysis tools and a reviewable interface. Preserve identifiers, timestamps and source references through the workflow so outputs can be checked.
Test ordinary questions, conflicting evidence, stale inputs and restricted records. Document grounding accuracy and failure behaviour without presenting evaluation results as evidence of future profitability.
Provide agreed code or builds, configuration, evaluation records and operating notes. Confirm data costs, update responsibilities, support scope and approval for rollout.
BEFORE WE BEGIN
No performance outcome is promised. The engagement scopes research and assistant software around agreed information and tasks; outputs require review and do not establish investment suitability.
Order execution is outside this research-service scope. If needed, discuss a separate trading-automation specification with account-specific permissions, operational controls and clear approval boundaries.
That can be assessed once ownership, permitted use, access boundaries and model-provider handling are agreed. Begin with a non-sensitive description or sanitised sample rather than confidential records.
CONNECTED CAPABILITIES
YOUR NEXT STEP
Tell us about your users, existing tools and the outcome you want. Please do not send passwords, private keys or account secrets.
