Research That Remembers the Thesis.
The persistent evolution of today's AI Expert, designed to retain relevant research context, follow changing evidence and reason across sessions as markets move.
Ask Autonomous Trading's intelligence today. Build research context that evolves with the market in the planned Strategist.
Use the current research assistant to ask questions about Autonomous Trading intelligence and available research. It retrieves relevant knowledge and supports follow-up questions within the current conversation.
Today's Dify-based experience does not maintain the persistent, longitudinal thesis state planned for the Strategist.
Designed to carry a market thesis and relevant research context across sessions, track changes in evidence and assumptions, and reason using accumulated research history.
A planned tool for sustained market research, built on the intelligence already available through Autonomous Trading.
The AI Trading Strategist is in development. These are the planned product entitlements when it becomes available.
Optional paid add-on.
Included when launched.
Included when launched.
This is one AI Trading Strategist architecture. The research, intelligence, data and tools it can access follow your underlying product entitlements. AI Expert is available today; the Strategist is not yet live.
A research thesis changes as new trading signals, model updates, price action and evidence arrive. The Strategist is being designed to interpret what changed in light of what came before.
Retains relevant thesis, assumptions and research context across sessions.
Tracks how the thesis and supporting evidence have evolved.
Interprets new evidence in the context of prior research.
Research responses reflect the evolving thesis rather than treating each question as isolated.
The planned Strategist pairs shared Autonomous Trading intelligence with logically isolated research state for each entitled user.
Shared Autonomous Trading intelligence
Relevant research, quantitative and QMI model intelligence, trading-signal history and rationale, methodology and documented historical evidence can provide a common research foundation where connected and available.
Logically isolated research state
Each entitled user's planned Strategist state can retain a market thesis, assumptions, instruments under study, invalidation conditions, supporting evidence, model changes and unresolved research questions.
Architecture in development: The current AI Expert uses Dify. The planned Strategist would use a shared Letta persistent-agent service with logically isolated research state per entitled user. It does not require a separate Letta installation or separately trained model for each user. Customer research state is not shared institutional intelligence.
Research continuity and interpretation, with the customer retaining every investment and trading decision.
Memory alone is not the product. The value comes from combining research continuity with an established market-intelligence system.
The Strategist is planned as an interpretation layer for Autonomous Trading research. Its intended foundation includes quantitative research, QMI model intelligence and the structured rationale behind historical trading calls where available.
That research history lets future questions refer to what the system called, why the thesis existed, what changed and what followed.
Autonomous Trading intelligence informs persistent interpretation. The customer decides what to do.
Trading signals · QMI · research
Persistent research interpretation
Research, judgment and execution
The Strategist is designed to support research and interpretation. It does not place broker orders or manage customer capital.
For users who revisit a thesis as markets and evidence evolve.
Track how signals, model conditions and invalidation levels change across a research cycle.
Keep the evidence and assumptions behind a company or market thesis connected over time.
Revisit prior analysis before forming an independent view on new market information.