Define the rules
Start with a persona, watchlist, scan cadence, risk limits, and trading thesis. The agent needs a frame before it can be reviewed.
Use case
AI paper trading agent
Create a paper-trading agent around your rules, run it in simulation, and review every decision with transparent context before any live-capital workflow is considered.
Run in paper mode
The agent evaluates market context and records simulated decisions. Alerts are workflow notifications, not buy or sell signals.
Review the process
Use the journal, decisions, risk checks, and benchmark context to see whether the rules are behaving the way you expected.
| Workflow step | Trading Boy surface | Review question |
|---|---|---|
| Choose a frame | Persona library | Does this agent match the way you want to practice trading? |
| Create the agent | CLI and hosted API | Are watchlist, cadence, and guardrails explicit? |
| Track decisions | Journal and decision history | Can you explain why the agent acted? |
| Review risk | Risk controls and leaderboard context | Do drawdown, sizing, and frequency stay inside the intended process? |
Important boundary
Trading Boy is paper-trading software. It does not execute live trades, hold funds, or provide financial advice.