Agentic Trading System walkthrough

Hi. I'm Adam. Let me walk you through the agentic system. The moment you sign up, you land inside the main Research and Analysis section. This is where most trading work begins. On the left side, you have your system navigation. You can start a new chat, search across chats, projects and assets, and organize your work inside projects.

Projects are important because traders do not always work in one session. Sometimes you are researching a stock for earnings. Sometimes you are tracking a sector. Sometimes you are building a macro thesis. Sometimes you are watching a trade setup over several days. Inside a project, you can keep the thesis, watchlist, constraints, notes, files, and related chats together. You can also attach files like PDFs, CSVs, spreadsheets, documents, images, or screenshots. That means your research does not have to live in scattered tabs in separate folders. It can live inside the same agentic system.

Next, we have the Profile section. This is where System R starts becoming personal to the trader. You can define your identity, trading defaults, risk per trade, account size, default timeframe, session, experience level, preferred output style, markets traded, and strategy context. This matters because two traders can ask the same market question and need very different answers. A day trader, a swing trader, an options trader, and a long term investor should not receive the same trading structure. System R uses the profile to understand the context behind the question, not just what asset you are asking about, but how you think, what you trade, what risk style you use, and what kind of output helps you make a better trading read.

Now, let us look at the Market Scanner. The scanner is designed to help traders discover candidates worth deeper research. You can scan different markets like equities, options, futures, ETFs, crypto, forex, commodities, and funds. You can choose scanner logic such as momentum, breakout, pullback, volatility, high volume, or relative strength. You can also filter by direction, trust gate, group, size, and candidate limit. This is important because traders often start with the question, what should I look at today? The scanner helps narrow the market into a smaller list of candidates. But System R does not stop there. The scanner is not the final answer. It is the starting point for deeper analysis. Once a candidate is interesting, you can take it into Research and ask System R to analyze the setup.

Now, we move back to the main Research page. This is where the agentic system comes alive. At the bottom, you can ask a market question. You can type, upload a file, add a screenshot, paste from clipboard, or use voice input. For example, I can ask, analyze Amazon for the next trading session. Give me the current regime, structure, liquidity, volatility, key risks, scenario paths, invalidation levels, and what condition I should watch next? System R then turns that question into structured research. On the main answer, you get the market context, sector and competitive context, scenario map, invalidation, key risks, and data gaps. This is important. System R is not trying to pretend it knows everything. When something important is missing, it should tell you what is missing. That is part of disciplined trading.

On the right side, you have the research board. This is one of the most important parts of the system. Instead of giving only a long chat response, the research board organizes the output into a trading structure. You can see price action, key market data, regime, structure, volatility, liquidity, and technical read. This gives the trader a faster way to understand the current setup, not just what is the answer, but what does the answer mean for the trade? The board has three modes, research, plan, manage. Research helps you understand the current setup. Plan helps you define the trade structure before action. Manage is designed around what needs to be watched after the trade is active.

Now let us open the plan mode. This is the trade planner. This is planning only. No orders are placed. Here, you can select the asset class, instrument, side, risk lane, time frame, entry, stop, account size, risk percentage, and target structure. The planner helps the trader think before acting. What is the instrument? What is the direction? What is the risk? Where is the invalidation? How large should the position be? What is the planned reward relative to risk? This is where System R tries to reduce impulsive execution. It helps turn research into a clear plan with boundaries.

Now, let us look at the trade logs. After a trade is taken, the trade should not disappear. You can add a trade manually or import trade records. The trade log captures the trade, date, entry, result, state, and notes. This matters because most traders remember the outcome but forget the process. System R is built to preserve that process.

Finally, we have trade metrics. Trade metrics are calculated from saved trade logs. As a trader logs more trades, System R can help review performance, patterns, win rate, total R, average R, P and L, and other review signals. This closes the loop. Most tools stop at analysis. System R is designed around the full trading cycle: research, plan, journal, review. That is the core idea. System R does not replace the trader. It gives the trader a structured trading process.

System R AI is currently in open beta. For the next two months, we are accepting new users as founding members. We are working closely with founding members to understand their real trading process in the market, how they find ideas, where they get stuck, what problems they face, what solutions they need, and how System R can support them from the first idea to the final review. With every version, our goal is to make System R more useful, disciplined, and reliable.