Customizing Your Agent
Personalize The Agent for your trading style—40+ screenable strategies, playbooks, and filters tied to a transparent six-step pipeline
Overview
The Agent is your personalized AI trading assistant. Unlike a one-size-fits-all approach, you control:
Market Context
Choose which breadth indicators and market data feed into the market diagnosis.
40+ Strategies
Large pattern library (breakouts, pullbacks, mean reversion, sector momentum, VIX, and more) with named trader attribution where applicable.
Playbooks
One-click profiles that bundle trading intent, risk, strategy mix, and filters—activate from the header without rebuilding settings each time.
Stock Screening
Real stocks found via our live market screener and database screening. Strategy-specific criteria. Zero hallucinated tickers.
Custom Strategies
Create your own strategies by describing them in plain English. The AI interprets and applies them.
Stock universe
All stocks, Twitter/X picks, your watchlists, or a union of both—with prioritize (boost your names) or strict (only your list) modes.
Open How it works or Page tour in the header on The Agent for a quick explanation or spotlight walkthrough (tour works best on a wide screen).
Where to configure things
On The Agent, controls are in the header:
- New Signal — opens the setup wizard (intent, risk, universe, optional playbook)
- Playbooks — browse and activate a saved profile
- Watchlists — create lists, add tickers, set one as the active filter
- Advanced (gear) — Twitter/X handles, custom strategies, stock filter mode (all / watchlist / Twitter / union), filter strength, and related options. Save when done.
- Re-run — regenerates using your current preferences and filters (use after you change Advanced or playbooks)
- Quick Refresh — refreshes market context for chat without a full signal regeneration
Signals are cached per user for today (US/Eastern trading date) with the same intent and compatible settings—reloads can be instant until something material changes. Use Re-run for a deliberate full pass.
How The Agent works (six-step pipeline)
When you New Signal or Re-run, the thinking panel streams these steps. Market Data and Stock Screening are grounded in live feeds and code; AI steps interpret, choose strategies, rank screened names, and build the plan—they do not invent tickers outside the screen results.
1Market Data DATA
VIX, breadth (e.g. MCO/MCSI), trend strength, sector heat, and other context you’ve enabled feed the next step.
2Market Diagnosis LLM
The model classifies regime (bull, range, compression, defensive, etc.) so later steps know which strategies are in play.
3Strategy Selection LLM
From your enabled library (playbook or saved preferences), the AI chooses one or more strategies that fit the regime. When nothing fits, you may get a deliberate no trade / cash outcome. Attribution (e.g. who inspired the pattern) appears when available.
4Stock Screening CODE
Deterministic screeners (broad market pre-filters, price-data verification, and/or database-backed patterns) produce real candidates per strategy—not LLM-guessed symbols.
5Ticker Selection LLM
The model ranks and selects from the screened set (with your watchlist/Twitter filter rules applied in the pipeline).
6Trade Plan LLM
Concrete entry, stop, target, and conviction for the top idea(s). Optional Backtest Validation may appear afterward when historical KPIs exist for that strategy and symbol.
Each step shows reasoning in the thinking panel. For a shorter conceptual overview, use How it works on The Agent page.
Market context configuration
In the Market Data step, the agent pulls context you’ve enabled (often adjusted via New Signal wizard or saved preferences). Typical inputs include:
Available Market Context Inputs
- VIX Level & Interpretation - Volatility index level and what it means (elevated, normal, low)
- ADX (Trend Strength) - Measures how strong the current market trend is
- MCO/MCSI (McClellan Oscillator) - Market breadth momentum indicators
- % Above 5/20/50/200 SMA - Percentage of stocks above various moving averages
- Advancing/Declining % - Market breadth: how many stocks are going up vs down
- Twitter Sentiment - Aggregated sentiment from financial Twitter
- Hot Sectors - Currently outperforming market sectors
Day traders: Enable % Above 5 SMA and Twitter sentiment for intraday edge. Swing traders: Focus on MCO/MCSI and % Above 50 SMA for multi-day moves.
Strategy library
The platform includes 40+ screenable patterns and strategies. In Strategy Selection, the AI chooses from the subset you’ve enabled (via playbook or preferences). The list below samples well-known named patterns with trader attribution; many additional screens (e.g. Jeff Sun momentum, VIX pivots, inside-day variants) live in the product without changing the core idea: code finds candidates, AI chooses and plans.
- VCP (Volatility Contraction Pattern) by Mark Minervini — Tight base near 52-week high after progressive contractions. Bull market, Stage 2 uptrend.
- Breakout (Momentum Consolidation) by Kristjan Kullamagi (Qullamaggie) — Top 1-2% momentum stocks consolidating along 10/20 EMA then breaking out. Bull/trending market.
- Chart Pattern Breakout by Dan Zanger — Cup & handle, bull flag, flat base breakouts with volume surge. Strong bull market.
- Gap and Go by Ross Cameron / Andrew Aziz — Stocks gapping up 4%+ on catalyst with heavy volume. Any market (catalyst-driven).
- Turtle Breakout by Richard Dennis — 20/55-day channel breakouts in emerging trends.
- Holy Grail (Pullback) by Linda Raschke — Pullbacks to 20-period EMA in strong uptrends (ADX > 30).
- Weinstein Stage 2 Breakout by Stan Weinstein — Break above Stage 1 base with rising 30-week MA and relative strength vs SPY.
- Episodic Pivot (Power Earnings Gap) by Kristjan Kullamagi (Qullamaggie) — Stock gaps up 10%+ on earnings with 3-5x volume. Bull market / earnings season.
- Prime Trading Pullback (21 EMA) by Alex (TradersLab / PrimeTrading) — Liquid leaders pulling back to 21-day EMA structure zone. Confirmed uptrend pullback.
- Inside Bar Breakout by Al Brooks — Compression patterns (inside days) ready to break out on volume.
- TTM Squeeze by John Carter — Bollinger Bands inside Keltner Channels, about to expand into a directional move.
- San-Ku / R3 (Three Gaps Down) by Larry Connors — Japanese exhaustion pattern after three consecutive gaps down.
- "2B" Reversal (Bear Trap) by Victor Sperandeo — Failed breakout below support that reverses sharply higher.
- Selling Climax (Volume Spike) by Richard Wyckoff — Panic selling with massive volume spike, signaling capitulation and reversal.
- Class A Bullish Divergence by Dr. Alexander Elder — Price makes new low but momentum indicator doesn't (bullish divergence).
- Bullish Engulfing at Support by Steve Nison — Large bullish candle engulfs prior bearish candle at key support level.
- Mean Reversion (Fade) by Jim Simons (RenTech) — Oversold bounces in range-bound markets.
- Relative Momentum Leaders by Gary Antonacci / Mebane Faber — Stocks outperforming SPY over trailing quarter, above 50/200-day SMA, near 52-week highs.
- Momentum Breakout by William O'Neil / Mark Minervini — New 52-week highs with monthly uptrend and volume confirmation.
- Sector Leaders (Rotation) by Sam Stovall / Mebane Faber — Large-cap names trending above all three SMAs with institutional-grade liquidity.
- Parabolic Short by Kristjan Kullamagi (Qullamaggie) — Shorting stocks that have gone parabolic (up 50-1000%+ in days/weeks). Any market.
- Bear Flag / Pennant by Thomas Bulkowski — Weak bounce after sharp decline, then breakdown below flag low.
- Bear Flag / Descending Triangle by Thomas Bulkowski — Bearish continuation with lower highs and flat support.
- Descending Triangle Breakdown by John Murphy — Repeated tests of horizontal support with lower highs, then breakdown.
Backtested Strategy Performance
The following strategies have been backtested with historical data (SPY, 2-year lookback):
| Strategy | Win Rate | PF | Sharpe | Max DD |
|---|---|---|---|---|
| Absolute Momentum | 37.9% | 1.24 | 1.56 | -39.0% |
| Bb Squeeze | 78.2% | 8.18 | 10.25 | -8.8% |
| Bearish | 37.8% | inf | -0.11 | -8.2% |
| Bottom Picker | 65.5% | 1.41 | 1.69 | -36.1% |
| Cci Momentum | 70.9% | 4.50 | 10.50 | -16.3% |
| Deep Trend Pullback | 80.7% | inf | 13.93 | -0.4% |
| Donchian Breakout | 81.7% | 16.83 | 16.27 | -16.5% |
| Earnings Catalyst | 41.1% | 1.42 | -0.38 | -15.8% |
| Ema Cross Fast | 69.4% | 6.31 | 9.28 | -18.7% |
| Ema Crossover | 34.5% | 1.70 | 2.09 | -22.6% |
| Gap And Go | 42.1% | 5.47 | 0.24 | -16.4% |
| Golden Cross | 66.4% | 4.29 | 6.22 | -11.5% |
| Holy Grail | 41.4% | inf | -0.51 | -4.8% |
| Ichimoku Cloud | 74.4% | 8.51 | 12.00 | -11.2% |
| Inside Day | 57.6% | 1.61 | 2.63 | -22.5% |
| Jeff Sun Momentum | 51.6% | inf | 5.84 | -13.4% |
| Keltner Momentum | 38.1% | 1.35 | 1.21 | -26.3% |
| Macd Bb Combo | 70.8% | 5.09 | 7.99 | -24.8% |
| Macd Trend | 38.7% | 1.44 | 0.90 | -19.3% |
| Mean Reversion | 63.5% | 1.26 | 1.35 | -22.4% |
| Momentum Macd | 43.4% | 3.93 | 1.79 | -25.3% |
| Obv Trend | 69.9% | 4.73 | 11.22 | -9.8% |
| Parabolic Short | 23.4% | 0.75 | -2.19 | -24.4% |
| Power Earnings Gap | 41.1% | 2.19 | 1.04 | -13.6% |
| Prime Pullback | 36.1% | 1.22 | 1.47 | -33.9% |
| Qullamaggie Breakout | 37.9% | 1.34 | -0.07 | -19.4% |
| Reversal 2b | 51.7% | inf | 5.55 | -7.8% |
| Reversal Support | 53.0% | inf | 1.41 | -17.6% |
| San Ku | 63.9% | inf | 4.12 | -7.5% |
| Sma Trend | 30.6% | 1.25 | 1.12 | -32.5% |
| Strength List | 41.8% | 1.02 | 0.20 | -39.6% |
| Supertrend | 41.1% | 1.59 | 2.87 | -22.4% |
| Supertrend Pullback | 81.6% | 87.96 | 10.55 | -5.8% |
| Triple Ema Crossover | 37.2% | 1.54 | 1.55 | -23.0% |
| Ttm Squeeze | 45.3% | inf | 2.18 | -22.7% |
| Turtle Breakout | 37.1% | 1.18 | 0.72 | -34.9% |
| Vcp Patterns | 41.9% | inf | 0.64 | -7.2% |
| Vix Pivot Bands | 52.8% | 1.13 | 1.57 | -31.7% |
| Vix Pivot Daily | 49.8% | 1.18 | 0.92 | -35.5% |
| Vix Pivot Weekly | 48.2% | 1.55 | 2.57 | -32.1% |
| Vix Reversal | 59.6% | 1.70 | 2.91 | -21.0% |
| Waterfall Decline | 33.8% | 1.39 | 1.81 | -34.1% |
| Weinstein Stage2 | 43.7% | inf | 6.82 | -23.4% |
| Williams R Reversal | 80.1% | 21.43 | 16.08 | -21.1% |
When the agent selects a strategy, you'll see who created it — for example, "VCP by Mark Minervini (SEPA)". This appears in both the thinking display and the final strategy card.
How stock screening works
After Strategy Selection, Stock Screening runs as code: fast market-wide pre-filters, per-strategy rules, live price checks, and/or precomputed database patterns—so every candidate symbol is grounded in data before Ticker Selection.
Strategy-Specific Screening
Each strategy category uses different screening criteria:
- VCP / Breakout — Screener: Price above SMA20/50/200, within 10% of 52-week high, $2B+ market cap
- Episodic Pivot — Screener: Top Gainers signal, Week Up performance, 500K+ volume
- Prime Trading — Screener: Month Up, above SMA20/50, $2B+ market cap, 1M+ volume
- Reversal / VIX — Database: VIX signal data with institutional-grade setups
- Compression — Database: Inside day pattern data with pattern scoring
- Momentum — Database: Sector strength rankings with top-performing stocks
- Parabolic Short — Screener: Most Volatile signal, Month Up, 500K+ volume
Every stock ticker the agent recommends was found by real market screening (our live screener or our database). The AI never invents stock names — it only selects from stocks that actually match the strategy criteria today.
When No Stocks Match
If the screening finds zero candidates for the chosen strategy, the agent tells you clearly: "No stocks matched screening criteria for [strategy] today." Sometimes the best trade is no trade, and the agent won't force a pick when there are no real setups.
Creating Custom Strategies
You can create your own strategies by describing them in plain English. The AI will interpret your description and apply the logic during synthesis.
How to create a custom strategy
- Open Advanced on The Agent page
- Scroll to the Custom Strategies section
- Click "Add Custom Strategy"
- Enter a name (e.g., "My Gap & Go")
- Describe the strategy in detail
- (Optional) Add market condition tags
- Click "Create Strategy"
Example: Gap & Go Strategy
"Buy stocks gapping up 3% or more at the open with above-average volume. Look for continuation in the first 30 minutes. Target 1:2 risk-reward. Best in trending markets when sector rotation is strong."
Be specific in your descriptions. Include: entry criteria, volume requirements, market conditions, and risk management guidelines. The more detail you provide, the better the AI can apply your strategy.
Stock universe & watchlists
Configure the stock filter in Advanced (Stock Filter section). Watchlists themselves are managed from the header Watchlists button; then set Use as Filter on a list or wire the filter mode to watchlist/Twitter/union as needed.
Filter modes
All stocks
Full market universe (default).
Twitter / X picks
Stocks surfaced from handles you enable (lookback and confidence thresholds in Advanced).
My watchlist
Focus on symbols from your active watchlist.
Union
Combine watchlist and Twitter picks.
Prioritize vs strict (watchlist)
Prioritize (common default): screening still runs broadly, but names on your watchlist get a score boost so they rise to the top. Strict: only symbols in your filter set are eligible; you may still see reference context if nothing on your list triggers.
Creating a watchlist
- On The Agent, click Watchlists
- Create a list, add tickers, then Use as Filter if you want it to drive the pipeline
- In Advanced, set Stock Filter to watchlist (or union) and save
Understanding the thinking panel
The Agent streams six core steps while it runs (labels match the UI). A seventh row—Backtest Validation—appears when historical KPIs are available for the chosen strategy and symbol.
- Market Data DATA — Live context fetch
- Market Diagnosis LLM — Regime and narrative
- Strategy Selection LLM — Which pattern(s) fire for this run
- Stock Screening CODE — Candidate counts and sources
- Ticker Selection LLM — Ranking picks from the screened set
- Trade Plan LLM — Levels, conviction, and rationale
After a signal, Pro+ can use the floating Ask The Agent chat for follow-ups (platform AI key or your own BYOK). The assistant can call curated tools for live data, screening, and pipeline context. Pro and below do not include this chat.
Chat assistant (Pro+)
On Pro+, the floating chat is an agentic assistant: it can call tools to fetch live market data, inspect your latest signal, run strategy screens, and more. It is not included on Free, Starter, or Pro.
What the chat can do
- Fetch live data — VIX levels, market breadth, sector rankings, stock prices
- Inspect your signal — See what each step of the pipeline decided
- Compare morning vs now — Check if market conditions changed since your signal
- Screen stocks — Find candidates across the same broad strategy library as The Agent
- Social sentiment — See what tracked Twitter accounts are recommending
- Manage settings — Switch playbooks or update preferences via natural language
When the agent calls a tool, you'll see real-time progress indicators showing what data it's fetching.
Slash Commands
Power users can type slash commands for quick access to specific tools:
| /refresh | Compare morning signal vs current market |
| /vix | Current VIX levels and interpretation |
| /breadth | Market breadth indicators |
| /sectors | Hot sectors ranked by performance |
| /screen <strategy> | Screen stocks (e.g., /screen inside_day) |
| /price <symbol> | Stock price (e.g., /price NVDA) |
| /steps | Signal pipeline steps |
| /playbook | Active playbook details |
| Social sentiment picks | |
| /help | Show all available commands |
Example Questions
Market Check
"Has anything changed since my signal was generated?"
Stock Screening
"Screen stocks for inside day patterns"
Signal Deep-Dive
"Why was this strategy chosen over others?"
Settings
"Switch to my aggressive playbook"
Pro+ can use the platform default model or bring your own provider keys where configured. Suggestion chips appear when the chat is empty to help you get started.