AI for Fintech

Tradely by Datics AI

From research to a prepared order in one conversation, and the investor confirms it.

Investors go from a question to a prepared order in one chat. Agents find opportunities, research them and prepare the order from the investor's own profile, and nothing reaches the broker until the investor confirms.

Built into your codebase and shipped under your name, on an engine we license to you.

keelstone.example/chat

Keelstone Invest · Tradely

Demo

What moved on my watchlist today, and why?

Order waiting for the investor

  • Limit order prepared from the investor's request
  • Within the profile's position size limit
  • Placed only after the investor confirms

Profile checkedOrder preparedInvestor confirms

Try it step by step

Illustrative demo on a fictional firm. Not client work.

Try it step by step

Tradely on a fictional firm.

Keelstone Invest (fictional). Step through the conversation, then see what Tradely hands back, the way your Build Sprint would build it on synthetic data.

keelstone.example/chat

Keelstone Invest · Tradely

Demo
  • What moved on my watchlist today, and why?

Step 1 of 5

Illustrative demo on a fictional firm. Not client work.

What it hands back

keelstone.example/chat

Order ticket · Prepared

Keelstone Invest · moderate risk profile

Tradely
Order
Buy 20 Tellbridge · limit 41.20, day
Done
Profile check
Within position size limit
Done
Research
Analyst downgrade · sources linked
Done
Broker
Connected with consent
Done
Placement
Waiting for the investor to confirm
Waiting

Agents research and prepare. A separate execution layer places the order only after the investor confirms.

Illustrative demo on a fictional firm. Not client work.

What it does

What Tradely can do.

Specialist agents behind one chat for opportunities, research and trade preparation, starting from each investor's risk profile and holdings, with every order prepared for review and placed only after the investor confirms.

Agents behind one chat

A front agent routes to opportunity, research and trading agents in one conversation.

Profile first

Risk profile, horizon, watchlist and holdings shape every suggestion.

Orders prepared, never placed alone

Market or limit orders with editable details, placed only after the investor confirms.

Broker by consent

The broker connected with the investor's explicit consent, with holdings imported.

How it works

A front agent routes each question to an opportunity, research or trading agent. The trading agent prepares the order; a separate execution layer places it only after consent and the investor's confirmation, and logs it in the order history.

Built on a multi-agent investing assistant we have built for a live retail investing app.

Cosmic AI

Investing apps · Agents to orders

Retail investors go from research to a confirmed order in one conversation

Investors juggled data, news and a separate broker. Now agents research and prepare each trade in chat, and nothing is placed until they confirm.

Agentic workflowsAI-native productHuman approval
Read case study

Cosmic AI

Investing apps · Cited research

Investors get answers that cite the filing, news story or post behind them

Filings, news, social posts and market data sat on different sites. Now one chat answers from all of them and cites the source behind each answer.

AI-native productData foundationCited answers
Read case study

Peret

Trading analytics · Prediction markets

Traders see AI forecast edges in an inherited app, finished without a rebuild

Peret had another developer's half finished build. We proved what worked, fixed the rest for beta and delivered its prediction network.

Brownfield AIAI-native productIntegrations
Read case study

Why it sells

What Tradely does for your business.

What your firms get, and what it does for your renewals and pricing.

Fewer lost users

One conversation instead of many panels, from idea to order.

Plans by agent access

Free and premium tiers set which agents and how much research each user gets.

The investor keeps the final say

Analysis and execution kept apart, with a confirmation on every order.

Controls

What Tradely touches, and who approves.

Your firms' data is not used to train models for anyone else and stays in your cloud. Built and tested on synthetic or test data.

  • Who uses it

    Retail investors, active traders

  • What it connects to

    Your broker integration, market data and the investor's holdings

  • What a person approves

    The investor confirms every order; analysis and execution are kept apart

  • Switch per firm

    On or off for each firm, with data settings their admins control.

See all controls and how we handle financial data and decisions

How to get it

Two steps to a finished Tradely.

Start with a three-week Build Sprint. Add more only if you want it.

  1. First · Build Sprint · $10,000 fixed

    Investors go from research to a confirmed order in one chat

    • Agents behind one chat
    • Profile first
    • Orders prepared, never placed alone
    • In your staging, behind a feature flag
    • Delivered as pull requests
    • A test set your team reviews
    1. Week 1Setup
    2. Weeks 2 to 3Build
    3. You getTradely in your staging and a fixed production quote
    Your time
    About 2 to 3 hours a week from a product owner
    Data
    Synthetic or test data, never your firms' customers
    The fee
    Counts toward production
  2. Then · Live in production

    A finished product, yours to run

    • Fixed quote
    • Tested before launch
    • Switch per firm
    • A finished, working Tradely in your product
    • Runs in your cloud, under your name
    • Fixed quote, agreed before we start
  3. Optional · Add more later

    Only if you want it

    More of Tradely:

    • Broker by consent

    Another module:

    • Each one quoted on its own
    • Nothing ongoing unless you ask

Already built or tried AI? Get it scored with the AI Scorecard. Need something else? Start with a Planning Sprint.

FAQ

Questions about Tradely.

Can the agents trade on their own?

No. They prepare orders. A separate execution layer places an order only after the investor's consent and confirmation.

Which brokers do you connect?

We have connected Robinhood behind explicit consent. Your broker or clearing partner is scoped in the Product Review.

See Tradely on your own product.

Bring your product and one workflow. In 30 minutes we look at where Tradely fits, what it would cost to serve and what your firms' security review will ask.

Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.