🗓️ Automate & Manage

Your Trading Day on Autopilot

Market open prep, watchlist scans, scheduled AI analysis, and EOD summaries — all running automatically so you spend your mental energy on decisions, not administration.

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What it does

The parts of your day that shouldn't need you

Every trader has a routine — pre-market prep, watchlist checks, news scans, end-of-day review. Routine Work automates all of it with AI, so the repetitive parts happen without your attention.

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Pre-Market Briefing

Automated morning routine: overnight news digest, earnings calendar, key levels on your watchlist, and macro events — ready before the open, without lifting a finger.

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Scheduled AI Tasks

Define recurring tasks in plain English — "every Monday, scan my watchlist for new breakout setups" — and the AI executes them on schedule using the full expert network.

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EOD Performance Summary

Automated end-of-day summary of your trades, P&L, and market conditions — with AI commentary on what worked, what didn't, and what to watch tomorrow.

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Trade Journal Integration

AI-assisted trade journaling. Capture your reasoning at entry and exit — the system ties it to outcome data and surfaces patterns in your decision-making over time.


Who it's for

For traders who value their attention

Routine Work is for traders who recognize that their most scarce resource is focused attention — and want to stop spending it on tasks that can be automated without loss of quality.

Active traders Swing traders Long-term investors Portfolio managers Traders with day jobs

Explore the platform

Routine Work keeps the whole platform running smoothly

Scheduled tasks in Routine Work can trigger actions across the entire platform — scanning in Research, updating plans in Active Trading, and generating summaries from Paper Trading automation.