Automated Agents

Trading Agents · Live controls

Run ARES from a real portfolio tab: three slots, budgets, and a full audit trail.

The Trading Agents workspace is the same surface for the monthly demo portfolio and for signed-in users—portfolio-level automation toggles, per-agent labels and schedules, segmented buy/sell caps, and execution telemetry. Nothing here is copy-only: scroll the embedded workspace or open it in a dedicated tab.

ARES enable + email notify Three named agent slots Feed, ARES log, order history
Open Trading Agents (demo) Open Trade Insights (demo)

Trading Agents · Product tour

Inside the same tab your investors see after sign-in

Each control below maps to a live region of the portfolio detail page. The public demo uses ?demo=1 so you can drive real APIs without an account—the exact Trading Agents panel your team uses for paper validation.

Portfolio automation status

Turn automated ARES execution on or off, opt into email when trades fire, and read the live “trades used today” line with swap vs cash breakdown. Changes persist through the same save path as authenticated portfolios.

  • Master enable for ARES automated trades
  • Email notification toggle after executions
  • Budget hint text reflects server-side caps
Open this control in the demo

Three fixed agent slots

Each slot has its own agent-id, optional label, weekday schedule, Activate and Save actions, and modal tuning for deeper policy edits. Deep links jump straight to the slot you want to show in reviews.

  • #trading-agents-agent-1 — agent-3 hash routes
  • Visual active slot state matches the live UI
  • Save persists slot metadata and schedules
Focus Agent 1 Agent 2 Agent 3

Daily buy and sell caps

Segmented numeric pickers mirror the production control for cash buys versus rotations and exits. Budget state is per active slot so each strategy profile can express different throughput.

  • 0–5 (and extended) buckets match the live component
  • Copy distinguishes buys vs sells in the header
  • Pairs with server enforcement on execution
Open this control in the demo

Execution feed, ARES log, order history

The tab stacks operational visibility: a chronological execution feed with agent attribution, structured ARES decision logging for policy blocks, and range-filtered order history so desks can answer “what happened last week?” without leaving TRINITY.

  • Feed rows show timing, source, symbols, and notes
  • Decision log captures skips with plain-language reasons
  • Order ledger respects portfolio time windows
Open this control in the demo

Above the hub

Automated investing hub KPIs

The Trading Agents tab opens with Next Run, Today Executed, ARES Trades (30d), and Current Mode so operators see schedule pressure, throughput, and whether the book is in live vs paused posture before touching switches.

Interactive

Full Trading Agents workspace

Scroll the embedded demo to use every control against public data. Prefer a full-width tab? Open the same URL the hashes above target.

Open demo in a new tab Browse all demo portfolios

Recommendations

Agents execute; Trade Insights proposes

Pair automation with the same portfolio’s Trade Insights tab for buys, trims, and cash posture. Paper approvals stay explicit: intelligence surfaces opportunities, agents and ARES handle repetition within the guardrails you set.

Open Trade Insights demo Portfolio Intelligence tour
Surface
Ideas & concerns
Automate
Slots & budgets
Prove
Feeds & ledgers