Agentic systems, customised to your investing and trading strategy.
Most agent frameworks are built for a demo. I help you design and set up one that fits how you actually invest or trade, with the guardrails that the demos skip.
Developer and self-directed investor. Founder and architect of Investboard, a portfolio tool built around a personal investment mandate, and the person behind InvestingStack. Every engagement is run by me directly.
Sessions and pricing
Introduction
30 minAn introduction to agentic systems for investing and trading: what exists, what the systems actually do, where they fail, and what would fit your situation.
Book the introductionAsk a question firstStrategy session
90 minA consultation on a customised AI agent setup for your specific investment or trading strategy: agent roles, data, models, guardrails and an implementation plan you can execute.
Book the strategy sessionAsk a question firstPrices in EUR. Sessions are held online, Monday to Friday between 18:00 and 21:00 Berlin/Prague time. The booking page shows the slots in your own time zone.
What you get
A system designed around your strategy
Agent roles, data sources, models, memory and the risk and execution boundary, specified for the way you actually invest or trade, not a generic template.
Tool selection with evidence
A shortlist from the 78 projects we track, chosen for your markets, budget and tolerance for maintenance, with the trade-offs written down.
Guardrails before autonomy
Paper-first setup, deterministic risk gates, approval steps and audit trails, so the system can be trusted before it is allowed to act.
An implementation plan you can execute
A phased plan with the first working version scoped small, plus support while you or your team build it.
How it works
- 01
Choose a session
The 30-minute introduction if you want to understand what agentic systems can and cannot do for investing and trading. The 90-minute strategy session if you already have a strategy and want an agent setup designed around it.
- 02
The session
We work through your strategy, your current setup and what you want the system to do, and map it to an architecture: which agents, which data, which model for each step, where code decides instead of the model.
- 03
Build and review
You build with my support, or I review what you already have against the design and the audits published on this site.
Who it is for
- Individual investors and traders with a defined strategy who want AI to do the research legwork without taking over the decisions.
- Small funds and family offices evaluating agent frameworks and needing an independent view before committing engineering time.
- Builders who have a prototype running on one of the frameworks we track and want it reviewed before it touches a funded account.
- Teams choosing between models, data providers, MCP servers and brokers and wanting the trade-offs on paper.
What this is not
I design and review systems. I do not give investment advice, provide signals, choose securities for you or manage money, and consulting clients get no placement or ranking influence on this site. See the disclosures.