Portfolio
A portfolio tracks cash, positions, orders, and performance. The Agent uses that context when researching opportunities or monitoring risk, so a question like “is this portfolio too concentrated?” has a real answer to work from. An Agent can run several portfolios at once, and each one is driven by its own Playbook — the strategy that sets its universe, risk rules, and trading discipline. That lets one Agent run distinct strategies side by side and compare how each performs.Paper trading
Paper trading lets you simulate trades without real money. It is useful for:- Testing strategy rules before committing capital
- Practicing order workflows
- Tracking research ideas to see how they age
- Comparing the performance of different Agent strategies
Placing trades in natural language
You do not fill out an order ticket. You describe what you want:Managing orders
Limit orders are fully managed by the Agent. It can see order IDs and cancel a pending order directly by ticker, so you do not have to drop into the UI to clean up a stuck order:Current limitation
Paper trading coverage may differ from research coverage. You can research a broader set of markets than you can necessarily paper trade. Before building a workflow that depends on placing trades in a given market, confirm it is supported.Related
- Playbook — the strategy that drives a portfolio
- Place a paper trade — step-by-step
- Build a portfolio — construct one from scratch
- Portfolio health check — review concentration and risk
- Supported markets — coverage boundaries