Agentic trading — and everything it needs to invest well
From a plain-English mandate to a fully automated strategy — with AI research, portfolios, and risk insight built in.
Describe the trade. An agent runs it
Say it in plain English and Warren drafts a price-fenced mandate — caps, entries, exits, expiry. Approve it and an agent watches the market and executes 24/7, rehearsing in a practice account first if you like.
- Price fences for entries, stop-losses, take-profits and time exits
- Nothing runs until you approve the mandate
- A worklog of every check, decision and fill
Research anything, in plain English
Ask about any stock, ETF, crypto or your whole portfolio and get research-backed answers with the numbers behind them — charts, comparisons and metric cards inline, streamed as Warren works.
- Knows what you hold and what you're looking at
- Draws the chart or the comparison instead of describing it
- Attach a statement and ask about it
Warren's portfolio versus yours
Warren builds a diversified portfolio from your profile, then values it every trading day — so you can see how Warren does against your own holdings and the market, with the reasoning behind every position.
- Valued every trading day and set against a benchmark
- Track Warren against your own portfolio
- Clear reasoning behind every position
Bring your real portfolio
Securely link your brokerage to sync holdings and execute trades, or import a portfolio to analyze — bank-grade and read-only by default.
- Connect leading brokers in a few taps
- Sync live holdings automatically
- Import statements to analyze instantly
Know your risk before the market does
One health score for the whole portfolio, the economic outlook read against your holdings, and a company-by-company check — in plain language, refreshed as things move.
- A health score, with the readings behind it
- The economic outlook: the rate path and what it means for you
- Your companies: who's improving, who's slipping
Stay ahead of what's moving
Market movers, corporate events, and a personalized news feed — everything that matters to your holdings, in one place.
- Top gainers and losers at a glance
- Earnings, dividends, IPOs and splits
- News filtered to what you actually own
Run your portfolio like a trading desk
Command is the professional way to use Warren: one screen you arrange yourself, with candlestick charts that show your agents' trades, live markets, your portfolio and your fleet side by side. Switch between it and the Overview any time.
- A twelve-column board you add to, drag and resize
- Candlestick charts with your agents' fills, stops and targets on them
- Live prices, and candles that build as the session runs