WEBVTT

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Open Swarm Finance goes deep into trading.

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Move from a research idea to a

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strategy you can inspect, test, and operate

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within explicit limits.

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Conversational Strategy Studio helps shape the idea.

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Research views, watchlists, and market movers provide

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context before you commit to a strategy.

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Portfolio allocation and monthly review help you

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assess the plan.

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Earnings rules and event playbooks make important

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market events part of the strategy discussion.

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Supported execution paths include timed orders and

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settlement visibility.

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They require the correct provider, account, and

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authorization; paper results remain separate from broker

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fills.

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The optional Futures Research application prepares research

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proposals.

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Daily Trade Recap can produce an approved

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recap, keeping the source context and publishing

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decision visible.

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Backtest the strategy, inspect its assumptions, and

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practice with paper money.

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Move to supported live execution only after

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reviewing and approving the strategy and its

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limits.

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Run the workspace locally and choose your

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AI.

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External market, broker, and model services receive

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the information you send.