Automate your trading.
Understand it with AI.
TradePilotX connects to your broker, runs your rules safely, and generates daily insights so you can improve your edge — without messy spreadsheets.
Everything you need to run trading like a system
Start solo, scale to multiple users. TradePilotX is designed for broker integrations, automation, and a clean history of everything that happened — so you can learn and iterate.
Broker Connector
Connect your broker using a plugin-style connector architecture — add more brokers anytime.
Automation & Scheduling
Run strategies on schedule, with safety controls, audit logs, and optional paper mode.
Daily AI Insights
Auto-journal your trades, flag behavior patterns, and summarize performance with explainable insights.
Reliable Data Store
PostgreSQL-backed history for orders, trades, holdings, positions, and EOD snapshots.
Security First
Encrypted broker secrets, token refresh handling, and strict separation between users.
Multi-user Ready
User accounts, roles, and a clean multi-tenant design — start solo, grow to SaaS.
How it works
A simple flow: connect broker → sync trades/positions → compute metrics → generate AI insights. Automation runs asynchronously so it never blocks the dashboard.
Step-by-step
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Connect your broker Add credentials once. Tokens refresh automatically and connection health is tracked.
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Sync orders & trades Store orders, fills, holdings, and positions for audit-friendly tracking.
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Compute metrics EOD snapshots, win rate, drawdown, exposure, and strategy stats.
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AI summary & journal Daily summary cards + trade journal entries you can review any time.
What you’ll see
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Dashboard Holdings, positions, orders, P&L, and exposure — in one place.
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Insights Daily summaries, behavior flags, and performance breakdowns.
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History Searchable trade journal and audit trail to review and improve your process.
Security & reliability principles
Trading systems need safety. TradePilotX is designed to keep execution separate from insights, and to store a complete audit trail of what happened.
Security
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Encrypted broker secrets Store tokens encrypted at rest; never display sensitive values after setup.
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Multi-user separation All data keyed by user; strict access checks on every API call.
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Audit logs Orders, fills, strategy triggers, and failures are stored for troubleshooting.
Reliability
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Async workers Automation + AI insights run in background queues so your UI stays fast.
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Rate limits & retries Broker-safe pacing with retries and clear error states for users.
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Cloud-ready Deploy locally today, migrate to Azure with Postgres + Redis + containers.
Launching soon for early users
Connect brokers. Add strategies. Get daily AI summaries. Grow into a multi-user portal.
Contact
Contact us to request early access or ask any questions about TradePilotX.
Send your name and what you want to automate (intraday, swing, options, equity).
Email hello@tradepilotx.inDisclaimer: TradePilotX provides automation tools and analytics. Not financial advice.
Quick note
TradePilotX is under active development. Early access will be granted in phases with safety-first controls.