AI Agents -Powered Platform

AI Agents
for Quantitative Finance

AskTrade.AI is a team of AI agents that enhances existing quant workflows through intelligent automation. From vendor data ingestion to portfolio optimization—everything happens automatically with LLM-powered intelligence.

Deployed in your VPC Autonomous Workflows LLM-Powered Intelligence

Autonomous Data

Continuous email monitoring, vendor data processing, and real-time QC with LLM understanding.

Smart QC

Schema validation, anomaly detection, and automated reporting with email notifications.

AI Signals

LLM-powered feature engineering, signal generation, and adaptive backtesting with costs.

Portfolio AI

Minimum volatility optimization, risk budgeting, and adaptive portfolio analysis.

Real-Time Dashboard

Live monitoring of all agent activities, workflow tracking, and comprehensive logging.

Orchestration

5 autonomous agents, real-time DAG monitoring, and complete workflow visibility.

Compatible with your existing infrastructure

Snowflake AWS S3 SFTP Gmail Slack Teams PostgreSQL Redis Bloomberg Excel Jupyter Notion

Why AskTrade.AI

The only fully autonomous AI platform for quantitative finance. From vendor emails to portfolio execution— everything happens automatically with LLM-powered intelligence and complete auditability.

Autonomous Agents

5 specialized AI agents work together autonomously, from data ingestion to portfolio execution, with real-time monitoring and intervention capabilities.

Enterprise Security

Deploy in your VPC with complete control. RBAC, audit trails, PII redaction, and policy guardrails ensure compliance and security.

LLM Intelligence

Advanced LLM integration for understanding financial data, processing emails, and making intelligent decisions throughout the workflow.

How it works

A fully autonomous system of 5 AI agents orchestrated as a DAG with real-time monitoring and complete auditability.

1

Autonomous Data

Continuously monitors emails, processes vendor data, validates schemas, and loads to your data warehouse with automated QC reports.

2

AI Research

LLM-powered feature engineering, signal generation, ensemble methods, and walk-forward backtesting with transaction costs.

3

Smart Portfolio

Minimum volatility optimization, risk budgeting, factor constraints, and adaptive portfolio analysis with LLM recommendations.

4

Real-Time Monitoring

Live dashboard monitoring, workflow tracking, performance analytics, and comprehensive logging with Slack/Email alerts.

5

Orchestration

Real-time DAG monitoring, workflow orchestration, retry logic, and comprehensive logging with Slack/Email alerts.

APIs & Automation

Everything is scriptable from chat, CI, or notebooks. Use REST APIs to trigger autonomous workflows, monitor execution, and integrate with your existing systems.

  • /workflow/execute-complete: Trigger complete autonomous workflow from vendor email to portfolio
  • /portfolio/min-volatility: Run minimum volatility optimization with risk constraints
  • /dashboard/workflows: Monitor real-time workflow status and agent activities 
# Trigger autonomous workflow
POST /api/workflow/execute-complete {
  "vendor_email": {
    "from": "vendor@example.com",
    "content": "Data available at s3://bucket/path"
  }
}

# Monitor workflow status
GET /api/workflow/status/{tracking_id}

# Portfolio optimization
POST /api/portfolio/min-volatility {
  "objective": "min_volatility",
  "constraints": {
    "max_weight": 0.05,
    "sum_weights": 1.0
  }
}

# Dashboard monitoring
GET /api/dashboard/workflows
GET /api/dashboard/contexts

Common Workflows

Real-world examples of how AskTrade.AI automates quantitative finance workflows.

Vendor Data Pipeline

Automatically process vendor emails, validate data schemas, load to Snowflake, and send QC reports to Slack/Email.

Daily KPI Forecast

Run AI models on coverage list, write results to database, and schedule automated dashboards and alerts.

Portfolio Optimization

Upload portfolio CSV, run minimum volatility optimization, export weights, and generate comprehensive analysis reports.

Security & Compliance

Built for regulated financial environments with enterprise-grade security, complete audit trails, and compliance features that meet the highest standards.

RBAC & Scoped Secrets

Role-based access control with fine-grained permissions

Policy Guardrails

Automated policy enforcement and approval workflows

VPC Deployment

Deploy in your VPC with complete infrastructure control

Audit Logs

Complete audit trails and data lineage tracking

What makes us different

  • Fully autonomous AI agents with LLM intelligence
  • Complete workflow automation from email to execution
  • Real-time monitoring and intervention capabilities
  • Enterprise security with VPC deployment

Frequently Asked Questions

How autonomous is the system?

The system is fully autonomous, continuously monitoring emails, processing data, and executing workflows without human intervention. Human approval gates can be configured for critical decisions.

How do you handle approvals and audits?

Human-in-the-loop approvals, RBAC, policy guardrails, correlated run IDs, and immutable logs across each agent step ensure complete auditability.

Where is the system hosted?

Customer VPC first (ECS/EKS/Docker). Bring your own keys, storage, observability; we ship workflow packs to speed setup and deployment.

What's the quickest win?

Automate the vendor drop → QC → Snowflake → loader report flow, or turn a PM CSV into optimized portfolio weights with comprehensive analysis in under 30 minutes.

Request a demo

Tell us about your current data sources and the first workflow you want to automate. We'll show you how AskTrade.AI can enhance your quantitative finance operations with autonomous AI.