AI Trading Agent

Introduction

The AI Trading Agent lets you create trading bots in plain English. Describe how you trade, and a bot sets itself up to watch your markets on your own connected account. It looks for setups that fit your rules, thinks each one through, and either brings you the trade to approve or places it for you, always inside the limits you set.

You are not handing over control. The markets, the size of each trade, the daily loss limit and the sessions it may trade are all yours, and they are checked every time. Every decision, including each time a bot decides to wait, comes with the reasoning behind it.

Part of TradeSgnl Cloud

The AI Trading Agent is part of TradeSgnl Cloud, the services we run for you on our servers around the clock. It is included on the Advanced plan (1 bot) and the Professional plan (3 bots).

What you need

• A plan that includes it (Advanced or Professional) and a place from the early-access list.
• An MT5 account running on a Cloud Terminal. A bot reads its prices and your account figures from the terminal of the account it trades on, and its orders go to that account through the TradeSgnl EA. Cloud Connections for other platforms, a Cloud VPS and your own PC are not used by the agent today.
• AI credits. See Credits.

Create a Bot

How a Bot Works

A bot checks your markets each time a candle closes on its fastest chart. A bot whose fastest chart is the 15-minute looks every 15 minutes. Because brokers start 4-hour and daily candles at different times, a bot on slower charts looks every hour. Looking is free.

When a candle closes, the bot checks each of your markets for a setup: a structure break, a pullback, a momentum shift, a volatility expansion or a session open. When it finds one, the setup goes through these steps, in order:

1. Your limits. Are you inside your sessions? Is there room under your open trades limit and your daily loss limit? These are plain rules, checked first, and no AI can talk its way past them.
2. A first look. A quick check of whether the setup is worth a full discussion. Most are not, and the bot passes on them.
3. The analysts. They read the charts and the session and say which way they lean, and what would make them wrong.
4. The case for and against. One side argues for the trade and the other against it.
5. The trader. Makes the call: a trade with an entry zone, a stop and a target, or no trade.
6. The risk check. Checks the trade against your risk limits. It can make a trade smaller or stop it, never bigger.

The result is either a trade for you, or a recorded reason for standing aside. Both appear on the Overview, and clicking Why on any of them opens the full discussion.

Trading Modes

Each bot works in one of two modes, set under Trading mode in Settings. Every new bot starts on Ask me first.

Approving trades

A trade that needs your answer shows on the Overview with its entry zone, stop, target and the money at risk, plus Approve and Skip. The same buttons arrive in a Telegram message if you have connected Telegram. The number on the Overview tab counts the trades waiting for you.

You have until the Approval window ends to answer. The bot also stops waiting if price reaches the stop before you do, because the idea is no longer valid. Your limits are checked again at the moment the order is sent.

If price has already moved past the entry zone when you approve, your approval stands. The bot sends the trade if price comes back into the zone before it expires, and not at a worse price.

Switching to trading on its own

Switching to Trade on its own asks you to confirm first, because from then on the bot places real orders without checking with you. Your limits stay the same in both modes.

Trades that were already waiting for you when you switched are not placed automatically. They wait for your answer, or expire. Only trades the bot raises after the switch are placed on their own. You can switch back to Ask me first at any time.

Settings

Settings has a card for each part of how the bot trades. Change what you need, then save from the bar that appears at the bottom, which lists exactly what will change. Every save is kept in the bot's history, and Undo on the Settings page reverts the latest change.

Trading mode

Choose Ask me first or Trade on its own. With Ask me first you also set the Approval window: how many minutes the bot waits for your answer before letting the trade go. It starts from a sensible value for how long you hold trades, and you can set anything from 1 minute to 24 hours.

Markets

• Symbols: the markets it watches, written exactly as your broker names them. To add one, ask the chat, which knows your broker's spellings. The bot will not open a trade on a symbol your account already holds a position in.
• Sessions: Asia, London and New York. The bot only looks for trades while one of them is open. Session hours are fixed in UTC and do not move with daylight saving.

Charts

• Timeframes: pick one to five charts, from 5 minutes to weekly. The fastest chart sets how often the bot looks, and the slower ones give it the bigger picture.
• Holding time: Minutes, Hours, Days or Weeks. It tells the bot how far away to place stops and targets, and sets the starting charts and approval window.

Risk

Risk covers how big each trade is and the limits it never goes past.

Position size is how a trade is sized:

The limits sit next to it:

• Risk per trade (or Max risk per trade when you size by money or lots): the most one trade can lose if its stop is hit, up to 10% of your account. If a trade would risk more, it is cut down to fit, and if even the smallest lot is too big, the trade is skipped.
• Max open trades: the most trades the bot keeps open together.
• Daily loss limit: once today's losses reach this share of your account, the bot stops looking for trades until the next day. Open losses count, not only closed trades, and the day starts at midnight UTC.
• Max total risk: all its open trades together can never risk more than this share of your account.

Use a preset fills in all four limits at once:

Safeguards

Extra rules, each off until you switch it on. They are checked before the bot thinks a setup through and again before an order is sent. If a safeguard you switched on cannot get the figure it needs, the bot stands aside instead of skipping the rule.

Overview

The Overview is the bot's home.

• Trades waiting for you sit at the top with Approve and Skip.
• Today counts the setups it thought through, the trades it raised, the trades your account opened, and the approvals still pending.
• The timeline lists every decision. Each is marked as Proposed a trade, Stood aside, Passed on it, Held back by a limit, or Could not finish. Click one to open the full reasoning.
• Status shows whether the bot is watching, the last thing it decided on each market, and the next time it will check. If it cannot work, for example because your terminal is stopped, it says so here in plain words.
• Settings summarises the rules it trades by, with a shortcut to change them.

Use Pause in the header to stop a bot and Resume to start it again. A paused bot stops watching, and any trade waiting for your answer is dropped. Trades already open on your account stay open.

Performance

The Performance tab shows how the bot is doing over the last 7 days, 30 days or all time, counting trades that have closed.

• Results: net result after fees and swap, return on the account, number of trades, win rate, profit factor, average win, average loss and maximum drawdown.
• Equity curve: what the bot has made or lost, one step for each closed trade.
• By symbol: the same figures split by market.
• Skipped trades: the trades you skipped, the ones that expired, and the ones the bot held back, each checked against the prices that followed. It shows whether the idea would have reached its target or its stop.

Alerts

The Alerts tab chooses how each bot reaches you. Every kind of alert can go to any of four places: In the portal, Phone and browser, Telegram and Email.

The Telegram switches stay off until you connect Telegram, which you can do from the same tab. For turning on push notifications and connecting Telegram, see Alerts and Telegram.

Agent Mode in Sgnl AI

Besides each bot's own page, there is one Agent that looks after all your bots. Open Sgnl AI, switch the mode to Agent, and talk to it from any page in the portal.

How are my bots doing?

Make the gold bot only trade London.

Pause my EURUSD bot.

Create a bot that day trades NAS100 in the New York session.

Why did it skip the last setup on GBPUSD?

It can create bots, change their settings, start, pause and resume them, and look up their trades, decisions and results.

Changes that make a bot safer or narrower save straight away. Bigger changes never save on the Agent's word alone. They appear as a card showing exactly what would change, and only your click on Confirm applies it. That covers:

• trading on its own,
• more risk (risk per trade, daily loss limit, total risk or open trades),
• bigger trades or a different way of sizing them,
• moving a bot to another account,
• switching off or loosening a safeguard.

The Agent never approves, skips or cancels a trade for you. When a trade is waiting, it puts the trade on screen with Approve and Skip for you to press. It also cannot delete a bot. Delete a bot from its own page.

Credits

Bots use the same AI credits as the rest of TradeSgnl's AI features. Watching the charts and checking your limits cost nothing. Credits are spent when a bot thinks a setup through, and the quick first look comes before the full discussion so that most setups cost very little. Messages you send in the setup chat and in Agent mode also use credits.

If you run out of credits, your bots stop looking for new trades until credits are available again, and you get a Stops and pauses alert. They start again by themselves once you add credits. Trades already waiting for your approval can still be approved, and trades already open on your account are not affected.

Each plan includes a monthly pool of credits, and you can add more any time on the Billing page of your portal.

Important

You agree to the AI Trading Agent terms before your first use. The AI Trading Agent is a software tool and not financial advice, and nothing it produces is a recommendation to buy or sell. See the full disclaimer.

FAQ

Next Steps