Frequently Asked Questions

Further information on our service offering

FAQ

Frequently Asked Questions

Can we use AI to build our trade rules, DSL for example?

We are building our software to be "AI Ready", yet we do not believe AI/LLM to be quite there yet. We are always testing this but cannot recommend this in the near future. We are to pilot testing agents purely for creating trade rules in a local isolated environment on real data but this is a way off.

We see potential in using DSL rather than IJSON and SJSON.

We feel that independent signal engines with tailored models may be preferable over Large Language Models building Trade DSL.

The range of data is overwhelming, how do you help us?

  • In our first year purchase fee (see pricing), we provide 13 months rather than 12. Customers have an extra month to learn our system
  • We provide simplified Strategies and rules to show how to run test strategies against their portfolios
  • We provide documentation on our software, explaining limitations and benefits
  • You can reach out to our support, if struggling, based upon your SLA - despite that, we want our customers to feel comfortable and seek to assist them wherever we can
  • We provide additional development when a customer's needs are outside of our existing realm (link here)

What about security?

We spent a major portion of development time on security. 

  • We use Asymmetric Security with ephemeral keys
  • We tell you what few other Portfolio Management Companies and open source providers tell you:
  • We only offer what we do - we welcome better approaches to security
  • There are very few, if not zero ways to truly secure your portfolio's assets
  • We do not store your keys on your dedicated instance, except in-memory
  • We erred away from Vault Security Solutions to avoid us having any potential ownership of your keys

Do you offer a Desktop User Interface instead of a Web Client?

We do not offer a Desktop User Interface.

We are assessing whether a desktop app purely for securely passing keys and submitting Trade Rules could be an option. This may assist with resilience.

What about uptime and resilience?

What can affect uptime, includes:

  • Cloud Hosting Uptime
  • Exchange availability
  • Our Software and data storage management
  • Capacity of the exchange
  • We monitor each instance and seek to assist customers

Can we host your solution locally?

At present, we cannot offer locally installed instances. Our focus is on delivering our services and platform as efficiently and optimally as possible.

We do not have the capacity to support customers' local installs.

We are considering as to whether we can offer our software locally via partnerships or for larger customers.

Do you provide guidance on trading and strategies?

Trading and Investment is heavily regulated.

We are a technology company only.

We cannot provide guidance on trading and strategies. Our software is an order routing and portfolio management solution, with a number of additional capabilities.

Can you provide evidence that your software works?

We are thinking to create some small API endpoints on this site, with a real status/reporting dashboard on this site to show that our software is running and performing activity.

We will prepare a small pack for customers that reach out to us after our initial discussion.

Do you offer trial periods?

We cannot offer trial periods for software.

We would never expose our software over a shared instance, daring to sandbox customers' keys and data.

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