1:08Open Swarm / Feature film
Trading research — Build the idea. Follow the strategy.
1:21 · English captions
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In this film
The story
Open Swarm Finance goes deep into trading. Move from a research idea to a strategy you can inspect, test, and operate within explicit limits. Conversational Strategy Studio helps shape the idea. Research views, watchlists, and market movers provide context before you commit to a strategy.
About the demonstrationThe finance screenshot uses Plaid demonstration data. Account views and briefs depend on configured connections. Backtests and paper fills are simulations, not guaranteed returns. Live execution depends on supported brokers, accounts, permissions, and strategy limits; optional market-intelligence products are separate capabilities.
Read the full transcript
0:00Open Swarm Finance goes deep into trading. Move from a research idea to a strategy you can inspect, test, and operate within explicit limits.
0:10Conversational Strategy Studio helps shape the idea. Research views, watchlists, and market movers provide context before you commit to a strategy.
0:21Portfolio allocation and monthly review help you assess the plan. Earnings rules and event playbooks make important market events part of the strategy discussion.
0:32Supported execution paths include timed orders and settlement visibility. They require the correct provider, account, and authorization; paper results remain separate from broker fills.
0:45The optional Futures Research application prepares research proposals. Daily Trade Recap can produce an approved recap, keeping the source context and publishing decision visible.
0:57Backtest the strategy, inspect its assumptions, and practice with paper money. Move to supported live execution only after reviewing and approving the strategy and its limits.
1:09Run the workspace locally and choose your AI. External market, broker, and model services receive the information you send.
