Monitoring agents
Build agents that watch approved symbols, data feeds, platform states, market internals, or workflow conditions and alert when defined situations appear.
Agentic Trading Software
Build supervised trading agents that monitor context, coordinate tools, prepare decisions, escalate exceptions, and support controlled trading workflows without pretending risk disappears.
20+
years serving traders
2,000+
custom software projects delivered
Human
review points scoped upfront
Why Agentic Trading
Agentic trading projects fail when the agent is allowed to improvise without clear data boundaries, tool permissions, escalation rules, and failure behavior. Moore Tech scopes the workflow first so the software has a defined job.
Market, account, or platform context needs to be monitored across multiple systems
Research, alerts, reports, and trade-prep steps take too much manual effort
A broker or platform API needs controlled orchestration instead of one-off scripts
Exceptions, disconnects, partial data, or state changes need clear escalation paths
What Agentic Means
A practical trading agent can watch data, compare conditions, call approved APIs, assemble reports, trigger alerts, and prepare next-step actions. The scope still needs explicit permissions, safeguards, and human-review rules before anything sensitive is automated.
Build agents that watch approved symbols, data feeds, platform states, market internals, or workflow conditions and alert when defined situations appear.
Connect agents to approved broker APIs, platform exports, files, dashboards, databases, or reporting systems with clear permissions and failure handling.
Automate market summaries, strategy review notes, post-session reports, exception logs, and decision-support dashboards for trading operations.
Define review steps, approval gates, risk limits, account boundaries, and escalation rules so sensitive actions stay controlled.
Project Scope
Before development begins, Moore Tech defines the agent role, data sources, tool permissions, review points, failure behavior, deliverables, and quote path.
Agent role definition with allowed and blocked actions
Data, API, platform, and account assumptions documented upfront
Human-review, escalation, logging, and risk-control rules
Software build, validation plan, setup guidance, and support path
Platform Fit
Agents can support monitoring, alerts, reports, strategy review, and workflow coordination around platform-specific behavior.
TWS API, data feeds, files, and dashboards can be integrated when permissions, timing, and account boundaries are clear.
The safest first version often prepares recommendations, alerts, reports, or staged actions for review before any deeper automation is considered.
Process
Send the workflow, data sources, platforms, desired agent behavior, and where human review should happen. Moore Tech turns that into a practical build path.
01
Clarify what the agent should monitor, decide, prepare, report, escalate, or leave untouched.
02
Document data access, API permissions, blocked actions, review gates, logging, and failure behavior.
03
Develop the workflow and test it against examples, edge cases, platform states, and expected review paths.
04
Deploy the first controlled version with setup guidance, support expectations, and a path for future automation if justified.
Planning Guides
These guides help separate rule-based automation, AI-assisted trading, and agentic workflows so the project starts with the right scope.
Questions
Agentic trading is still trading software. The useful work is defining what the agent can see, which tools it can call, when it must escalate, and what humans must approve.
Agentic trading uses software agents to monitor context, call approved tools, prepare actions, generate reports, or coordinate parts of a trading workflow. It is different from a simple rule-based bot because the agent can manage a broader workflow, but it still needs strict boundaries and oversight.
That depends on the platform, broker API, account permissions, risk controls, and legal or operational requirements. Moore Tech normally starts with supervised workflows, alerts, reports, and staged actions before considering direct order automation.
Algorithmic trading usually executes predefined strategy rules. Agentic trading coordinates workflow around rules, data, tools, and exceptions. The two can work together when the agent supports monitoring, review, reporting, or controlled execution around an existing strategy.
Start With the Workflow
Send the platforms, data sources, desired agent behavior, tool permissions, human-review points, and examples. Moore Tech will review the request and tell you what the quote path looks like.
Request an Agentic Trading Quote