Natural-Language Q&A
Ask about positions, P&L, risk, and market in plain words.
We build conversational AI trading assistants that let you ask about your positions, P&L, market conditions, and setups in plain language - on Telegram, web, or desktop - powered by Claude or ChatGPT and connected live to your broker or exchange data.
Agreed scope · Reviewable milestones · Documented handover

Conversational UI
Live account data
Telegram / web / desktop
Read-only or guarded
An AI trading assistant turns your account and the market into something you can simply talk to. Ask what is my exposure, why is EURUSD moving, or summarise my open trades and it answers from live data, not guesses. We connect it to your broker/exchange, ground every answer in real numbers, and keep it read-only by default with optional guarded actions. Built on Claude or ChatGPT with retrieval over your data, it is a personal analyst that never sleeps.
Ask about positions, P&L, risk, and market in plain words.
Answers from your real account and market feeds, not hallucination.
Telegram, web widget, or desktop app.
Actions are optional, gated, and confirmed.
Best-fit model, or both behind one interface.
On-demand summaries and daily recaps of your book.
Our AI trading assistant development service turns your account and the market into something you can simply talk to - on Telegram, web, or desktop.
Every answer is grounded in live broker/exchange data, so you get real exposure, real P&L, and real market context - not model hallucination.
It stays read-only by default; optional actions are gated behind confirmation and hard risk limits.
Built on Claude or ChatGPT with retrieval over your data, you get a personal analyst that never sleeps - with full source ownership and support.
We agree the requirements and review working milestones together. The process below is adapted to the systems, testing and operating needs of your project.
We define what you want to ask, which data sources it needs, and the delivery channel.
We keep it read-only by default; any action is gated and confirmed before it runs.
We connect live data, ground responses in real numbers, and build the chat interface.
We test accuracy on real questions, tune responses, then deploy on your channel.
Share the workflow you want to improve, the platforms you use and any existing code or examples. We’ll work through the requirements, dependencies and acceptance checks with you before proposing a build.
Each custom project is quoted individually. Hosting, external services and ongoing maintenance are made clear in the agreed scope.
Talk through your requirementsAnswers to the questions that help define your project.
Anything grounded in your data - open positions, exposure, P&L, why a symbol is moving, a summary of today’s trades, or an explanation of a setup. It answers from live numbers, not guesses.
Optionally, and only behind explicit confirmation and risk limits. Most clients start read-only and add guarded actions later.
On Telegram, a web widget, or a desktop app - your choice. Your data and API keys stay under your control.
Always, before any account or strategy details are shared.
We review your requirements, integrations and delivery scope before preparing a project-specific quote. The proposal sets out the work, milestones and any ongoing costs. Changes are discussed and agreed before additional work begins.
Trading engineers who build grounded AI, not chatbots that guess.
Read-only first - safety and privacy by design.
Full source-code ownership, docs, and 30-day support.
Transparent process and a 5.0-star Upwork record.
We define your questions and data sources, keep the assistant read-only by default, ground every answer in live numbers, build the chat interface, test on real questions, then deploy on your channel.
Tell us what you need from ai trading assistant development. We’ll work through the scope and next steps together.