Early access · Not yet released
Research, strategy, execution, review. One workspace.
Seris is a personal trading workspace with an AI agent. Carry a single trade idea from research to backtest to execution to review, across equities, futures, FX and crypto, with you approving every move that touches funds.
Seris is in development. Join the waitlist to hear when early access opens.
Every market
TradeFi and crypto, in the same place.
A trade idea does not care which venue it lives on. Seris is being designed so one workspace can hold research, strategies and reviews across asset classes.
- 01
US equities
Stocks and ETFs
- 02
Futures
Index, rates, commodities
- 03
FX
Major and minor pairs
- 04
Crypto
Spot and derivatives
Asset classes we are designing for. Which brokers and exchanges will be supported has not been announced.
01 / One thread
One idea, one thread, from research to review.
Start with a sentence: what you noticed, what you want to test. Seris keeps the research notes, the strategy, the orders and the post-mortem attached to the same task, so context is never rebuilt from scratch.
- Natural-language tasks with an AI agent
- Research, strategy, execution and review stay linked
- Pick a thread back up without losing the why
02 / Backtest
Strategies you can test before you believe them.
Turn an idea into explicit rules, then run it against history. Assumptions, parameters and results are written down next to the strategy, so you can compare versions and see what actually changed.
- Rules written out, not hidden in a prompt
- Backtests saved with their assumptions
- Compare versions of the same idea
03 / Control
The agent proposes. You decide what touches your money.
Every action carries a permission level. Reading and drafting are cheap; anything that involves funds waits for your explicit confirmation, and one control stops the agent and pauses everything it has queued.
- Permission levels for every action
- Human confirmation before funds are involved
- One-click stop
04 / Replay
Every decision can be replayed and audited.
Seris records what the agent saw, what it proposed and what you approved as a trace. After the trade, review the timeline step by step and get an attribution of what drove the outcome: signal, sizing, timing or execution.
- Trace and replay of each task
- Automatic attribution in review
- An audit trail you can read
Workflow
Four stages, one continuous loop.
Each stage feeds the next, and review feeds the next idea.
- 01
Research
Ask questions in plain language, gather evidence across markets, and keep notes that stay attached to the idea.
- 02
Strategy
Turn the thesis into explicit rules with entries, exits and risk limits, then backtest them.
- 03
Execute
Stage orders with the right permission level. Anything involving funds waits for your confirmation.
- 04
Review
Replay the trace, see attribution, and write down what to change before the next round.
Research → Strategy → Execute → Review → …
Safety and audit
Built so you can always see, approve and stop.
An agent near your money needs boundaries you can read. These are the principles Seris is being built around.
- 01
Permission levels
Each action is tagged with a level, from read-only to actions that involve funds. You choose what the agent may do on its own.
- 02
Confirm before funds
Nothing that involves funds proceeds without an explicit human confirmation showing exactly what will happen.
- 03
One-click stop
A single control halts the agent and cancels what it has queued, so you are never waiting on a runaway task.
- 04
Trace and replay
Inputs, tool calls, proposals and approvals are recorded as a timeline you can step through afterwards.
- 05
Auditable by default
Decisions are logged in a readable form, so you can answer why something happened weeks later.
- 06
Your strategy, your call
Seris is software, not an adviser. It never decides for you, and it does not promise outcomes.
FAQ
Questions, answered plainly.
What is Seris?
Seris is a personal trading workspace with an AI agent. It keeps research, strategy, execution and review for a trade idea in one place, across TradeFi and crypto.
Is Seris available today?
No. Seris has not been released. You can join the early access waitlist and we will email you when access opens.
Which markets will Seris cover?
Seris is being designed for US equities, futures, FX and crypto. Specific brokers and exchanges have not been announced, and this page will not list any until they are confirmed.
Will the agent trade without asking me?
No. Every action has a permission level, anything that involves funds requires your explicit confirmation, and you can stop the agent at any time with one click.
Can I see why the agent did something?
Yes. Seris records each task as a trace of what the agent saw, proposed and did, and you can replay it step by step during review.
Is Seris financial advice?
No. Seris is software for organizing your own research and decisions. Nothing it shows is investment advice, and trading involves risk of loss.
What will it cost, and what do you collect?
Pricing has not been announced. The waitlist collects only your email address, which is used to tell you about early access.
Be early to a calmer way to trade.
Join the waitlist and we will let you know when early access opens. Email address only.
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