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For everyday investors

AI that helps you trade by your own rules.

Some AI apps will place a trade whenever you ask. We do something different. TAI, the DFT AI, helps you write down your own rules. Then a simple, fixed safety check makes sure every trade follows them, the same way every time. If a trade breaks one of your rules, we stop it and tell you why in plain English.

Get started How it’s different
No codingWe never tell you what to tradeWe never hold your money
Example for illustration.
How it’s different

It’s not about the AI. It’s about the guardrails.

New AI assistants like Meta’s Muse and OpenAI’s Dots (general assistants; neither places trades today) can do a lot. We use AI too. The difference is what happens between “the AI decided” and “your broker got the order”.

AI that trades when you ask

You ask, it acts.

  • Every request is a fresh judgement call.
  • Ask the same thing twice and you may get two different answers.
  • Your limits get lost somewhere in a long chat.
  • When something goes wrong, it’s hard to know why.
DealerFlow

You set the rules. A fixed check applies them.

  • You write your rules once, with help from TAI, the DFT AI.
  • A fixed check, not the AI, decides whether each trade follows them.
  • Same rules, same situation, same answer, every single time.
  • Every “no” comes with the reason.
Think of a calculator. Ask a friend to add up a long list of numbers and you might get a slightly different total each time. A calculator gives you the same answer every time. TAI is the friend who helps you work out what you want. The safety check is the calculator. (Engineers call this “deterministic”.)
TAI · the DFT AI

Meet TAI. Here’s what it does, and what it never does.

13 examples. Pick one.

Examples for illustration. Every setting shown is a real setting in DealerFlow.

What TAI does

  • Turns what you say in everyday words into a proper rules form.
  • Fills in the settings for you, so you don’t have to learn them.
  • Only works when you send it a message.

What TAI never does

  • Pick stocks or tell you what to trade.
  • Save or switch on your rules. That’s always your click.
  • Decide whether a trade goes through. The fixed check does that.
Already use your own AI assistant? It can check with DealerFlow before it sends a trade. We reply “OK” or “No, and here’s the rule it breaks”. Your assistant and your broker still do the rest. (For the technically minded: it works over MCP, the standard way AI apps connect to tools.)
Test before you trust

Try your rules on the past before you use them.

Before your rules go anywhere near a real trade, see how they would have behaved, and how they stack up against other rule sets.

1

Make your rules

Tell TAI what you want in your own words, or start from one of six ready-made rule sets, from very careful to bold.

2

Press Backtest

We replay the signals that really happened, on real past prices, over 30 days up to a year.

3

Compare side by side

Put your rules next to any other rule sets, on the same stocks and the same dates. See which signals did the work.

4

Keep it or change it

Happy? Save it. Not happy? Change a setting and test again. Nothing is used until you save it.

Six ready-made rule sets to start from, each showing its key settings
Real screen · sample data Six ready-made starting points. Each one shows its key settings in plain view: how much to risk, the daily loss limit, whether short positions are allowed. Results are hidden here.
The Backtest screen: a simulated replay of a rule set, results grouped by stock or signal, and a panel to compare it with other rule sets
Real screen · sample data The Backtest screen. The banner says it plainly: simulated, not real trades. Group the results by stock, signal, day or reason. Below, add any other rule sets to compare. Dollar figures are hidden on this page.
Honest by design. Backtests are always labelled “Simulated — not real trades”, kept apart from your real results, and never used to train anything. They replay only signals that really happened, on real prices; they don’t invent any. The past does not predict the future. Backtesting works on stock rule sets.
What the safety check looks for

The everyday mistakes it catches.

You choose most of these limits. A few checks are built in for everyone.

📉

Losing more than your daily limit

Once you hit the most you said you’d lose in a day, new trades stop until tomorrow.

🔁

Too many trades

A cap on trades per day, so one bad morning doesn’t turn into ten trades.

👯

Doing the same thing twice by accident

A duplicate order is caught and stopped.

⏰

Trading at times you ruled out

Only during the hours you picked, and never after the day’s cut-off.

📅

Earnings days

If you said “not on earnings days”, it won’t, even if you forget.

🕰️

Old prices

If the price information is out of date, the trade waits rather than guessing.

↔️

A bad price gap

When the gap between the two sides of a price quote is too wide, you would pay too much just to get in, so it’s stopped.

🧩

Risky option set-ups

Option trades that could lose far more than you put in are blocked on the options desk.

🚪

Never stops you getting out

Closing a position you already have is never blocked by your limits.

See it

The real app.

These are screenshots of the actual DealerFlow screens, filled with sample data. Sample data is made up for display and is not a suggestion to trade anything.

Income Desk: what each account may risk — budget, per-stock cap and gap limitA stock held out this week because the company reports earnings
Real screen · sample data Your limits, in writing. On the income desk you set what each account may risk. Below it, a stock is held out this week because the company reports earnings.
Market research: what would confirm, delay or break today’s picture
Real screen · sample data Research that explains. What would confirm, delay or break today’s picture. It describes the market; it doesn’t tell you what to do.
Covered-call desk: the steps, each with why it matters
Real screen · sample data Every step explains itself. Each step on the covered-call desk says why it matters, from which positions it may touch to the final check before anything is sent.
Why this matters now

AI can already place trades. Few things check it.

7 US brokersnow let AI assistants look at your account and place or draft trades.[1]
41% vs 50%A six-month study of AI trading agents using real money found they won 41% of trades against a 50% benchmark, used the same leverage in calm and wild markets, and showed no edge in picking direction.[2]
June 2026members of Congress asked the SEC what protects people when AI trades on its own.[3]
[1] StockBrokers.com, “Best brokers for AI trading agents”: stockbrokers.com/guides/ai-agent-brokers [2] arXiv 2609.05663, “What LLM trading agents actually do in production”: arxiv.org/pdf/2609.05663 [3] Reps. Foster and Sherman, letter to the SEC, June 2026: foster.house.gov Muse and Dots: Meta, Introducing Muse · TechCrunch, OpenAI launches Dots. We mention them only as examples of general AI assistants. The study in [2] covers crypto markets.
Get started

Four simple steps.

1

Ask to join

Fill in the short form below. We set up your account and email your login.

2

Link your broker

We help you connect your brokerage account (Charles Schwab today). Your money stays there.

3

Set and test your rules

Tell TAI in your own words, or start from a ready-made set. Backtest it and compare before you save.

4

Trade with your rules checked

Every trade is checked against your rules first. If one is stopped, you see why.

What you sign up for

One simple subscription

No fee per trade. A fee per trade would reward trading more; we’d rather you trade the way you planned.

  • The safety check on every trade
  • TAI, the DFT AI, to help write your rules
  • Ready-made rule sets to start from
  • Backtest your rules and compare them side by side
  • A plain answer to “why didn’t that trade happen?”
  • Market research screens that explain what’s going on
  • Stocks, options, and income strategies
  • Works with your own AI assistant too
Ask to join

What you need

  • A brokerage account (Charles Schwab today)
  • A web browser. Nothing to install.
  • Your own ideas. We check trades; we don’t pick them.

What you don’t need

  • Any coding
  • An AI subscription of your own
  • To hand over control. Orders are checked against the rules you saved.

We share pricing when you ask to join.

Our promises

Simple promises, built into the software.

We never tell you what to trade

We’re a technology company, not a financial adviser. The ideas are always yours.

We never hold your money

Your money stays in your own brokerage account.

Your information is yours

Your account data is locked to you inside the database itself. Other customers can’t see it.

No made-up numbers

The live app never shows figures that were invented. The software refuses fake data outside of testing.

You can always get out

Your limits never stop you closing a position you already have.

A record of every change

Every version of your rules is kept, so you can always see which rules a trade followed.

Free daily email

Today’s Market X-Ray.

A short daily email describing the tape: what the market is doing, in plain words. It describes; it never tells you what to trade, and it is not investment advice.

The first issue is not published yet. Sign up and it arrives the day it is.

Check your inbox to confirm your email.

Double opt-in: we send one confirmation request before anything else. Unsubscribe from any issue.

Ask to join

Trade by your own rules.

Tell us a little about how you invest. We’ll get back to you and help you set up.

For a fund, an advisory firm or a trading platform, see our institutional site.

Thanks, we got it

Someone from our team will email you soon.

Questions

Questions people ask.

Is this an AI that trades for me?

No. TAI, the DFT AI, helps you write down your rules. It can’t save them, switch them on or place trades. A fixed safety check, not the AI, makes sure each trade follows your rules.

Will you tell me what to trade?

No. We’re a technology company, not a financial adviser. The ideas are always yours; we only check that trades follow the rules you set.

What does “the same way every time” mean?

The safety check is ordinary software with fixed rules, like a calculator. Give it the same rules and the same situation and it always gives the same answer. A chat AI can answer differently each time you ask.

Can I try my rules before using them?

Yes. Press Backtest to see how your stock rules would have behaved on real past prices, and compare them with other rule sets on the same stocks and dates. Results are clearly marked as simulated, and the past does not predict the future.

Do I need to know how to code?

No. You can describe your rules in everyday words, or start from a ready-made set and change a few numbers.

Where is my money kept?

In your own brokerage account (Charles Schwab today). DealerFlow never holds your money.

Can the safety check stop me getting out of something I own?

No. Your limits never block closing a position you already have.

Can I use my own AI assistant?

Yes. Your assistant can check with DealerFlow before sending a trade, and we answer “OK” or “No, here’s why”.

How do I sign up?

Fill in the form on this page. We set up your account, help you link your broker and email your login. There’s nothing to install.