Stock Trading Platform

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  1. Stock Trading Platform
  2. Use Proto with this system
Reference

Put an AI agent to work in Stock Trading Platform

Prepare and review instructions, fills and exceptions with Proto.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Trader: List my instructions still open at the provider with their counterparty and amount.
  • Independent Reviewer: Show instructions in review over US$1 million with their attachments.
  • Operations Analyst: List unverified evidence lines older than one hour and failed operation receipts with their reasons.
  • Desk Manager: Show working orders by account with filled and remaining quantity.

What stays with a person

  • Independent reviewers approve instructions and execution receipts, and traders submit to providers.
  • Proto prepares lists and drafts for them; it does not approve, submit or verify on its own, and it works with the permissions of the person or service account it runs as.

Independent reviewers approve instructions and execution receipts, and traders submit to providers. Proto prepares lists and drafts for them; it does not approve, submit or verify on its own, and it works with the permissions of the person or service account it runs as.

Set up Stock Trading Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started