A Research Engine That Executes Trades.
Dual backtesting engines, AI-powered semantic research, regime-aware strategies, and walk-forward validation — all in one platform. 110+ strategies. Zero guesswork.
Built for Serious Traders
Why Trade OS
Not another charting platform.
Most trading tools give you charts and a buy button. Trade OS gives you a research engine, a validation framework, and risk controls that enforce your discipline automatically.
Two Engines, One Strategy
Write your strategy once. Screen it in seconds with the vectorized engine. Then promote it to a realistic event-driven simulation with order-by-order execution, fill modeling, and margin mechanics.
Fast screening → Realistic validation → Live deployment
AI That Researches, Not Just Alerts
Semantic search across news, earnings transcripts, macro data, and your own research library. ML models generate trading signals that feed directly into the backtest engine with full explainability.
Knowledge base → AI synthesis → Evidence-backed signals
Regime-Aware Strategies
The platform detects whether the market is trending or mean-reverting, classifies volatility regimes, and scores macro conditions. Strategies adapt their parameters automatically instead of using one-size-fits-all settings.
Trend + volatility + macro regime detection built in
Overfitting Protection
Walk-forward validation, Monte Carlo simulation, and bootstrap confidence intervals are first-class features. The system calculates an overfit ratio so you know whether your edge is real before risking capital.
Every strategy stress-tested before it trades a dollar
Platform
Everything you need. Nothing you don't.
110+ strategies, 14 options tools, ML signal generation, and composite research workflows.
Strategy Engine
110+ production-ready strategies across trend-following, mean-reversion, momentum, volatility, and event-driven categories. Bayesian parameter optimization with automatic out-of-sample validation.
AI Research Assistant
Open-ended research conversations backed by semantic search across news, earnings, macro data, and your own documents. Not a chatbot — a research co-pilot with full source attribution.
Alternative Data
Backtest with the full picture: market sentiment, factor exposures, macro indicators, institutional ownership changes, and volatility regime classification. Not just price and volume.
Options Suite
14 dedicated options tools: Greeks surfaces, expected move calculations, earnings-specific strategies, portfolio margin simulation, and automated hedge construction.
Multi-Exchange
Unified order management across brokers and exchanges. Consolidated portfolio view, cross-exchange risk analysis, smart order routing, and a single reporting layer.
Risk-First Controls
Risk engine embedded in the order flow: position sizing via Kelly criterion, correlation checks, exposure limits, and drawdown circuit breakers that enforce your rules when emotions run high.
How It Works
From hypothesis to deployment.
A research pipeline that validates ideas before they touch real capital.
Research
Explore ideas with AI-powered semantic search across market data, news, earnings, and macro indicators.
Backtest
Screen fast with vectorized backtests, then validate with event-driven simulation using realistic fills, costs, and market mechanics.
Validate
Walk-forward testing, Monte Carlo simulation, and regime stress tests. Know your overfit ratio before risking a dollar.
Deploy
Paper trade first, then go live with built-in risk controls. Position sizing, drawdown limits, and correlation monitoring enforced automatically.
Built-in Strategies
Options Tools
AI Market Monitoring
Regime Detectors
Beyond Price & Volume
Backtest with the data that actually moves markets.
Every data source is pre-integrated into the backtest engine. No CSV uploads, no custom pipelines.
Market Sentiment
News sentiment scoring with source reliability weighting and temporal decay
Macro Indicators
Yield curves, Fed funds rate, inflation, unemployment — auto-aligned to your backtest timeline
Factor Exposures
Market, size, value, profitability, investment, and momentum factor decomposition
Volatility Regimes
Automatic classification into low, normal, and high volatility environments
Institutional Flows
Ownership changes, insider transactions, and institutional positioning data
Earnings & Events
Earnings surprises, corporate actions, dividends, and splits integrated into event-driven backtests
Pricing
Simple, transparent pricing.
No hidden fees. No commission on trades.
Starter
For individual traders getting started.
- 1 exchange connection
- Vectorized backtesting
- 5 AI queries/day
- Community support
Pro
For active traders who need an edge.
- Unlimited exchanges
- Both backtest engines
- Unlimited AI research
- Walk-forward & Monte Carlo
- Options suite & alt data
- Priority support
Institutional
For funds, prop desks, and teams.
- Everything in Pro
- Multi-user team access
- Custom API limits
- Dedicated account manager
- SLA & on-prem deployment
Ready to trade with an unfair advantage?
Trade OS is opening to early adopters. Get in touch to see the platform in action and lock in founding member pricing.
Request Access