Stocks and crypto workspaces
Review lane-specific market data, charts, watchlists, positions, orders, and account context without blending broker state.
Platform capabilities
A command center built around trading authority.
CxAI brings research, market state, automation, risk, and broker operations together—without hiding the boundaries between them.
Guarded execution
Trading engines re-check authoritative account and market state at the mutation boundary, then reconcile broker outcomes.
Advisory intelligence
Specialist agents, signals, and model channels contribute research and scoring while execution authority stays with the trading engine.
Operational visibility
Follow automation, service health, pipeline state, alerts, and risk posture alongside the market surfaces they affect.
Per-user brokerage scope
Identity, encrypted broker records, preferences, and runtime context stay tied to the active profile on each request.
Self-managed control plane
The standalone web application and core services run on private infrastructure, with model and data providers routed behind the gateway.
The working surfaces
One operating model, purpose-built views.
01
Desk
Account overview, charts, order entry, positions, orders, and watchlists.
02
Signals
Ranked market observations with supporting context and confidence.
03
Automation
Lane controls, schedules, pipelines, and current operating posture.
04
Risk
Exposure, drawdown, limits, account health, and kill-state visibility.
05
Agents
Role-scoped research, reasoning, and market-specialist conversations.
06
Operations
Infrastructure, monitoring, data services, and model-routing health.