How do I set up algorithmic trading on the platform?

Chatref uses custom actions to securely interact with your brokerage or exchange API. Under Settings > Custom Actions, create a new action for trade execution. Provide the API endpoint URL (e.g., a REST endpoint to submit a market order), authentication headers (API key, secret), and map any required parameters like symbol, quantity, side, or order type.

Test the action directly in the playground to confirm it can place a simulated trade. Once verified, you can link it to an AI agent that will invoke it automatically when your strategy conditions are met.

Navigate to Training > Knowledge Base and upload your algorithmic strategies as PDFs, plain text, or link to your internal trading documentation. This includes technical indicator rules, risk management tables, entry/exit logic, and market session calendars.

The knowledge base uses RAG-grounded retrieval, so the AI agent will answer from your exact content – not from general internet knowledge. This ensures every decision it makes aligns with your proprietary approach to auto-trading.

Create a dedicated AI agent under Agents > New Agent. Give it a clear role, for example, "Algorithmic Trading Assistant". In the agent prompt, define its behavior: it must evaluate live market data (supplied by a separate data feed or via a custom action that fetches quotes), cross-reference your uploaded strategies, and trigger the trade custom action only when entry conditions match.

You can also teach the agent to handle risk limits, log decisions, and send alerts via the shared inbox. Because it’s grounded in your knowledge base, the agent won't hallucinate trading rules or misapply your logic.

All agent responses and action calls appear in the Inbox. You can review every trade decision, see the chain of reasoning, and intervene in real time if needed. Use conversation tags to classify signals, and check the Insights tab for summaries of what the agent is doing – including top triggers, rejected signals, and sentiment patterns.

Refine your knowledge base and agent instructions iteratively as markets change. Since Chatref is pay-as-you-go, you pay only for the AI responses used to evaluate or execute trades, with no idle cost during off-hours.

How do I create an algorithmic trading strategy?

Document your strategy rules in any text format: entry conditions, indicators, position sizing, and exit logic. Upload these files to Chatref’s knowledge base so the AI agent can retrieve and apply them precisely when making trading decisions. No coding is required; the strategy lives as standard business rules that the agent reads just like a human analyst would.

Can I automate my trades?

Yes. After setting up a custom action that calls your broker’s API, you configure an AI agent to trigger that action automatically when market conditions match your strategy. The agent evaluates signals against your knowledge base content, and if confirmed, it places the order – fully automated, with human oversight available through the shared inbox.

What tools are available for auto-trading?

Chatref provides three capabilities that work together for algorithmic auto-trading: custom actions to connect to your exchange and execute orders, a knowledge base to store and ground your strategy documents, and AI agents that reason over market data and your rules to decide when to enter or exit a trade. All features are included, with no per-bot fees and no coding beyond API configuration.