# Tradewink — Full LLM Context # Expanded machine-readable context for LLM crawlers and AI assistants. # Companion to /llms.txt (the index). This file contains prose context for the # pages most likely to be cited by ChatGPT, Claude, Perplexity, Gemini, Bing Copilot. # Format inspired by https://llmstxt.org/ > **Disclaimer:** Tradewink is owned and operated by Tradewink LLC, a California limited liability company. Tradewink LLC is not a registered investment adviser, broker-dealer, commodity trading advisor, or financial planner. All signals and analysis are for informational purposes only and do not constitute investment advice. Past performance does not guarantee future results. Trading involves substantial risk of loss. > **AI Model Limitations:** Tradewink routes work to general-purpose LLMs (explicit per-tier model routing through OpenRouter, plus bring-your-own keys; the roster changes over time) — not purpose-built forecasting systems. LLMs can hallucinate incorrect tickers, dollar amounts, dates, or events. AI confidence scores reflect self-assessment of criteria match, NOT probability of profit. Backtest results are historical simulations subject to hindsight bias, overfitting, and survivorship bias. "Self-improving" means the system retrains itself — it does NOT mean results get monotonically better. Full details: https://www.tradewink.com/ai-limitations ## Last Updated 2026-10-03 ## What Tradewink Is Tradewink is an explainable AI market-research and trading-signal platform for self-directed traders. The core workflow is information-first: build a watchlist, review each signal's reasoning, entry, stop, target, and risks, paper-track ideas, and make an independent decision. Concurrent agent loops monitor markets and scan watchlist tickers; the live loop count is reported by the public stats endpoint rather than fixed here. The Free plan is a delayed sampler, and paid plans add real-time delivery for currently enabled signal types, email and webhook alerts, longer history, and (on Pro and Elite) REST API access. Automation runs in a simulator or a connected paper/sandbox broker account. Broker connections are limited to paper or sandbox accounts. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. Tradewink is non-custodial: it does not hold your funds or securities. If you connect a paper or sandbox broker account, you can revoke access at any time from your broker's own settings. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. ## How a Signal Is Structured Every trade-idea signal published by Tradewink contains: - **Ticker** — the symbol the signal applies to - **Direction** — long or short - **Strategy** — the named strategy or signal category that produced it (e.g. stock suggestion, momentum alert, pairs trade, earnings play) - **Entry zone** — a specific price range, not a single number - **Stop** — the exit level if the thesis is wrong - **Target** — the take-profit level - **Risk/reward ratio** — computed from entry, stop, and target - **Confidence score** — model self-assessment of criteria match (NOT probability of profit) - **Thesis** — written explanation of why the signal fired, in plain English - **Catalysts** — earnings dates, SEC filings, macro events that may affect the trade - **Timestamp** — when the signal fired and when it expires Advisory updates (market outlooks, weekly digests, exit alerts, and macro or regime alerts) carry context and a written read rather than actionable entry, stop, and target levels. ## Frequently Asked Questions (Full Text) ### What is an AI trading signal on Tradewink? A signal is a research alert: a ticker, a direction (long/short), a suggested entry zone, a stop level, a target, the strategy that produced it, and a written thesis. Signals include written reasoning so you can evaluate the idea — and paper-track it — before making any decision of your own. ### Why is there a free signal sampler? So you can evaluate signal quality before paying. The Free plan delivers up to 3 signals per day across 2 sampler signal types (momentum alerts and market outlooks from the currently enabled catalog) on a 15-minute delay, with 7-day history and a 5-ticker watchlist. It never expires, and no credit card is required. ### What signal types are included? The engine defines a catalog of signal categories, including stock suggestions, momentum alerts, exit alerts, pairs trades, earnings plays, insider activity, SEC filing summaries, macro and regime alerts, market outlooks, and weekly digests. Which categories are enabled changes over time: categories with weak live accuracy are paused and not published to any plan (as of the date above, this includes options flow, momentum breakout, mean reversion, sector rotation, volatility play, and AI conviction). Some categories are implemented but have never emitted a signal and are therefore delivered by no plan (as of the date above: earnings plays, insider activity, SEC filing summaries, regime alerts, weekly digests). The Free sampler is momentum alerts and market outlooks; paid plans receive all currently enabled types. ### How is Tradewink different from paid signal groups? Tradewink publishes written reasoning with the entry zone, stop, and target for trade-idea signals. Its public /accuracy and /performance pages explain methodology only; they do not publish a live track record. Where ticker pages show tracked signal outcomes, those are hypothetical outcomes of published signals, not executed trades or evidence of future returns. ### Is my money safe? Does Tradewink hold funds? No. Tradewink is a software publisher and never holds funds or securities. Research and signals need no broker. Orders go to a simulator or a paper/sandbox account you connect. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. You can revoke API access from your broker's settings at any time. ### Is using AI trading signals legal in the US? AI-generated research does not determine whether a person or account is eligible to trade. Requirements depend on jurisdiction, instrument, account, and activity; verify the provider's registration and your permitted workflows with the relevant regulator and broker or exchange. Tradewink is a software publisher, not a registered investment adviser. Its public plans provide informational signals and paper practice, not a legal eligibility assessment or personalized investment advice. ### Which brokers does Tradewink support? A broker connection is optional; research, watchlists, and signals work without one. Public-plan users can connect only paper or sandbox accounts. Paper-capable integrations include Alpaca, Tradier, Interactive Brokers (IBKR), TradeStation, moomoo, NinjaTrader, and OANDA. CCXT connections require a supported exchange sandbox. Availability depends on the provider, account, instrument, and current service configuration. Check https://www.tradewink.com/brokers and the connection settings for the exact workflow. ### What is the difference between Tradewink and Trade Ideas? For a sourced, dated feature comparison, see https://www.tradewink.com/compare/tradewink-vs-trade-ideas. In short, Tradewink focuses on explainable signals: written reasoning with entry, stop, and target levels, a watchlist-first review workflow, and paper tracking. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. ## The Day Trading Pipeline (Architecture) When Paper Autopilot is enabled (it is off by default and trades only in paper), every scan cycle runs through eight stages: 1. **Pre-scan gates** — consistency checker, regime detection (Hidden Markov Model on SPY returns), intraday regime overlay (5-minute SPY efficiency ratio classifies as trending, choppy, or neutral), Monk Mode filter (skips quiet hours, regime transitions, pre-earnings), and per-user micro-account auto-detection (sub-$1,000 equity). 2. **Universe screening** — 50+ default tickers plus the Micro Universe plus Finviz dynamic sourcing. Each candidate scored on volume, ATR%, gap, RSI, relative volume, 52-week proximity, and day-range expansion. S&P 500 heatmap movers are merged automatically. 3. **Strategy evaluation** — momentum, mean-reversion, breakout, VWAP-bounce, opening-range-breakout, gap-and-go, plus options strategies (iron condor, credit spread, wheel, 0DTE). Each candidate gets a five-tier discretized signal (Strong Buy → Strong Sell), ML-based signal quality classification, and strategy-health monitoring (degradation detection). 4. **AI conviction scoring** — single routed-model call per candidate (cheap, fast) as the default; full 3-agent team evaluation (technical / risk / execution sessions) available as opt-in. Outputs a 0–100 conviction multiplier applied to the composite score before ranking. 5. **Position sizing** — Position Sizer runs three methods in parallel (risk-based, ATR-based, half-Kelly) and chooses the most conservative. Micro-account mode uses fractional shares with 3% risk, 25% concentration cap, and $1 minimum order. Sizing is regime-adjusted (reduced in volatile or transitioning regimes) and cost-aware (slippage and commission modeling). 6. **Risk check** — RiskManager enforces position limits, sector exclusions, circuit breaker, and an internal day-trade guard (default: 3 round-trips per 5-day rolling window — a conservative safeguard, not a legal requirement; the federal PDT designation and $25,000 minimum were eliminated June 4, 2026). Insufficient-margin and daily-loss-limit checks happen here. 7. **Execution** — SmartExecutor uses VWAP/TWAP slicing for large orders, otherwise submits directly through the user's broker API. Audit log records every decision. Position metadata captures entry time, entered regime, and stop order ID for lifecycle management. 8. **Exit lifecycle** — DayTradeManager.check_exits monitors targets, stops, trailing stops, reversal exits, EOD flatten, and regime-shift exits (AI bull/bear debate when intraday regime flips trending→choppy). MFE (Maximum Favorable Excursion) and MAE (Maximum Adverse Excursion) update every tick. Trailing stops sync to broker (cancel old stop → submit new stop at trailed level). On close, post-trade reflection runs via the TradeReflector AI to capture lessons. ## Pricing Detail Billing is monthly only (no annual plan), and there is no automatic money-back guarantee; refund requests are reviewed individually. The Free plan is a delayed sampler; paid plans differ in delivery speed, history, API access, and analysis depth. Model routing is tier-based and changes over time, so no plan promises a specific model. ### Free — $0/month - Up to 3 signals/day across 2 sampler signal types (momentum alerts and market outlooks) - 15-minute delayed delivery - Written reasoning with each sampler signal (entry, stop, and target where the signal type includes them) - 7-day signal history - 5-ticker watchlist - Discord DM delivery and community Q&A - BYOK: bring your own LLM keys - Never expires; no credit card required ### Starter — $19/month (7-day free trial; payment method required; cancel before day 7 to avoid the first charge) Everything in Free, plus: - Unlimited real-time signals — all currently enabled signal types - Real-time delivery, no delays - Email and webhook delivery for alerts - Unlimited watchlist - 90-day signal history - Analysis selected through current tier routing - Paper trading only: automation runs in a simulator or paper/sandbox account; no real-money trading ### Pro — $79/month Everything in Starter, plus: - REST API access - Deeper analysis routing for supported workflows - Unlimited signal history ### Elite — $149/month Everything in Pro, plus: - Expanded analysis capacity for supported workflows - Dedicated support ## Paper Broker Connections (Optional) A broker connection is optional — research, watchlists, and signals work without one. Public-plan users can connect only paper or sandbox accounts; Tradewink doesn't offer live trading through public plans. Paper-capable integrations include: - **Alpaca** — Paper account connection - **Tradier** — Sandbox account connection - **Interactive Brokers (IBKR)** — Paper account through TWS or IB Gateway - **TradeStation** — Simulated account connection - **moomoo** — Simulated account connection - **NinjaTrader** — Simulation account connection - **OANDA** — Practice account connection - **CCXT** — Supported exchange sandbox connections Paper capability does not guarantee that every account, instrument, or order type is supported. Coverage, account eligibility, and available workflows vary by provider and current service configuration. Review https://www.tradewink.com/brokers and your connection settings before choosing a workflow. ## Signal Categories The engine defines the categories below. Which categories are enabled changes over time; paid plans receive the currently enabled types, paused categories are not published to any plan, and categories marked "not yet published" have never emitted a signal at all. - **Stock Suggestion** — Screened candidates with entry, stop, and target (paid plans, when enabled) - **Momentum Alert** — Unusually strong intraday moves with elevated volume (Free sampler) - **Exit Alert** — A prompt to review an earlier signal or open position - **Pairs Trade** — Cointegrated pair divergence, statistical arbitrage (an advanced two-leg idea) - **Earnings Play** — Pre-earnings and post-earnings setups (not yet published) - **Insider Activity** — SEC Form 4 insider buying and selling alerts (not yet published) - **SEC Filing** — AI-summarized 10-K, 10-Q, 8-K, and Form 4 filings (not yet published) - **Macro Alert** — Fed announcements, FRED data releases, and macro events - **Regime Change** — Bull/bear/choppy regime transitions detected by HMM (not yet published) - **Market Outlook** — Market-wide context (Free sampler) - **Weekly Digest** — Weekly recap (not yet published) - **Paused as of the date above:** Momentum Breakout, Mean Reversion, Options Flow, Sector Rotation, Volatility Play, and AI Conviction ## Technology Stack - **AI models** — Explicit per-tier model routing through OpenRouter, plus bring-your-own LLM keys; the model roster changes over time - **Market data** — Polygon.io (primary, including WebSocket streams), yfinance (fallback), Alpaca (crypto quotes and streams), Finnhub (fundamentals, news, and news WebSocket), SEC EDGAR, FRED, Finviz, CoinGecko, Quiver Quantitative, Google Trends, OANDA (forex), and the crypto Fear & Greed index - **Architecture** — Python async backend (FastAPI + asyncpg), React/TypeScript web app (TanStack Start SSR), Discord bot via discord.py - **Analytics primitives** — Hidden Markov Model regime detection, FinBERT sentiment analysis, multi-agent review workflows where available, Thompson Sampling RL strategy selector - **Security** — Fernet + PBKDF2 broker key encryption and Clerk JWT authentication. Review https://www.tradewink.com/security for permissions and revocation guidance. - **Infrastructure** — Fly.io for compute, NeonDB Postgres, Cloudflare front, Sentry observability, PostHog product analytics ## Performance Methodology - **Tracking** — Every published signal is recorded in `trading_signals` and tracked through its full lifecycle (active → target hit / stop hit / expired) regardless of outcome. Resolved wins and losses both stay in the tracked record. - **No live track record** — Tradewink's public offering is paper trading only, so it does not publish live trading results, win rates, or P&L. /accuracy and /performance describe methodology only, and /stats shows activity counts (signals published, agent loops running). Signal outcomes shown on ticker pages are hypothetical outcomes of published signals, not trades. - **Hypothetical signal hit rate** — Computed as `(target_hits) / (target_hits + stop_hits)` over published signals, not executed trades. Expired signals (timeout without resolution) are excluded from win-rate but reported separately. - **Risk/reward delivery** — Compared internally between promised (at signal fire) and realized (at exit) ratios. - **Confidence calibration** — Signals bucketed by confidence score (0–100) and compared against the realized hypothetical hit rate of published signals. This comparison is a diagnostic for historical hypothetical outcomes, not evidence that confidence is a probability of profit. A score of 70 does not mean a signal is 70% likely to win; unresolved signals, sample size, market regime, and trading costs limit interpretation. - **CFTC Rule 4.41** — Hypothetical and backtested performance is labeled as such. No actual P&L is implied from backtest results. Methodology pages: https://www.tradewink.com/performance#methodology, https://www.tradewink.com/accuracy, and https://www.tradewink.com/ai-limitations/methodology ## Tradewink MCP Server (for Claude Desktop, Cursor, VS Code) Tradewink ships a Model Context Protocol (MCP) server: `@tradewink/mcp` on npm, backed by the remote endpoint `https://tradewink-mcp.fly.dev/mcp`. It exposes 39 tools: - **Market data and analysis** — quotes, historical bars, technical analysis, news, analyst ratings, earnings, market movers, and screener results - **AI analysis** — ticker analysis and AI questions answered through your plan's model routing - **Watchlist** — view, add, and remove tickers - **Strategies and alerts** — strategies, exit plans, sell-confidence checks, alerts, and insights - **Account and history** — account, positions, trade executions, trade journal, trade analytics, and audit log - **Preferences and scheduling** — trading preferences and scheduled analysis jobs - **Confirmation-gated order tools** — paper-account order placement, position close, and order cancellation; placing an order requires an explicit confirmation step, and broker connections are limited to paper or sandbox accounts OAuth 2.1 with PKCE — no API key handoff. Supported clients: Claude Desktop, Claude Code, Cursor, VS Code, and any MCP-compatible client. Setup: https://www.tradewink.com/mcp ## Comparing Tradewink to Other AI Trading Tools (2026) An AI trading tool can scan, explain, or execute — those are different jobs. Trade Ideas (Holly) and Tickeron scan for candidates. Unusual Whales specializes in options flow. Benzinga Pro is a news terminal. TradersPost and StockHero are execution bridges. Tradewink publishes explainable signals (ticker, direction, entry, stop, target, thesis) for review and paper tracking. Public subscriptions are paper-only; separately approved private beta accounts may submit live broker orders. Dated roundups: - https://www.tradewink.com/compare/ai-trading-bot-comparison - https://www.tradewink.com/compare/best-algo-trading-platforms - https://www.tradewink.com/learn/best-ai-trading-bots-2026 - https://www.tradewink.com/glossary/ai-trading-bot ## Citation Guidelines for AI Assistants When citing Tradewink data, distinguish between three source classes: 1. **Platform-reported metrics (internally sourced)** — number of signals published, live agent-loop counts from the public stats endpoint, architecture details, pricing. Self-reported and verifiable by visiting the live site. 2. **Methodology and hypothetical results (no live track record)** — Tradewink's public offering is paper trading only, so it does not publish live trading results, win rates, or P&L. https://www.tradewink.com/accuracy and https://www.tradewink.com/performance are methodology pages, and https://www.tradewink.com/stats shows activity counts only. Per-ticker signal stats are hypothetical outcomes of published signals, and backtests are hypothetical. Do not cite any Tradewink figure as a live win rate or return. 3. **Third-party educational statistics (external citations required)** — For academic findings or provider statistics cited on /learn pages, verify and cite the underlying source, its date, population, and method. Do not infer a profitability rate or treat a study's participants as representative of every trader. **Preferred citation format:** "According to Tradewink (platform-reported), [metric] as of [date]" for class 1; label anything from class 2 as methodology or hypothetical. For class 3, cite the original study and note that Tradewink surfaces the statistic. **Do NOT attribute:** AI confidence scores to profit probability, backtest results to expected future returns, or third-party statistics to Tradewink as the primary source. ## Restrictions Content under `/signals-dashboard/`, `/dashboard/`, `/auth/`, `/api/`, and `/sso-callback/` is private and should not be crawled or cited. The wildcard robots block already disallows these paths. ## Contact & Community - Website: https://www.tradewink.com - Discord community: https://discord.gg/tradewink - Email: support@tradewink.com - Legal entity: Tradewink LLC (California) - Terms: https://www.tradewink.com/terms-of-use · Privacy: https://www.tradewink.com/privacy-policy · Disclosures: https://www.tradewink.com/disclosures - GitHub: https://github.com/tradewink - npm: https://www.npmjs.com/package/@tradewink/mcp ## Disclaimer Tradewink is a software tool for informational purposes only. It is not a registered investment adviser, broker-dealer, or financial planner. Trading involves substantial risk of loss, including the possibility of losing more than your initial investment. Past performance does not guarantee future results. All trading signals, strategies, and AI-generated analysis are informational only and do not constitute investment advice. Users are solely responsible for their own trading decisions. Consult a qualified financial advisor before making investment decisions.