One portfolio, every broker
Live holdings across Interactive Brokers, Trade Republic and comdirect in a single view — P&L per position in your base currency, and an evolution chart that shows trading performance, not deposit noise.
For thesis-driven swing traders
You don't trade candles — you trade a reason. Trade Mate turns that reason into a living playbook, then watches the news, the calendar and your portfolio, and tells you the moment reality diverges from your thesis.
You approve every change · full audit trail · everything reversible
OPEC+ surprise cut. Your energy thesis: 1 proposed change.
review diff →69d 2h NVIDIA Q2 earnings
LIVE BROKER INTEGRATIONS
Broker not on the list, or not ready to connect? Start anyway — a screenshot or a few lines of text brings your positions in, and you can connect whenever you're ready.
The thesis lives in your head, or a notes app that never talks back. The catalyst you were waiting for fires while you're at work. Three weeks later you're still holding — but you couldn't say whether the reason you bought still exists.
Trade Mate is the missing half of the desk: not a screener, not an algorithm — a thinking partner that holds your thesis in a form it can actually reason about, and challenges it when the world moves.
How it works
A few sentences in plain language — asset classes, horizon, what you think is happening and why. No YAML, no config, no data model.
AI research turns the sketch into a structured, time-aware playbook: catalysts, price triggers, regime gates, planned actions — a thesis on a timeline.
When a catalyst hits, a data release ticks, or news breaks, a multi-stage AI check asks one question: does this change the thesis?
Every finding arrives as a readable analysis plus a diff — one proposed change per row. Apply what you agree with. Undo anything. Full audit trail.
The desk, handled
Live holdings across Interactive Brokers, Trade Republic and comdirect in a single view — P&L per position in your base currency, and an evolution chart that shows trading performance, not deposit noise.
Your thesis as a sequence of nodes on a timeline — earnings, CPI prints, price levels, planned trades, kill-switch regime gates. Past greys out; the future carries live countdowns.
Three-stage AI analysis on every trigger: is this material? What are the cross-pillar implications? Output is a narrative you can read and a diff you can apply — never a raw model dump.
An in-memory sandbox of your live strategy. Test a rate-shock scenario, run a reality check against a hypothetical, save it as a named scenario — the live playbook never notices.
An append-only audit log of every action. One-click LIFO undo, snapshot views of the strategy at any moment, named baselines you can restore. Nothing is irreversible.
A WhatsApp message the moment a trigger fires, a deadline is missed, or a position crosses your threshold. You don't check in — the market comes to you. Telegram, email and push included.
Early access · rolling out
Reality checks grow into a conversation. Four desks read every event through their own lens — a consolidation layer distills them into one recommendation. Then you talk it through, like messaging a colleague who never sleeps.
conflict · sanctions · supply chains
innovation · product cycles
volatility · correlation · sizing
rates · central banks · FX
You choose your council — add, remove or re-brief the desks to match your edge.
Does the OPEC+ surprise cut change our energy thesis?
Materially, yes — the cut tightens supply into your Q3 window. Thesis holds, but the stop on the energy basket is now too loose for the new volatility regime.
One question back: do you expect the cut to hold through the next OPEC meeting? Your answer changes how hard we lean on the hedge.
The council proposes — you decide. No change touches your strategy without your explicit approval, in any mode.
Early access · rolling out
Browse strategies other traders run — with verified, privacy-preserving track records. Follow the authors, copy a playbook into your own workspace, and make it yours. Relative performance only: percentages, never account sizes.
by @rheinhold · 6M track record
Copy strategyby @chiplog · 9M track record
Copy strategyby @duvhold · 4M track record
Copy strategyHonest by design: track records are computed by the platform, not self-reported — and losing months stay on the chart.
Membership
Hosted by us, so you never touch a server. Launch pricing will be announced at release — early-access subscribers hear it first.
Try the desk
The working trader's desk
The whole floor
NOT FOR
High-frequency traders. Passive index investors. Anyone looking for a robot to trade for them — Trade Mate hands you sharper judgment, never the wheel.
Coming soon
Early access opens in waves. Leave your email and you're in line — launch pricing, the first invite, and the council's debut all land in your inbox first.