What To Look For In AI Trading System Software

AI trading system software can make a huge difference in your ability to leverage the markets to your advantage. However, you need to find software that offers robust features to ensure you'll maximize opportunities and minimize risks. Look for these four features when you check out AI trading software.


Most folks are going to want to have access to multiple brokerages. Fortunately, many brokerages allow AI-based automation through their APIs (application programming interface). Ideally, your AI trading software should only require a key and perhaps a username and password to integrate with these systems. From there, it should be able to read balances, show current positions, display histories of trades, and pull up information about securities, cryptocurrencies, and other tradable assets.

Reporting and Notifications

Especially if you're trying to develop a particular trading system, you'll want to be able to pull up reports and analyze the system's performance. Reporting systems should display charts and performance levels for multiple periods, allowing you to take both the short and long views of things.

Similarly, you'll want the AI trading system software to send you notifications. For example, it should at least provide a summary of trades for each day. If you want, it should also provide notifications for individual trades. Also, you'll want notifications for failed or blocked trades so you can check what's going on with the brokerage.


Most folks will want to maintain relatively balanced portfolios, even if they're using AI trading software tools. You should be able to limit the overall percentage of your portfolio that the system can trade on any single asset. Also, you'll probably want to install limits across asset classes and subcategories. For example, someone trading stocks probably won't want the system to load up 50% of the portfolio in pharma startups.

Some platforms also limit the types and numbers of trades. You won't want to upset a broker by hammering something nonstop so limits on a per-day and per-brokerage basis can also be useful.


Using AI is one thing, but you'll also want to develop a system around it. AI trading software should include testing systems that allow you to backtest against older data. Likewise, you can use artificial tests to see how a strategy might survive market shocks. These can assure you that the AI won't go off the rails if the market experiences a shock like a flash crash or even a major movement due to something in the news.

Contact a local trading system company to learn more about AI trading software.