Level the trading field.
The discipline your AI is missing.
Without Slatemark, AI clients invent numbers, forget your positions, and agree with whatever you pitch. Slatemark gives your AI a read-only window into your actual book, primary-source data with citations, and framework rules that push back before it validates.
Built first for swing traders: multi-day to multi-week trades on individual names, with the earnings, options, and macro context around them.
Every number arrives with a primary source, like a live quote at $1,043.20Schwab · 0.3s or Relative Strength Index — a momentum oscillator (0–100) that flags overbought (>70) and oversold (<30) conditions.(14) at 71.8broker bars.
Bring your own AI client. Works with Claude Desktop, Claude Code, Cursor, and more.
Closed beta · access by invitation: access@slatemark.ai
Read-only · not investment advice · no performance claim. Read the terms.
The same question, two answers.
User: “Should I trim my NVDA core here?”
“NVDA has been performing well lately. RSI(14) looks like it's around 68, approaching overbought territory, but not quite there yet. A lot depends on your risk tolerance and time horizon. Do you have a target price or a thesis you're working from?”
“Pulling the facts you'd
want on the table:
NVDA core opened 2026-03-14journal at $872.40journal, currently 23.4%live of Net Liquidation Value — the total cash-equivalent value of your account if every open position were closed at the current mark. against the 25%rule leadership-cap you set.
Live quote $1,043.20Schwab · 0.3s. Relative Strength Index — a momentum oscillator (0–100) that flags overbought (>70) and oversold (<30) conditions.(14)
daily = 71.8broker bars over the last 200
bars; your entry thesis recorded 75thesis as the trim trigger
you wanted to watch for.
Earnings is Wednesdaycalendar and your entry note
says ‘hold through, hedges absorb the binary.’
Hedge sleeve is 48%live decayed since open.
What would you like to weigh first?”
How it works.
Add the Slatemark MCP endpoint to the AI client you already use and mint a credential from the dashboard.
Customize the senior-analyst skill here, then drop it into your client so it knows how to think.
Ask about a position or a trade idea; it answers with sourced, timestamped numbers. The call stays yours.
A downloadable skill, customized here and dropped into your AI client, encodes the methodology: adversarial review on trade pitches, level-grounded TA at the prices you're acting on, and options analysis with greeks. Every tool returns a primary source and timestamp, so your AI cites numbers instead of recalling them.
Capture thesis, levels, catalysts, and rule references when you plan a trade, then close with structured exit prices. Ask where you're drifting from your own rules and what your pattern of wins and losses says, across class, lifecycle, day of week, and stop discipline.
Live broker quotes, options, and primary-source filings from Schwab, SEC EDGAR, FRED, the FOMC calendar, CFTC, EIA, and FINRA. Every claim cites its source; broker tokens are encrypted per user and nothing writes back to your broker.