Keep the plan, the trade, and the outcome together.
Built first for swing traders managing multi-day to multi-week trades on individual names. Record the thesis, rules, fills, and outcome in a journal your AI client can read with delayed market data and primary-source research. Slatemark supplies them through Model Context Protocol (MCP), the open standard AI clients use to call data tools. Your AI client creates the response; Slatemark hosts no model.
Free includes the journal, framework rules, and one active AI-client connection. Strategy Scorecard is free on every plan. Plus adds read-only brokerage Account Data, available past booked activity, and periodic imports of newly available booked activity.
Brokerage access is read-only. Slatemark cannot place, modify, or cancel orders or move funds; journal and rule edits stay in Slatemark. Not investment advice. Slatemark is not a registered investment adviser. Rule defaults are starting points you configure, not recommendations tailored to your circumstances.
Ground the reply in your record and its sources Free core
Slatemark puts your journal and rules beside delayed market data and primary-source research. Results include source, fetch time, and freshness where available; your AI client controls the presentation.
User: “What changed since I wrote this trade plan?”
“I cannot compare this trade with a plan or rule I cannot see.”
“Compare the original thesisjournal · you with its pinned ruleversion preserved and the latest quotemarket data · delayed.”
Keep the plan beside the outcome Free core
Record the plan, update it as the trade changes, and close it with what happened. You supply the thesis, rules, tags, notes, planned risk, and realized P&L.
Trade journal
Add entries by hand or through your AI client. At your direction, journal tools can create, update, tag, or delete user-authored records, but only inside Slatemark. Plus can import and reconcile available booked activity; you still add the why and classification. Import CSV starts with a dry-run preview and duplicate checks. Free includes up to 100 accepted CSV rows in any rolling 30 days; Slatemark does not retain the uploaded file.
Framework rules
Use editable, versioned rules or one of three editable rule packs. Review the proposed changes before applying one. Journal entries preserve the rule versions you selected.
Strategy Scorecard
Review past closed trades by date and tag: win rate with a 95% confidence band, dollar expectancy, total P&L, average R where planned risk exists, and holding period. Figures unlock at five scored trades and stay marked low confidence through nine. Download a PDF or PNG.
Free on every plan. Enter closed trades and realized P&L yourself; Plus can reconcile available brokerage activity periodically.
The Strategy Scorecard describes your own past trades. It is not a recommendation, a signal, or a performance claim, and past performance doesn't guarantee future results.
Six questions to start with Free core
Start with a repeatable question for a ticker, position, catalyst, or closed trade. Optional plugins provide Codex skills and Claude Code slash commands; in another client, use the worked prompt. Each workflow uses plan-available evidence and names any gaps. The external AI client creates the response. Position review, Earnings setup, and Regime check require Plus.
Plan and monitor
- Pre-trade brief. Put a delayed quote and common indicators beside a level you supplied.
- Position review Plus. Compare recorded exposure with your cap, without prescribing an action.
- Earnings setup Plus. Show a delayed at-the-money straddle and implied range where listed, with no Greeks or structure recommendation.
Research and review
- Regime check Plus. Put the observed yield curve, dollar, credit, financial conditions, and volatility in one view.
- Catalyst map. Collect dated SEC filing facts and FOMC meetings without turning the timeline into an instruction.
- Post-mortem. Separate recorded outcomes from your notes, then keep your own lesson and tags.
Research in the AI client you bring Free core
Move from a delayed quote into price history, SEC filings, company facts, macro, Treasury, energy, and CFTC positioning. Free covers single-symbol and public sources; compare the plans for the extensions.
Bring your own AI client
Free supports one active connection, chosen from 7 compatible clients: Claude Desktop, Claude.ai, Claude Code, Codex, Gemini CLI, Cursor, OpenCode. ChatGPT and Gemini coming soon. Set up your client from the dashboard and disconnect it any time. Plus supports additional active connections.
Research coverage
Plus adds option chains, multi-symbol and whole-portfolio analysis, combined release schedules, deeper SEC views, and optional FINRA API-key access. Brokerage Account Data remains separate.
See coverage and limits
Prices and analysis. Delayed single-symbol quotes are about 15 minutes behind, with intraday history and extended hours where available. Option-chain snapshots start on Plus where listed; midpoint marks are indicative, not executable, and carry no Greeks. Slatemark has no order entry.
Public-source research. Free includes single-symbol technical indicators, primary-source EDGAR filings and company facts, FRED release data, the published FOMC calendar, Treasury auctions, CFTC positioning, and EIA energy data. Plus adds multi-symbol data fetches, portfolio risk, factor, and scenario analysis, combined release schedules, and optional FINRA API-key access.
Keep the record in view
Catalyst calendar Plus
Market-wide dates, plus available events for your watchlist and authorized linked holdings. Choose reminder lead times, including none. Subscribe with Apple Calendar, Google Calendar, or Outlook. Events exclude personal balances, position values, and share quantities. Native Google Calendar delivery is available too.
Read-only at your brokerage Plus
Add authorized accounts, balances, current positions, orders, activity, and fills to the record your AI client can read. Brokerage connections provide Account Data, not market data.
Account context, without order access
Slatemark never places, modifies, or cancels orders or moves funds. Past booked activity can be imported, and newly available booked activity arrives periodically. You add the thesis, rules, tags, and notes. The connection credential is encrypted at rest.
Disconnect and delete
Disconnecting removes the brokerage connection credential and broker-derived data for that connection, including reconciled activity and auto-created journal rows. Manual journal entries and CSV-imported journal entries remain.
Evaluating an AI trading claim? Read the red-flag and due-diligence guide.
Availability: Weekly Slate is not yet available.
Ready to start your trade journal?
Start on Free with the journal, framework rules, Strategy Scorecard, one active AI-client connection, and the first 2,500 successful tool calls in each rolling 30-day period. No card and no trial timer. Plus adds brokerage Account Data and periodic booked-activity imports.