How SmartSwing works
SmartSwing operates as an autonomous portfolio management system. Once configured, it executes a complete daily investment workflow without human intervention — and explains every decision in plain English.
The daily workflow
From pre-market intelligence to end-of-day review, every step is automated and transparent.
Pre-Market Intelligence
Each morning, an AI briefing analyzes overnight market developments, sector performance, and volatility indicators. It classifies the current market regime as trending, range-bound, volatile, or crisis — and adjusts strategy weights accordingly.
Signal Generation
Multiple uncorrelated trading strategies scan the equity universe using technical indicators like RSI, Bollinger Bands, EMA crossovers, and ADX. Each strategy is specialized: mean reversion captures oversold bounces, momentum rides breakout trends.
AI Validation Gate
Every trade signal passes through an AI validation layer that cross-references technical indicators against news sentiment, sector context, and portfolio risk. Ambiguous signals are approved, rejected, or adjusted — and the reasoning is recorded as a human-readable trade thesis.
Risk-Managed Execution
Approved trades execute through Alpaca with fractional share support. Position sizes, stop losses, cash reserves, and portfolio-level risk limits are enforced automatically. Correlation screening prevents concentration risk.
Continuous Monitoring
Positions are monitored throughout market hours with automated stop-loss and trailing-stop enforcement. If drawdown thresholds are breached, trading halts and the system can automatically revert your trust ladder stage.
End-of-Day Review
An end-of-day snapshot captures portfolio state. A nightly AI review generates lessons learned from closed trades, identifying recurring patterns across market conditions to improve future decisions.
Multi-strategy ensemble
Multiple uncorrelated strategies work together, adapting to changing market conditions.
Mean Reversion
Identifies stocks that have moved significantly below their historical averages and are likely to bounce back. Uses RSI, Bollinger Bands, and volume confirmation.
Momentum
Rides breakout trends by detecting EMA crossovers, ADX trend strength, and price breakouts above recent highs with volume surge confirmation.
Conductor (Meta-Allocator)
A regime detection layer that dynamically adjusts capital between strategies based on whether the market is trending, range-bound, volatile, or in crisis mode.
Where trade theses come from
Every position is accompanied by a plain-English explanation generated by the AI validation layer.
- A trading strategy generates a signal based on technical indicators
- The signal is sent to the AI validation gate along with news sentiment data
- The AI reviews the signal against market context, sector trends, and portfolio risk
- It produces a structured decision: approve, reject, or reduce position size
- A plain-English trade thesis is generated explaining the reasoning
- The thesis is stored and displayed alongside the position in your dashboard
What you see each day
Your dashboard provides a complete picture without requiring any action.
Morning briefing
AI assessment of market conditions and strategy positioning for the day.
Trade notifications
Real-time alerts when positions are opened or closed, with the trade thesis attached.
Portfolio overview
Current positions, P&L, equity curve, and risk gauge — all in one view.
Evening review
AI post-mortem of the day's activity with lessons learned from closed trades.
What happens before live trading
SmartSwing includes a progressive trust ladder that lets you observe the system trading with simulated capital before committing any real money. You control every transition, and the system can automatically revert to a safer stage if risk thresholds are breached.
Learn about the trust ladderReady to see investing differently?
Begin with paper trading. Observe the system. No credit card required.
Investing involves risk. SmartSwing does not guarantee returns.