Put AI to work on your trading desk, with guardrails.
Velytra designs and builds AI agent systems for traders, advisors, and fintech teams—connecting Claude to brokerage accounts through MCP, automating research and portfolio monitoring, and keeping every order behind a human approval and a hard risk gate.
Who we serve
Active traders, advisors, and small funds who want AI doing the repetitive work of a desk without giving up control of the book.
- Options income traders running cash-secured puts, covered calls, and rolls at scale.
- RIAs and family offices mirroring a managed benchmark account across entities.
- Fintech teams connecting LLM assistants to brokerage APIs safely.
- Traders seeking Trader Tax Status qualification and Mark-to-Market planning.
What you gain
- Claude connected to your brokerage data with OAuth, account scrubbing, and tool allowlists.
- Daily screens, position reviews, and drift reports delivered to Slack on a schedule.
- Trade proposals you approve with a button, executed deterministically after the click.
- Backtests and post-mortems that grade the strategy against honest benchmarks.
What we deliver
MCP servers for your brokers
Production MCP servers for Schwab, Tastytrade, and Alpaca, plus multi-broker aggregation through SnapTrade.
Scheduled agents with guardrails
Analyst, reviewer, and healer agents on launchd and Claude routines, reporting to Slack ops channels.
Systematic premium selling
Volatility-based strike rules, earnings gates, roll doctrine, and profit-take dials, replayed on years of option history.
Drift detection and approvals
Mirror a benchmark account, detect drift every morning, and rebalance through Slack approve/reject buttons.