Contact
Tell us about your desk, your brokers, and what you want AI to take off your plate.
Start here
Get in touch
Email us with a short description of your situation—which brokerages you use, whether you want an integration, an autonomous workflow, an options income system, or Trader Tax Status guidance—and what success would look like.
info@velytraai.com
What to expect
Engagement process
- Initial intake to understand your accounts, brokers, and goals.
- Scoping discussion to define the mandate, the guardrails, and the deliverables.
- Proposal with recommended architecture and engagement model.
- Build on a paper venue first, with you approving every step toward real money.
- Operate-and-improve support as needed.
We respond within two business days.
Common inquiries
What clients typically ask about
Brokerage MCP integration
Connecting Claude to Schwab, Tastytrade, Alpaca, or Fidelity via SnapTrade with OAuth and tool allowlists.
Agents and approvals
Scheduled screens, drift reports, and Slack approve/reject rebalancing with risk gates in code.
Options income and tax
Premium-selling systems with backtests, plus Trader Tax Status and Mark-to-Market planning.