Services
Velytra builds AI agent systems for trading operations. We connect Claude to your brokerages, automate the research and monitoring work of a desk, and wrap every action in risk gates and human approval. Each service below is something we run ourselves.
MCP servers for Schwab, Tastytrade, and Alpaca
Give an AI assistant secure, scoped access to accounts, quotes, option chains, and orders through the Model Context Protocol.
- Schwab MCP server on Cloudflare Workers with OAuth 2.0 PKCE, Durable Objects, and KV token storage.
- Automated token refresh, including hands-free MFA handling, so sessions stay connected.
- Tastytrade MCP for positions, DXLink streaming quotes, Greeks, and multi-leg orders.
- Alpaca MCP composed from the official server with a guarded, fail-closed order surface.
- Multi-broker aggregation through SnapTrade, including Fidelity, behind one broker interface.
- Account identifier scrubbing and tool allowlists to keep context small and data private.
Autonomous agents with guardrails
A multi-agent stack that runs on a schedule: a senior analyst screens and proposes, a reviewer grades outcomes, a healer fixes its own failures, and ops alerts go to Slack.
- Scheduled launchd jobs and Claude Code routines for daily screens, risk sweeps, and audits.
- Circuit breakers for daily loss and leverage, consulted before any order.
- Default-deny order guards and a walled-off real-money domain, separate from paper.
- Slack channel split: recommendations and fills in one channel, ops noise in another.
- Block Kit messages, slash commands backed by the analyst LLM, and a live dashboard.
- Protocol skills so the agent and the human follow the same written playbook.
Systematic premium selling
A cash-secured put income engine with covered-call overlay, built and measured as a system rather than a set of hunches.
- Volatility-based strike selection using the larger of implied and realized volatility.
- Earnings and event gates, liquidity floors, and a reference short book that vetoes names.
- One roll doctrine and one profit-take number, enforced in code and in the written protocol.
- Multi-year option history from ORATS and DXLink for replay, with point-in-time universes.
- Benchmarks that matter: the Cboe PutWrite index, buy-write indices, and off-the-shelf income ETFs.
- A method audit that catches sold-at-bid fills, missing dividends, and hindsight bias.
Drift detection and approved rebalancing
Mirror a benchmark account across entities and keep it aligned without touching the brokerage UI.
- Morning drift report comparing a managed benchmark account to its mirror, delivered to Slack.
- Live-quote rebalance proposals with what changed in the benchmark and why.
- Slack approve/reject buttons, then deterministic execution with no LLM in the order path.
- Equity and option orders, regular-session guard, and server-side proposal validation.
- Daily options review for personal books: roll, close, or hold on every open contract.
- Weekly personal-book refresh from brokerage feeds, which outrank verbal claims.
Strategies that grade themselves
Every closed trade feeds back into the system so the playbook improves on evidence.
- Post-mortem on every close, with realized P&L attribution per rule.
- Weekly playbook rewrite by a reviewer agent, within a fixed budget.
- Goal scorecards for income pace and drawdown, on the dashboard and in the digest.
- Monthly live-versus-replay reconciliation to separate fill, selection, and exit drift.
- Pull-request templates that require stated assumptions and what would flip the decision.
TTS qualification and optimization
Practical guidance on Trader Tax Status qualification, election timing, and record-keeping for active traders.
- TTS qualification analysis based on trading activity and patterns.
- Mark-to-Market (Section 475) election strategy and timing.
- Business expense deduction structuring for trading operations.
- Documentation systems that the agents above help keep current.
How we work with clients
Project-based
Defined-scope builds such as an MCP server, a drift pipeline, or an options screen with backtest.
Advisory retainer
Ongoing access for agent design reviews, protocol edits, and strategy questions as they arise.
Operate and improve
We run the agents, review the ops channel, and ship fixes, with you approving every trade.