V1.1: Investment Intent To Paper Trade

[deeprnd]

Epic

As an investor, I can type a plain-English market thesis and Tickoni turns it into a concrete basket, checks whether I can afford it, and lets me place or save a paper trade inside hard limits.

Example:

I want to invest USD 2,000 in AI infrastructure, but avoid single-name
concentration and keep it to US-listed ETFs or large-cap equities.

What the user can do

• Enter an investment thesis in natural language
• Choose an account or demo portfolio
• Receive a basket of candidate instruments
• See why each instrument belongs in the thesis
• See a proposed allocation by dollars and percentages
• See which instruments were rejected because they are outside scope
• Preview a trade ticket from the basket
• See estimated cost, cash available, buying power, remaining cash, and max affordable amount
• Place the trade in paper mode or save it as a proposal

Success demo

An exec types one investment thesis and gets a polished basket, a ticket, an affordability check, a USD 2,000 paper trade, and a blocked USD 25,000 variant with max affordable amount and exact reasons.

Capability depth

trading_portfolio.read
market_event.read
trading_order.recommend
trading_order.propose
trading_order.place        paper-only

Scope: US equities and ETFs, NYSE/NASDAQ, no options/futures/leveraged ETFs/inverse ETFs/crypto.

Non-goals

• No live order placement
• No margin trading
• No options, futures, leveraged ETFs, inverse ETFs, or crypto
• No autonomous rebalancing

Evidence gate

V1.1 closes when thesis-to-paper-trade output is reproducible from fixtures, rejected instruments explain their scope failure, and oversized orders produce durable trade-ticket evidence.