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Academy course · $25/month

AI Agent Research And Trading Workflow Automation

  • 12 lessons
  • 3 modules
  • about 4 h 2 min
  • level: beginner
  • a quiz after every lesson

Part of Academy — $25/month (paid plans open to the founding list first).

What you'll learn

Every week a trader blows up because they trusted an AI-generated trade idea without verifying a single assumption. The pattern never changes: paste a chart into a chatbot, get a confident-sounding call, take the trade, and watch the market do the opposite. This course builds the opposite habit. You wire language models into the one job they are actually good at — reading, summarizing, structuring, and attacking research — and you keep them permanently away from the decision. Nothing here predicts price, and nothing places an order.

You build the discipline in order: why AI is a research assistant and never an oracle, four separated agent roles with a risk officer who holds a veto, a prompt-to-hypothesis contract validated as JSON, citation verification that quarantines fabricated sources, a backtester whose signal is mechanical and whose model only reviews for bias, an adversarial critic that blocks on a single critical flaw, hallucination detection against ground truth, reproducible experiment logs, a two-key human-approval gate, a tutor that refuses signals, a tamper-evident audit trail, and a capstone that welds them into one pipeline whose verdict is always a research package. Every Python sample runs offline with the model mocked, so you can execute the whole file end to end.

This is position 35. It assumes AI For Trading Research And Review, the bias catalog from Backtesting, Replay, And Forward Testing, and the per-trade limits from Risk, Position Sizing, And Invalidation. It extends the review discipline from AI For Trading Research And Review into runnable, guardrailed automation rather than repeating it.

Course outline

Lesson titles and estimated times. Lessons open inside the Academy. List as of 2026-10-02.

Module 1Learn — Foundations

  1. AI Is A Research Assistant, Not An Oraclequiz20 min
  2. Agent Roles: Researcher, Coder, Critic, Risk Officerquiz19 min
  3. Prompt-To-Hypothesis Workflowquiz19 min
  4. Source Verification And Citation Disciplinequiz20 min
  5. Backtester Agent And Bias Checksquiz20 min

Module 2Practice — Apply the read

  1. Critic Agent And Red-Team Reviewquiz20 min
  2. Hallucination Detectionquiz20 min
  3. Experiment Logs And Reproducibilityquiz20 min
  4. Human Approval Gatesquiz20 min
  5. AI Tutor Safety Boundariesquiz21 min

Module 3Prove — Defend the decision

  1. Workflow Automation And Audit Trailsquiz20 min
  2. Capstone: AI-Assisted Research Pipelinequiz23 min

Part of the Academy

Part of Academy — $25/month (paid plans open to the founding list first). The Academy is every course in the catalog, not just this one. Academy and Pro are separate plans. Take one or both.

Not sure yet? The first course, How To Learn Markets, is free with a free account. Already a member? Log in to open the lessons.

Education only. Not financial advice; not a broker. Trading is risky. All sales are final; there are no refunds.