AI trading agent

For broker OTC derivatives: clients order in WeCom with speech, images, or Excel; AI parses and validates; a trader approves before the desk executes—full audit trail.

OTC flow long depended on manual entry from IM text or screenshots. The agent automates the path while keeping a hard rule: models have explanation rights only, never decision rights. Models never place orders; deterministic engines handle permissions, funds, quotes, and compliance. The desk API is the only execution channel.

Live at GF Securities OTC derivatives since November 2025 on a domestic-stack deployment.

1. 01
   Client instructs

   Text, image, or Excel in WeCom
2. 02
   Parse & validate

   Ticker, side, size, price; multi-turn fill-ins
3. 03
   Pre-trade risk

   Hard checks on funds, suitability, quotes
4. 04
   Confirm card

   Client confirms into pending review
5. 05
   Trader review

   Approved orders hit IMS / desk systems
6. 06
   Fill to chat

   Receipt back to WeCom with full audit trail

Intranet private deployment and domestic-stack delivery; data stays in-domain. Delivery & support →