SlatemarkNo signals. Receipts.
The trade journal your AI can read.
Your AI client reads your plan, rules, outcome, delayed facts, and sources.
Compare a ticker with your level.
Free is a real plan. No card. No trial timer.
Built first for swing traders managing multi-day to multi-week trades on individual names.
Bring your AI client, including Claude Desktop. The Claude connector listing installs the connector; the optional skill is separate.
Market and brokerage reads are read-only. Journal writes change only your Slatemark record. No model. No orders. Not investment advice. No performance claim. Read the terms.
Compare a ticker with your own level Free
Hand-authored fictional example. No live tools or model generated this transcript.
User: “How is SPY trading relative to the $571.30 target in my planned journal entry, including the 50-day and 200-day moving averages, RSI(14), and ATR(14)?”
“I can’t see your planned entry or fetch the delayed quote and indicators.”
“The fictional delayed indicative mark is $587.42market data, approximately 15 minutes delayed. That is $16.12, or 2.8%, above the $571.30 target you recordeduser-authored planned journal target. The fictional 50-day and 200-day averages are $571.30 and $545.80; RSI(14) is 58.2 and ATR(14) is $6.40. These facts do not recommend an action.”
Compare a position with your own cap Plus
Hand-authored fictional example. No live tools or model generated this transcript.
User: “Compare my NVDA exposure with the 25% concentration cap I recorded.”
“I can’t see your brokerage position or the cap you recorded.”
“NVDA is
23.4%current brokerage Account Data
of Net Liquidation Value: the total cash-equivalent value of your account if every open position were closed at the current mark.. Your recorded cap is
25%framework rule. That puts the position
1.6 percentage points below your cap.
The delayed market-data quote is $1,043.20approximately 15 minutes delayed.
This reports the comparison only; it does not prescribe an
action.”
How it works
Record why the trade exists, the level that matters, and what would invalidate the idea. Add your rules, tags, and notes by hand or through your AI client.
On Free, your client can read delayed market data, primary-source research, your journal, and your framework rules. At your direction, journal tools can change only your Slatemark record. Plus adds current brokerage Account Data and periodic booked-activity reconciliation. Your client creates the reply; Slatemark does not host the model.
Add what actually happened when the trade fills or closes. The original plan stays beside the recorded outcome.
The Strategy Scorecard groups your own closed trades by the tags you chose, with win rate, expectancy, and P&L. It describes the past, never a forecast.
Six questions to start with Free core
Pick a repeatable question for a ticker, position, catalyst, or closed trade. Use the worked prompt in any supported AI client. Optional plugins package the same workflows as Codex skills and Claude Code commands. Each workflow uses only evidence available on your plan and names what is missing. Your external AI client creates the reply. Position review, Earnings setup, and Regime check require Plus.
Pre-trade brief
Delayed market context. Compare a delayed quote and common indicators with a level you provide.
Position review Plus
Recorded position context. Compare recorded exposure with your cap. The result does not prescribe an action.
Earnings setup Plus
Direction-neutral option snapshot. Calculate the delayed at-the-money straddle and implied range where listed. No Greeks, executable prices, or structure recommendation.
Regime check Plus
Cross-asset context. Put the observed yield curve, dollar, credit, financial conditions, and volatility in one view.
Catalyst map
Dated source research. Put SEC filing facts and FOMC meeting dates on one timeline, without turning dates into instructions.
Post-mortem
Past closed-trade review. Read the recorded outcome beside your notes and saved rules. You write the lesson and tags.
What you get Free
Trade journal
Record the plan before the trade changes. Add the thesis, rules, tags, and notes, then close the entry with what happened. Plus can reconcile available brokerage activity periodically, but your reasoning remains yours to add.
AI-client connection
Connect the AI client you already use. On Free, it can request delayed market data, primary-source research, journal entries, and framework rules. Plus adds authorized Account Data. Slatemark supplies tool results; the client writes the reply.
Framework rules
Keep your rules beside the trades they shaped. Edit concentration caps, lifecycle notes, and tax or risk parameters. Each journal entry preserves the rule version you selected.
Strategy Scorecard, on your past trades
Group your closed trades by the tags and rules you recorded. Review win rate with a confidence band, dollar expectancy, total P&L, and holding period. Plus can reconcile available brokerage activity periodically; you still add the tags, rules, and notes. This describes past activity, not a forecast or recommendation. See how it works.
No signals. Receipts.
Slatemark keeps the record you create and supplies factual tools to your AI client. Slatemark does not tell you what to trade, write to your brokerage, or generate the reply you read.
- Read-only at the brokerage. No order entry. Slatemark cannot place, modify, or cancel an order, move money, or change your account.
- No signals or trade ideas. Nothing on any Slatemark surface says what to trade or when. Slatemark is not a registered investment adviser.
- Delayed market data. Market data is approximately 15 minutes delayed and labeled with its freshness. Brokerage connections provide Account Data, not market data.
- Your AI client writes the reply. Your external AI client creates the response from factual tool results it chooses to use. Slatemark hosts no model. Starting on Free, one connected client reaches Slatemark through Model Context Protocol (MCP), the open standard AI clients use to call data tools, with access to delayed market data, primary-source research, journal entries, and framework rules. Plus adds brokerage Account Data. The optional senior-analyst skill is installed by you in that client.
- Sources travel with results. Tool results include source, fetch time, freshness, and related metadata where available. Slatemark cannot control how another AI client cites or presents them.
- Disconnecting has a precise boundary. Disconnecting a brokerage connection deletes broker-derived data for that connection. Manual and CSV-imported journal entries remain.
- Plans. Free includes one active AI-client connection to delayed market data, primary-source research, the journal, and framework rules. Brokerage Account Data starts on Plus.
Wondering whether an AI trading claim is credible? Read the red-flag and due-diligence guide.
Get setup help without sharing private details
Tell us which AI client you use and where setup stopped. For public Discord help, do not share Account Data, account numbers, brokerage screenshots, or private trade details in public channels. Email support@slatemark.ai for sensitive help.
Availability: Weekly Slate is not yet available.
Ready to start your trade journal?
Start on Free with the dashboard journal and one AI-client connection. No card. No trial timer. Market and research reads are read-only; journal writes change only your Slatemark record. Brokerage Account Data starts on Plus.