SlatemarkWorkflows
Run one real workflow first.
Create an account, connect one AI client, and ask one question. Your first answer compares a level you provide with delayed market facts. One follow-up can save a user-authored journal record. Slatemark hosts no model.
Market, research, and brokerage reads are read-only. Journal writes change only your Slatemark record. No orders. Not investment advice. No performance claim. Read the terms.
Three steps
Start on Free with no card required. Plus is $4.99 a month when you want brokerage Account Data and periodic booked-activity reconciliation.
Choose Claude Desktop, Claude Code, or Cursor. Slatemark connects through Model Context Protocol (MCP), the open standard AI clients use to call data tools. The optional skill is a separate file you can install after your first answer.
Replace the ticker and level in the question below, then ask it in your AI client. A successful tool call confirms that the connection is working.
Fast path for Claude users
Open Slatemark in Claude's connector directory, add it to Claude, and sign in when Claude asks. The listing installs the connector only. It does not list or endorse the optional skill.
Other compatible clients reach the same hosted service through their own directory or manual setup path.
Pre-trade brief Free
Replace the ticker and level. Slatemark supplies delayed price and indicator facts with source, fetch-time, and freshness metadata where available. Your external AI client controls the reply. The workflow compares the values without recommending an action.
Two other useful workflows
Review a closed trade
Review this completed trade against the thesis, levels, and invalidation I provide. Separate my facts from fetched facts, show source, fetch-time, and freshness metadata where available, and leave missing information missing.
Start a journal record
Turn these trade facts into a Slatemark journal entry. Ask for any missing symbol, side, quantity, or thesis, and do not infer them. Leave every other missing field missing.
Browse all worked examples, including Plus workflows. Every transcript is hand-authored and fictional; no tool ran for that page.
Save the answer as a record
After Slatemark returns the facts, the signed-in journey offers one journal follow-up. Supply the symbol, side, quantity, and thesis. Slatemark records the prompted details you provide; missing optional fields stay missing. Browse Plus brokerage workflows in Examples after your first Free workflow.
Get help while you try it
Tell us which AI client you use and where setup stopped. In public Discord channels, do not share Account Data, account numbers, brokerage screenshots, or private trade details. Email support for sensitive help.