{"id":520629,"date":"2026-02-15T21:50:00","date_gmt":"2026-02-16T04:50:00","guid":{"rendered":"https:\/\/jorgep.com\/blog\/?p=520629"},"modified":"2026-05-07T10:29:18","modified_gmt":"2026-05-07T17:29:18","slug":"building-your-own-tech-stock-trading-agent","status":"publish","type":"post","link":"https:\/\/jorgep.com\/blog\/building-your-own-tech-stock-trading-agent\/","title":{"rendered":"Building Your Own Tech Stock Trading Agent"},"content":{"rendered":"\n<div class=\"wp-block-columns has-theme-palette-7-background-color has-background is-layout-flex wp-container-core-columns-is-layout-2edb0647 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:80%\">\n<p>Part of: <strong> <a href=\"https:\/\/jorgep.com\/blog\/series-ai-learnings\/\">AI Learning Series Here<\/a><\/strong><\/p>\n\n\n<style>.kadence-column395113_97b87a-23 > .kt-inside-inner-col,.kadence-column395113_97b87a-23 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column395113_97b87a-23 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column395113_97b87a-23 > .kt-inside-inner-col{flex-direction:column;}.kadence-column395113_97b87a-23 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column395113_97b87a-23 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column395113_97b87a-23{position:relative;}@media all and (max-width: 1024px){.kadence-column395113_97b87a-23 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column395113_97b87a-23 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column395113_97b87a-23\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading510545_15a085-99, .wp-block-kadence-advancedheading.kt-adv-heading510545_15a085-99[data-kb-block=\"kb-adv-heading510545_15a085-99\"]{font-size:var(--global-kb-font-size-sm, 0.9rem);font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading510545_15a085-99 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading510545_15a085-99[data-kb-block=\"kb-adv-heading510545_15a085-99\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading510545_15a085-99 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading510545_15a085-99[data-kb-block=\"kb-adv-heading510545_15a085-99\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading510545_15a085-99 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading510545_15a085-99\">Quick Links:\u00a0<a href=\"https:\/\/jorgep.com\/blog\/resources-for-learning-ai\/\">Resources for Learning AI<\/a> | <a href=\"https:\/\/jorgep.com\/blog\/keeping-up-with-ai\/\">Keep up with AI<\/a> | <a href=\"https:\/\/jorgep.com\/blog\/list-of-ai-tools\/\" data-type=\"post\" data-id=\"402818\">List of AI Tools<\/a> | <a href=\"https:\/\/jorgep.com\/blog\/local-ai-series\/\" data-type=\"page\" data-id=\"519365\">Local AI<\/a><\/p>\n<\/div><\/div>\n\n\n<style>.kb-row-layout-id395113_d73e95-0d > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id395113_d73e95-0d > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id395113_d73e95-0d > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-none, 0rem );padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);grid-template-columns:repeat(2, minmax(0, 1fr));}.kb-row-layout-id395113_d73e95-0d > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id395113_d73e95-0d > .kt-row-column-wrap{grid-template-columns:repeat(2, minmax(0, 1fr));}}@media all and (max-width: 767px){.kb-row-layout-id395113_d73e95-0d > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id395113_d73e95-0d alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-2-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column395113_df36f9-de > .kt-inside-inner-col,.kadence-column395113_df36f9-de > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column395113_df36f9-de > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column395113_df36f9-de > .kt-inside-inner-col{flex-direction:column;}.kadence-column395113_df36f9-de > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column395113_df36f9-de > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column395113_df36f9-de{position:relative;}@media all and (max-width: 1024px){.kadence-column395113_df36f9-de > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column395113_df36f9-de > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column395113_df36f9-de\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading395113_b3212c-b9, .wp-block-kadence-advancedheading.kt-adv-heading395113_b3212c-b9[data-kb-block=\"kb-adv-heading395113_b3212c-b9\"]{text-align:center;font-size:var(--global-kb-font-size-sm, 0.9rem);line-height:60px;font-style:normal;background-color:#f5a511;}.wp-block-kadence-advancedheading.kt-adv-heading395113_b3212c-b9 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading395113_b3212c-b9[data-kb-block=\"kb-adv-heading395113_b3212c-b9\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading395113_b3212c-b9 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading395113_b3212c-b9[data-kb-block=\"kb-adv-heading395113_b3212c-b9\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading395113_b3212c-b9 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading395113_b3212c-b9\">Subscribe to <a href=\"https:\/\/go.35s.be\/jtb\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>JorgeTechBits  newsletter<\/strong><\/a><\/p>\n<\/div><\/div>\n\n\n<style>.kadence-column395113_4b4b81-29 > .kt-inside-inner-col,.kadence-column395113_4b4b81-29 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column395113_4b4b81-29 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column395113_4b4b81-29 > .kt-inside-inner-col{flex-direction:column;}.kadence-column395113_4b4b81-29 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column395113_4b4b81-29 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column395113_4b4b81-29{position:relative;}@media all and (max-width: 1024px){.kadence-column395113_4b4b81-29 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column395113_4b4b81-29 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column395113_4b4b81-29\"><div class=\"kt-inside-inner-col\"><\/div><\/div>\n\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><a href=\"htthttps:\/\/jorgep.com\/blog\/book-dont-just-chat-delegate\/\"><img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"1024\" src=\"https:\/\/jorgep.com\/blog\/wp-content\/uploads\/CoverBook-01-640x1024.jpg\" alt=\"\" class=\"wp-image-520234\" style=\"aspect-ratio:0.6250142320391666;width:98px;height:auto\" srcset=\"https:\/\/jorgep.com\/blog\/wp-content\/uploads\/CoverBook-01-640x1024.jpg 640w, https:\/\/jorgep.com\/blog\/wp-content\/uploads\/CoverBook-01-188x300.jpg 188w, https:\/\/jorgep.com\/blog\/wp-content\/uploads\/CoverBook-01-768x1229.jpg 768w, https:\/\/jorgep.com\/blog\/wp-content\/uploads\/CoverBook-01-960x1536.jpg 960w, https:\/\/jorgep.com\/blog\/wp-content\/uploads\/CoverBook-01-1280x2048.jpg 1280w, https:\/\/jorgep.com\/blog\/wp-content\/uploads\/CoverBook-01.jpg 1600w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/jorgep.com\/blog\/book-series-ai-dont-just-chat\/\" data-type=\"page\" data-id=\"520242\">Check out the Book Series<\/a><\/figcaption><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading519190_b33a00-c9, .wp-block-kadence-advancedheading.kt-adv-heading519190_b33a00-c9[data-kb-block=\"kb-adv-heading519190_b33a00-c9\"]{font-size:var(--global-kb-font-size-sm, 0.9rem);font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading519190_b33a00-c9 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading519190_b33a00-c9[data-kb-block=\"kb-adv-heading519190_b33a00-c9\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading519190_b33a00-c9 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading519190_b33a00-c9[data-kb-block=\"kb-adv-heading519190_b33a00-c9\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading519190_b33a00-c9 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading519190_b33a00-c9\"><strong>Disclaimer:<\/strong> <strong>I create this content entirely on my own time, and the views expressed here are mine alone (not my employer&#8217;s)<\/strong>. Because I love leveraging new tech, I use AI tools like Gemini, NotebookLM, Claude, Perplexity and others as a &#8220;digital team&#8221; to help research and polish these articles so I can share the best possible insights with you!<\/p>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading407818_afcbba-c7, .wp-block-kadence-advancedheading.kt-adv-heading407818_afcbba-c7[data-kb-block=\"kb-adv-heading407818_afcbba-c7\"]{font-size:var(--global-kb-font-size-sm, 0.9rem);font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading407818_afcbba-c7 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading407818_afcbba-c7[data-kb-block=\"kb-adv-heading407818_afcbba-c7\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading407818_afcbba-c7 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading407818_afcbba-c7[data-kb-block=\"kb-adv-heading407818_afcbba-c7\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading407818_afcbba-c7 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading407818_afcbba-c7\">Have questions, ideas to share, or just want to connect? I\u2019d love to hear from you! Check out my <a href=\"https:\/\/jorgep.com\/blog\/about\/\">About Page<\/a> to learn more about me or connect with me.<\/p>\n\n\n\n<p>I started an experiment today&#8230; <\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>We\u2019ve all seen the flashy trading bots promising &#8220;1000% returns,&#8221; but usually, those come with a hefty subscription fee and a black box where your data goes to die. If you\u2019re already running a local agent (via Ollama, LM Studio, <a href=\"https:\/\/jorgep.com\/blog\/what-is-agent-zero\/\" data-type=\"post\" data-id=\"520101\">AgentZero<\/a> or a custom build one), you\u2019re sitting on untapped potential.     <\/p>\n\n\n\n<p>Why not give it a job? Specifically, a job tracking the tech giants you already follow.<\/p>\n\n\n\n<p>TO BE CLEAR: This project isn\u2019t a &#8216;get rich quick&#8217; or &#8220;replace my income stream&#8221;kind of project ; it\u2019s a deep dive into using agents for a specific, complex task. While many paid services (and many more to come) offer trading agents, building your own provides a transparent, hands-on understanding of how AI reasons with market data. This is about skill-building and simulation\u2014prioritizing education over instant returns<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why Run a Local Trading Agent?<\/h2>\n\n\n\n<p>Most people think you need a massive server farm to trade, but for a personal agent doing simulated runs on <strong>NVDA, MSFT, or AAPL<\/strong>, your local setup is more than enough.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Privacy &amp; Control:<\/strong> Your trading strategy is yours alone. You aren&#8217;t uploading your &#8220;secret sauce&#8221; or your portfolio balance to a third-party cloud.<\/li>\n\n\n\n<li><strong>The Unfaltering Eye:<\/strong> While we need to sleep, the market never truly does. An agent can ingest news from Tokyo or London at 3:00 AM and have a simulated &#8220;Buy&#8221; or &#8220;Sell&#8221; signal ready for you by the opening bell.<\/li>\n\n\n\n<li><strong>Zero Subscriptions:<\/strong> Why pay for a &#8220;Pro&#8221; trading tool when you\u2019ve already paid for the hardware? Your only cost is the electricity to keep the fans spinning.<\/li>\n\n\n\n<li><strong>Emotionless Execution:<\/strong> AI doesn&#8217;t &#8220;panic sell&#8221; because of a bad headline. It checks the data against your pre-set rules and gives you a cold, calculated result.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Your Toolkit: What are the Options?<\/h2>\n\n\n\n<p>You don\u2019t have to build an AI from scratch. You can &#8220;plug in&#8221; your local model to several existing frameworks that handle the heavy lifting of talking to the market.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Multi-Agent Orchestrators (CrewAI, LangGraph, or Agent Zero):<\/strong> Instead of one agent doing everything, you create a &#8220;team.&#8221; One agent acts as a <strong>News Researcher<\/strong> (hunting for tech earnings reports), another as a <strong>Technical Analyst<\/strong> (reading price charts), and a third as the <strong>Risk Manager<\/strong> to make the final simulated call.<\/li>\n\n\n\n<li><strong>Local Execution Engines:<\/strong> Tools like <strong>Ollama<\/strong> or <strong>LM Studio<\/strong> allow you to run powerful, logic-heavy models\u2014like <strong>Gemma 4<\/strong>, <strong>Qwen 3.5<\/strong>, <strong>DeepSeek V4<\/strong>, or <strong>Llama 4<\/strong>\u2014that serve as the &#8220;brain&#8221; for your agent without ever leaving your hardware.<\/li>\n\n\n\n<li><strong>The Cloud Bridge (OpenRouter.ai):<\/strong> If your current hardware isn&#8217;t quite ready to host a 70B parameter model, you can use <strong>OpenRouter<\/strong>. This acts as a single gateway to tap into frontier cloud models (like <strong>GPT-5.5<\/strong> or <strong>Claude 4<\/strong>) or hosted versions of the open-source models mentioned above. It allows your local agent to &#8220;think&#8221; in the cloud while keeping your logic and data processing local.<\/li>\n\n\n\n<li><strong>Simulation Environments:<\/strong> You can connect these agents to <strong>&#8220;Paper Trading&#8221; APIs<\/strong> (like Alpaca or Interactive Brokers&#8217; demo mode). This allows your agent to buy and sell with &#8220;fake money&#8221; in real-market conditions, letting you battle-test your tech-stock strategy before risking a dime.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"p-rc_6061d90aa7788123-47\"><strong>Treat this as a Sandbox.<\/strong> Start with a dedicated, isolated machine as a learning experience. Explore and simulate until the data proves your strategy works. Only when you are ready should you transition to live funds\u2014and even then, only with <strong>highly specific parameters<\/strong> and a strict &#8220;kill switch&#8221; in place.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\uded1 The &#8220;Golden Rule&#8221; of AI Trading<\/h3>\n\n\n\n<p>Let\u2019s be clear: for this use case, do not use your main computer, your primary financial accounts, or your personal emails.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">GitHub Treasure Map: Repos and Skills to Watch<\/h2>\n\n\n\n<p>The open-source community is already lightyears ahead. You don\u2019t need to reinvent the wheel; you just need to bolt these &#8220;skills&#8221; onto your agent. In the world of 2026, we talk about <strong>Model Context Protocol (MCP)<\/strong> skills. These are standardized &#8220;plugins&#8221; that let your agent talk to external data sources like financial APIs or news feeds. (See Below ) <\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Critical &#8220;Skills&#8221; for Your Agent<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The Financial Data Skill:<\/strong> Allows your agent to pull historical and real-time data for tech tickers (e.g., Alpha Vantage MCP).<\/li>\n\n\n\n<li><strong>Sentiment Analysis Skills:<\/strong> These specifically &#8220;scan&#8221; social media and tech blogs to see if the vibe around a company is turning sour or sweet.<\/li>\n\n\n\n<li><strong>Portfolio Management Skills:<\/strong> Tools that help your agent track &#8220;simulated&#8221; profit and loss over time.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group has-theme-palette-8-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"><style>.wp-block-kadence-advancedheading.kt-adv-heading520629_bcdd25-1d, .wp-block-kadence-advancedheading.kt-adv-heading520629_bcdd25-1d[data-kb-block=\"kb-adv-heading520629_bcdd25-1d\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading520629_bcdd25-1d mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading520629_bcdd25-1d[data-kb-block=\"kb-adv-heading520629_bcdd25-1d\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading520629_bcdd25-1d img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading520629_bcdd25-1d[data-kb-block=\"kb-adv-heading520629_bcdd25-1d\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading520629_bcdd25-1d wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading520629_bcdd25-1d\">My Agent Zero Implementation Prompt<\/h3>\n\n\n\n<p><strong>I use Agent Zero as my Agentic workforce of choice<\/strong>  It has worked very well and I have learned a lot using it.  Specially for this task it doesn&#8217;t just &#8220;talk, it writes and executes the Python code needed to fetch data and manage a ledger. Since Agent Zero operates by taking a &#8220;main task&#8221; and breaking it down into sub-tasks, you need a prompt that establishes clear guardrails for the simulation.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Why this works for Agent Zero<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basics:   <\/strong>Agent Zero is easy to install, completely isolated inside a docker container, transportable if needed and VERY efficient in token usage, a lot of things get scripted in Python behind the scenes<\/li>\n\n\n\n<li><strong>Persistence:<\/strong> By telling it to create a <code>json<\/code> file, the agent ensures that if you restart the session, your &#8220;money&#8221; and &#8220;holdings&#8221; aren&#8217;t lost to the void.<\/li>\n\n\n\n<li><strong>Tool Usage:<\/strong> Agent Zero will see the instruction to &#8220;search the web&#8221; and &#8220;install libraries,&#8221; triggering its ability to use the terminal and search tools autonomously.<\/li>\n\n\n\n<li><strong>Narrow Focus:<\/strong> By specifying sub-sectors like semiconductors, you prevent the agent from getting distracted by volatile &#8220;penny stocks&#8221; or unrelated commodities.<\/li>\n<\/ul>\n\n\n\n<p>This is the first prompt that I gave it to begin my own learning: <\/p>\n\n\n<style>.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);}.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap > div:not(.added-for-specificity){grid-column:initial;}.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr) minmax(0, 6fr) minmax(0, 1fr);}.kb-row-layout-id520629_d0451f-a9 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap > div:not(.added-for-specificity){grid-column:initial;}}@media all and (max-width: 1024px){.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr) minmax(0, 6fr) minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap > div:not(.added-for-specificity){grid-column:initial;}.kb-row-layout-id520629_d0451f-a9 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id520629_d0451f-a9 alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-3-columns kt-row-layout-center-exwide kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column520629_b1ab54-cd > .kt-inside-inner-col,.kadence-column520629_b1ab54-cd > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column520629_b1ab54-cd > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column520629_b1ab54-cd > .kt-inside-inner-col{flex-direction:column;}.kadence-column520629_b1ab54-cd > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column520629_b1ab54-cd > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column520629_b1ab54-cd{position:relative;}@media all and (max-width: 1024px){.kadence-column520629_b1ab54-cd > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column520629_b1ab54-cd > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column520629_b1ab54-cd\"><div class=\"kt-inside-inner-col\"><\/div><\/div>\n\n\n<style>.kadence-column520629_39569c-17 > .kt-inside-inner-col,.kadence-column520629_39569c-17 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column520629_39569c-17 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column520629_39569c-17 > .kt-inside-inner-col{flex-direction:column;}.kadence-column520629_39569c-17 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column520629_39569c-17 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column520629_39569c-17{position:relative;}@media all and (max-width: 1024px){.kadence-column520629_39569c-17 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column520629_39569c-17 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column520629_39569c-17\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading520629_54421f-11, .wp-block-kadence-advancedheading.kt-adv-heading520629_54421f-11[data-kb-block=\"kb-adv-heading520629_54421f-11\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading520629_54421f-11 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading520629_54421f-11[data-kb-block=\"kb-adv-heading520629_54421f-11\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading520629_54421f-11 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading520629_54421f-11[data-kb-block=\"kb-adv-heading520629_54421f-11\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading520629_54421f-11 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading520629_54421f-11\"><strong>Task: Initialize an Autonomous Tech-Stock Simulation Desk<\/strong><\/p>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading520629_eeb385-e2, .wp-block-kadence-advancedheading.kt-adv-heading520629_eeb385-e2[data-kb-block=\"kb-adv-heading520629_eeb385-e2\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading520629_eeb385-e2 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading520629_eeb385-e2[data-kb-block=\"kb-adv-heading520629_eeb385-e2\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading520629_eeb385-e2 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading520629_eeb385-e2[data-kb-block=\"kb-adv-heading520629_eeb385-e2\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading520629_eeb385-e2 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading520629_eeb385-e2\"><strong>Objective:<\/strong> Act as a Senior Quantitative Analyst. You are tasked with creating a local, simulated trading environment focused exclusively on the technology sector (specifically Semiconductors, SaaS, and Cloud Infrastructure).<\/p>\n\n\n\n<p><strong>Phase 1: Environment Setup<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check for and install necessary Python libraries: <code>yfinance<\/code> for market data and <code>pandas<\/code> for data manipulation.<\/li>\n\n\n\n<li>Create a local file named <code>trading_ledger.json<\/code> to act as a persistent &#8220;Paper Trading&#8221; account. Initialize it with a starting balance of <strong>$100,000 USD<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p><strong>Phase 2: Market Analysis &amp; Signals<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monitor a watchlist including: <strong>NVDA, AMD, MSFT, AAPL, and TSLA<\/strong>.<\/li>\n\n\n\n<li>Define a &#8220;Signal Logic&#8221;: Use a combination of a 50-day Moving Average crossover and a basic sentiment scan of recent news headlines for each ticker.<\/li>\n\n\n\n<li>Search the web for &#8220;Tech Market News&#8221; to influence the sentiment score.<\/li>\n<\/ul>\n\n\n\n<p><strong>Phase 3: Simulated Execution<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a &#8220;Buy&#8221; signal is generated, &#8220;purchase&#8221; the stock at current market price using the simulated funds in <code>trading_ledger.json<\/code>.<\/li>\n\n\n\n<li>Record all transactions with timestamps, prices, and the &#8220;reasoning&#8221; provided by your internal analysis.<\/li>\n<\/ul>\n\n\n\n<p><strong>Constraints:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>NEVER<\/strong> attempt to connect to a real brokerage API or use real currency.<\/li>\n\n\n\n<li>All trades must be simulated.<\/li>\n\n\n\n<li>Summarize the portfolio&#8217;s performance at the end of every loop.<\/li>\n<\/ul>\n\n\n\n<p><strong>Begin by creating the ledger and fetching the current prices for the watchlist.<\/strong><\/p>\n<\/div><\/div>\n\n\n<style>.kadence-column520629_a57666-f9 > .kt-inside-inner-col,.kadence-column520629_a57666-f9 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column520629_a57666-f9 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column520629_a57666-f9 > .kt-inside-inner-col{flex-direction:column;}.kadence-column520629_a57666-f9 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column520629_a57666-f9 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column520629_a57666-f9{position:relative;}@media all and (max-width: 1024px){.kadence-column520629_a57666-f9 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column520629_a57666-f9 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column520629_a57666-f9\"><div class=\"kt-inside-inner-col\"><\/div><\/div>\n\n<\/div><\/div>\n\n\n<p>I later asked it to modify, so I can give it a file of stocks to watch in a file.    I could have easily asked it to pick stocks for me, but I wanted to keep that as a separate skill.   <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Pro-Tip for Agent Zero<\/h4>\n\n\n\n<p>When you run this, Agent Zero will likely start by writing a script called <code>trading_sim.py<\/code> or something similar. Keep an eye on its terminal output; if it gets stuck on a specific API rate limit (like Yahoo Finance), you can simply type <em>&#8220;Try using a different data source or add a sleep timer between requests&#8221;<\/em> and it will fix its own code.<\/p>\n<\/div><\/div>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"height:57px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>By leveraging the local agent you already have, you&#8217;re not just playing with a chatbot\u2014you&#8217;re building a private, high-speed research firm. Start with a tech-heavy watchlist, give it some GitHub-sourced &#8220;skills,&#8221; and see how your local brain fares against the volatility of the Nasdaq.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Resources<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Source that sparked after I had the idea: <\/li>\n\n\n\n<li><a href=\"https:\/\/blog.openalgo.in\/building-an-agentic-trader-from-scratch-a-beginners-guide-bb74b10438b4\">Building an Agentic Trader from Scratch: A Beginner\u2019s Guide | by Rajandran R (Creator &#8211; OpenAlgo) | Medium<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.linkedin.com\/pulse\/build-ai-trading-agent-using-anthropics-mcp-part-i-zheng-bruce-li-ywhke\/\">(12) Build an AI trading agent using Anthropic\u2019s MCP &#8211; Part I | LinkedIn<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=tWsl_6lV9xk\">How to Train an AI Agent to do Trading Based on Moving Averages &amp; Relative Strength Index<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Frameworks &amp; Complete Agents<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/www.google.com\/search?q=https:\/\/github.com\/tradingagents-ai\/tradingagents-ai.github.io\" target=\"_blank\" rel=\"noreferrer noopener\">TradingAgents<\/a>:<\/strong> A multi-agent LLM financial trading framework that simulates a professional trading desk with specialized roles.<\/li>\n\n\n\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">Stockagent<\/a>:<\/strong> A project focused on real-time market analysis and autonomous decision-making loops.<\/li>\n\n\n\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">Dexter<\/a>:<\/strong> An autonomous agent designed for deep financial research and multi-step task planning.<\/li>\n\n\n\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">AI-Stock-Advisor<\/a>:<\/strong> A platform using LangChain and RAG to provide real-time insights and trend predictions.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Skills &amp; MCP Servers<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">Alpha Vantage MCP Server<\/a>:<\/strong> The official Model Context Protocol server for fetching real-time and historical stock market data and technical indicators.<\/li>\n\n\n\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">Awesome Agent Skills<\/a>:<\/strong> A massive, curated collection of over 1,000 agent skills, including many dedicated to finance and data processing.<\/li>\n\n\n\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">Market Sentiment Analysis Topic<\/a>:<\/strong> A GitHub-wide tag where you can find the latest repositories for tracking market &#8220;vibes.&#8221;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Orchestration Tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">LangGraph<\/a>:<\/strong> The go-to framework for building stateful, multi-agent systems that can handle complex &#8220;human-in-the-loop&#8221; trading workflows.<\/li>\n\n\n\n<li><strong><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\">CrewAI Examples<\/a>:<\/strong> A library of pre-built &#8220;crews&#8221; showing how multiple agents can collaborate on complex research and strategy tasks.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>I started an experiment today&#8230; We\u2019ve all seen the flashy trading bots promising &#8220;1000% returns,&#8221; but usually, those come with a hefty subscription fee and a black box where your data goes to die. If you\u2019re already running a local agent (via Ollama, LM Studio, AgentZero or a custom build one), you\u2019re sitting on untapped&#8230;<\/p>\n","protected":false},"author":2,"featured_media":427864,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","ngg_post_thumbnail":0,"episode_type":"","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[1031,441],"tags":[1032,941,930,964,986],"class_list":["post-520629","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-learnings-series","category-tech-talk","tag-agents","tag-ai-agents","tag-ai-series","tag-ai-use-cases","tag-local-ai"],"taxonomy_info":{"category":[{"value":1031,"label":"AI Learnings Series"},{"value":441,"label":"Tech Talk"}],"post_tag":[{"value":1032,"label":"Agents"},{"value":941,"label":"AI Agents"},{"value":930,"label":"AI Series"},{"value":964,"label":"AI Use Cases"},{"value":986,"label":"Local AI"}]},"featured_image_src_large":["https:\/\/jorgep.com\/blog\/wp-content\/uploads\/FeaturedImage-Topic-AI-1024x512.png",1024,512,true],"author_info":{"display_name":"Jorge Pereira","author_link":"https:\/\/jorgep.com\/blog\/author\/jorge\/"},"comment_info":0,"category_info":[{"term_id":1031,"name":"AI Learnings Series","slug":"ai-learnings-series","term_group":0,"term_taxonomy_id":1041,"taxonomy":"category","description":"","parent":0,"count":19,"filter":"raw","cat_ID":1031,"category_count":19,"category_description":"","cat_name":"AI Learnings Series","category_nicename":"ai-learnings-series","category_parent":0},{"term_id":441,"name":"Tech Talk","slug":"tech-talk","term_group":0,"term_taxonomy_id":451,"taxonomy":"category","description":"","parent":0,"count":700,"filter":"raw","cat_ID":441,"category_count":700,"category_description":"","cat_name":"Tech Talk","category_nicename":"tech-talk","category_parent":0}],"tag_info":[{"term_id":1032,"name":"Agents","slug":"agents","term_group":0,"term_taxonomy_id":1042,"taxonomy":"post_tag","description":"","parent":0,"count":118,"filter":"raw"},{"term_id":941,"name":"AI Agents","slug":"ai-agents","term_group":0,"term_taxonomy_id":951,"taxonomy":"post_tag","description":"","parent":0,"count":127,"filter":"raw"},{"term_id":930,"name":"AI Series","slug":"ai-series","term_group":0,"term_taxonomy_id":940,"taxonomy":"post_tag","description":"","parent":0,"count":168,"filter":"raw"},{"term_id":964,"name":"AI Use Cases","slug":"ai-use-cases","term_group":0,"term_taxonomy_id":974,"taxonomy":"post_tag","description":"","parent":0,"count":16,"filter":"raw"},{"term_id":986,"name":"Local AI","slug":"local-ai","term_group":0,"term_taxonomy_id":996,"taxonomy":"post_tag","description":"","parent":0,"count":37,"filter":"raw"}],"_links":{"self":[{"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/posts\/520629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/comments?post=520629"}],"version-history":[{"count":2,"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/posts\/520629\/revisions"}],"predecessor-version":[{"id":520631,"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/posts\/520629\/revisions\/520631"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/media\/427864"}],"wp:attachment":[{"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/media?parent=520629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/categories?post=520629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jorgep.com\/blog\/wp-json\/wp\/v2\/tags?post=520629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}