Introduction

What is an agent?

An agent is an automation you create by describing your intent in natural language. On Obside, anything that runs on your behalf — a scheduled trade, a trading bot, an AI trader, a smart alert — is an agent.

Each agent has:

  • A description written in natural language (your intent).

  • A code automatically generated by Obside's AI, formalizing this description.

  • One or more assets it operates on.

  • One or more capabilities enabled (trading, notifications, AI, news).

  • A history of backtests and executions.


Types of agents

Depending on what you describe in the chat, the agent takes a different form:

Type
Description
Typical capabilities

Scheduled trade

A one-off operation to execute

Trading

Trading bot

A strategy following deterministic rules

Trading

AI trader

An autonomous agent powered by an LLM

Trading + AI + News

Smart alert

A condition that notifies you

Notifications

Portfolio monitoring

Continuous tracking of your positions

Notifications

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The lifecycle of an agent

  1. Creation — you describe your intent in Obside Chat. The AI rephrases, you confirm, and the agent is created.

  2. Backtest (for trading agents) — you test the agent on historical data to evaluate past performance. See Backtest an agent.

  3. Execution — you run the agent in demo (paper trading) or live mode on a supported broker. See Run an agent.

  4. Monitoring & adjustments — you review performance, trades, triggered notifications, and iterate via the chat linked to the agent.

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All your agents are accessible from the Agents section in the sidebar. You can organize them in folders, filter by capability or status, and find them via search.

To go further:

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