Slatemark

Slatemark functions as a dedicated server for connecting various external clients like Claude or Cursor to real-time financial market insights. Key capabilities include: • Live brokerage account integration (read-only) • Primary-source market data with citations • SEC filings access • Integrated trade journal for auditing • Real-time verification of data points This platform addresses the common challenge of external tools generating inaccurate or hypothetical financial information by providing verified, timestamped data directly from primary sources. Every piece of numerical information comes with a clear citation, ensuring transparency and reliability. It maintains a read-only connection to your brokerage account, preventing any direct trading actions while informing analyses with your actual portfolio context. Designed with swing traders in mind, Slatemark supports multi-day to multi-week trading strategies on individual securities. It integrates critical context such as earnings schedules, options data, and macro factors. The system also includes a personalized trade journal that records your entry theses, rule parameters, and account activity, allowing your connected clients to reference your specific trading framework and historical decisions. This integration ensures that any analysis is grounded in your personal strategy and actual market conditions. Slatemark aims to provide a robust, factual basis for financial decision-making, offering the discipline and precision often missing when relying solely on generic outputs. This tool is ideal for individual traders and financial analysts who utilize external computational assistance for market research and portfolio management. It empowers users by delivering verifiable market data and personal trading history directly to their chosen interfaces, facilitating more informed and disciplined trading strategies without ever taking control of trades. By providing a factual foundation for analysis, Slatemark helps users develop and refine their trading approaches based on concrete information.