Filings and economic releases
SEC 8-K and 6-K filings, Federal Reserve announcements, labor data, and Nasdaq trading halts.
Best for original factsHow the AI trading bot works
Research. Buy. Monitor. Sell. Repeat.
Cataldex automates the trading loop, but it does not buy from a headline alone. It gathers information, confirms the market move, plans the risk and profit triggers, submits eligible orders, watches the position, and records the result.
Follow the automation loop →- 01CollectNews + dataSomething new is detected
- 02UnderstandStory + tickerThe event is cleaned and matched
- 03ConfirmPrice + volumeThe market must agree
- 04PlanSize + exitsRisk is defined first
- 05ActOrder + monitorThe connected broker carries the order
- 06ReviewResult + lessonThe full outcome is saved
Fast news cycleAbout every 10 secondsSource schedules vary
Market viewPrice, trend, volumeNot headlines alone
Before entryLoss and exit plannedThen the order can qualify
Broker connectionSupported providerPaper first
01 / What goes in
The system listens in several directions at once.
Different information answers different questions. Official sources explain what happened. Business coverage adds context. Public crowd discussion can reveal attention. The connected brokerage supplies account and market information. Price action shows whether traders are reacting.
Press releases and earnings
Company announcements, contracts, guidance, product news, operating results, and other time-sensitive releases.
Best for fresh catalystsEstablished business coverage
Market, business, technology, and earnings coverage helps explain why an event may matter across a company or sector.
Best for corroborationPublic social and forum activity
Cashtags and ticker mentions from approved social APIs and public forum feeds can reveal rising attention, disagreement, or unusual discussion.
Research signal onlyBrokerage price and account data
Bars, price direction, volume, volatility, buying power, open positions, orders, and market-session status.
Best for confirmationImportant: repeated articles do not become stronger evidence just because they were copied. Unverified social chatter may point to a story, but it cannot approve a trade by itself.
02 / The decision loop
What happens after new information arrives.
Here is the full process in plain English. The exact scoring weights stay private, but the checks and reasons remain visible.
01Clean
Turn a noisy feed into usable events.
Cataldex timestamps each item, identifies the source, removes duplicates, and ignores stale or vague material. The original link and headline are retained so the event can be reviewed later.
- Freshness checked
- Duplicates removed
- Source health monitored
12:01:04 / Contract awarded12:01:07 / Same story repeatedDuplicate removed1 usable event
02Match
Connect the event to the right ticker.
Company names, common aliases, products, executives, sectors, and ticker symbols are compared. A story must map clearly enough to a tradeable U.S. symbol before it moves forward.
- Company name matched
- Ticker verified
- Related symbols separated
COMPANY OR ALIASExample Company→VERIFIED SYMBOLEXMP
03Grade
Ask whether the event is likely to matter now.
The system considers source quality, age, event type, likely direction, possible impact, and confirmation from another reliable source. Bearish warnings can block a new long entry.
- Source trust
- Freshness and impact
- Positive or negative direction
Source
Freshness
Impact
Candidate, not yet a buy04Confirm
Make sure the market agrees with the story.
Cataldex checks current price direction, short-term trend, momentum, volatility, recent volume, liquidity, market conditions, and time of day. A strong headline with weak price action can still be rejected.
- Trend and momentum
- Volume and volatility
- Session and portfolio context
PRICEConfirming
VOLUMEAbove baseline
05Plan
Decide how much can be traded before buying.
The bot starts with the account's allowed dollar risk, compares it with the distance between entry and stop, then caps the result by buying power, maximum position size, diversification, and open-position limits.
- Expected upside checked
- Reward compared with risk
- Account limits enforced
Allowed loss÷Entry-to-stop distance=Starting share countThen capped by account limits
06Execute
Send the order to the connected brokerage with the exit plan ready.
Once every gate passes, Cataldex submits the eligible order through the member's authorized connection. Member workers act during eligible regular-market sessions and wait when that session is closed.
- Simulated paper or eligible live brokerage account
- Order state monitored
- Stale entries can be canceled or repriced
CATALDEX→BROKER→MARKETAccount stays at the brokerage
07Monitor
Keep checking the position until it is closed.
During eligible regular-market sessions, the bot watches the latest price, open profit or loss, signal health, elapsed time, profit milestones, pullbacks, market close, and fresh catalysts. Where submitted, broker-side protective orders can remain active while the worker waits.
- Stops and targets
- Trailing profit protection
- Signal, time, and close exits
ENTRYPROFIT ARMEDEXIT
Watching price, time, signal, and risk
03 / Buy and sell rules
Buying needs agreement. Selling has several triggers.
There is no single magic indicator. Cataldex combines evidence and gives each open position more than one way out.
- 1
There is a reason to care
A fresh catalyst or an approved market-data setup identifies the opportunity.
- 2
The market confirms it
Trend, momentum, volume, volatility, and timing support the move.
- 3
The account can carry it
Buying power, diversification, exposure, and position limits remain inside bounds.
- 4
The trade is worth the risk
The expected move clears the minimum and compares favorably with the planned loss.
- LOSS
Hard stop
Price reaches the maximum planned loss.
- WIN
Profit target
Price reaches the planned reward level.
- LOCK
Trailing protection
After profit is armed, a pullback protects part of the move.
- THESIS
Signal failure
The setup weakens or reverses after the minimum hold check.
- TIME
Stale or maximum hold
The position stops making useful progress or reaches its time limit.
- CLOSE
Session ending
Positions are normally flattened before the cutoff unless strict overnight rules qualify.
04 / Two market modes
Normal hours and extended hours do not behave the same.
Liquidity is usually thinner outside the regular session. Cataldex responds by using a smaller risk budget, fewer simultaneous positions, lower deployment limits, whole-share sizing, and limit orders. Safer rules reduce exposure, but they do not make extended-hours trading risk-free.
Broker-side protection when supported
Normal liquidity checks
Fewer positions and whole shares
Limit-order execution
05 / What learning means
It studies outcomes. It does not rewrite itself without limits.
Every completed trade becomes a record that can be compared with similar trades. Learning is evidence-based, sample-gated, bounded, and reviewable.
Save the full trade
Entry, exit, setup, symbol, catalyst, fills, best move, worst move, hold time, and exit reason.
Compare similar outcomes
Results are grouped by symbol, setup type, and trading lane instead of treating every trade as identical.
Require enough examples
Small samples are noisy. Cataldex waits for minimum evidence before a change can qualify.
Allow small adjustments
Eligible paper-learning changes stay within fixed ranges for profit arming, trailing distance, and hold time.
What stays proprietary
You see the reason. We protect the recipe.
Members can see the evidence categories, passed checks, active risk plan, order state, and exit reason. Exact source weights, trade scores, thresholds, timing logic, and formulas remain private so the system cannot be copied or easily gamed.
What Cataldex cannot know
A well-planned trade can still lose money.
Markets can reverse without warning. News can be wrong, delayed, or already priced in. Stops can slip, feeds can fail, and paper fills and results may differ materially from live execution. Cataldex is designed to make decisions more structured and visible, not to guarantee a result.
Read the risk disclosure →