Stop Wasting Hours Pricing Securities

Instantly price securities or commodities using real-time market data—no more manual calculations.

Manually gathering and analyzing market data to price assets is tedious and error-prone. Every day, you lose time cross-referencing sources and second-guessing your numbers while the market moves on.

The hidden cost

What this is really costing you

Pricing securities or commodities means constantly pulling fresh data, running calculations, and adjusting for market shifts. Each step is repetitive and leaves room for costly errors. The process steals your focus from building client relationships and closing deals.

Time wasted

0.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$1,160/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep doing it manually, you’ll continue to waste valuable time, risk pricing mistakes, and miss out on faster, more strategic client interactions.

Return on investment

The math speaks for itself

Today — without agent

0.8 hrs/week

of manual work

$1,160/year/ year

With your AI agent

0.2 hrs/week

agent-handled

$290/year/ year

You save

$870/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Quick Price Check for a Client

You ask your agent to calculate the current fair value of a security before a client call.

Market Volatility Response

You ask your agent to reprice a commodity portfolio after a sudden market shift.

Scenario Planning

You ask your agent to show how different market conditions would impact a security’s price.

Performance Reporting

You ask your agent to generate a summary comparing today’s prices to last quarter.

How to hire your agent

1

Connect your tools

Link your existing trading, analytics, and market data platforms used for pricing and analysis.

2

Tell your agent what you need

Type: 'Price these five commodities based on today’s market conditions and show any major deviations from last week.'

3

Agent gets it done

The agent returns a detailed pricing report with current values, trend analysis, and scenario outcomes.

You doing it vs. your agent doing it

Log into multiple platforms and export pricing data.
Agent pulls all relevant data instantly on request.
30 min/week
Manually input numbers into spreadsheets and check formulas.
Agent runs calculations and checks for errors automatically.
10 min/week
Set up models and adjust variables by hand.
Agent generates scenario results with a single prompt.
5 min/week
Format data and write up findings for clients.
Agent produces ready-to-share reports in seconds.
3 min/week

Agent skill set

What this agent knows how to do

Market Data Aggregation

Pulls and compiles the latest market prices and trends for selected securities or commodities.

Automated Price Calculation

Calculates fair value instantly based on up-to-date market conditions and your parameters.

Scenario Analysis

Runs what-if pricing scenarios to show potential outcomes with changing market variables.

Report Generation

Creates clear, shareable pricing summaries for you or your clients in seconds.

Historical Comparison

Compares current prices to historical data to highlight trends and anomalies.

AI Agent FAQ

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