Finance Agent capability

Record an Executed Trade through Conversation

Pineify Finance Agent can record an executed trade from the details you explicitly provide. Review the saved receipt, then read back the trade when you need its full record.

Opens Finance Agent with a journal request ready to send. Advanced or higher is required.

Finance Agent in actionAI Trade Recording
Native confirmation of a synthetic AAPL trade recorded in a USD journal.
Captured October 2, 2026 after a synthetic AAPL record was saved. The confirmation records bookkeeping and does not place an order.

Your personal trading records

Record an Executed Trade through Conversation

Select the ledger and state the executed symbol, buy or sell side, entry price, quantity, and time with timezone. Add an initial stop, one take-profit price, notes, or existing tags and setup if wanted. Read the saved trade back to check details that are not included in the short confirmation.

Journal capabilities are available in Finance Agent on Advanced or higher. Your journal content may enter the model context and your own chat history; this capability does not add a public conversation or sharing workflow.

Use cases

Ways to use this journal capability

Record the execution details

State the instrument, price units, quantity units, and event timezone explicitly. The ledger supplies the account currency; a recognized FX pair uses its quoted exchange rate and a quote-to-account conversion for monetary calculations.

Keep the original trade plan

Include your initial stop, one take-profit price, plan notes, and existing general tags or setup when relevant. These are journal fields, not orders sent to a broker.

Check the saved receipt

Review the result and ask to read the recorded trade when you need its complete details.

FAQ

Questions about trade recording

Continue with your own trading journal

Select an existing ledger, check its currency and timezone, and describe the record you want to read or save.

Open Finance Agent

For informational and research use only. No output is investment advice or a guarantee of future performance.