Product · StockTraderAI
StockTraderAI is an AI-powered cockpit for your securities accounts: every bank in one view, daily assessments for each position, hard risk rules and Austrian capital-gains-tax optimisation.
The AI proposes — you decide.
Guiding principle
Uncontrolled auto-traders are dangerous — for your capital and for your taxes. StockTraderAI is deliberately built differently: every recommendation passes hard, rule-based controls, and the final say stays with a human — or with a rule you defined yourself.
Proposal, check and approval add up to a process you can trust even in turbulent markets.
Four ways of working
StockTraderAI adapts to how you want to run your wealth — as a pure cockpit, as a daily sparring partner, or as AI support for your hands-on management. And if you choose to, it executes automatically within clear rules.
All accounts in one view: statements from Erste Bank, flatex and ZERO are imported, positions continuously updated with prices, P&L and weights.
Every morning, an AI advisor prioritises your positions: what matters today, what can wait? Plus stock analyses with fundamentals, news and analyst consensus.
You keep placing orders at your bank. StockTraderAI provides the decision basis, remembers your response and reconciles your trade receipts automatically.
If you want to hand over the routine: StockTraderAI can execute orders itself — strictly within the risk-engine limits, and only in accounts where you explicitly enable the mode. The principle holds: a human, or a rule that human defined, approves.
StockTraderAI provides assistive assessments to support your decisions — not investment advice or asset management in the legal sense. You decide and act yourself.
Tax optimisation
Your bank settles capital gains tax only for its own account. StockTraderAI calculates across all of them — by Austrian rules, from moving-average cost basis to grandfathered holdings.
Gains at one bank, losses at another? StockTraderAI shows where offsetting pays off — and whether a tax refund is waiting.
Concrete suggestions for which losing position would neutralise a taxable gain — with the saving quantified. In Austria, immediate repurchase is permitted.
Securities bought before 2011 are tax-free on sale in Austria. The AI knows this rule — and does not propose selling grandfathered holdings for rebalancing.
Moving-average cost basis per account and ISIN, foreign currency converted at daily rates, receipt reconciliation — and a PDF for your tax advisor at the end.
Preparation for your tax advisor — not tax advice.
Risk engine
Before a proposal can become an order, a deterministic risk engine checks every recommendation — independently of the AI. The defaults are deliberately conservative.
max. 5% of the portfolio per position
max. 25 positions in the portfolio
the system pauses at a 15% drawdown
mandatory for every new position
minimum liquidity stays untouched
uncertain AI recommendations are discarded
no micro-orders, no fee traps
no frantic back-and-forth after a sale
Every recommendation, every rule check and every one of your decisions lands in the audit log — traceable down to the individual proposal.
Technology
At the core works Anthropic Claude — the same model we build software with. It does not produce free-floating prose but structured, validated output: assessment, reasoning, risks, price target.
Market data, fundamentals and news come from professional data providers; the AI reads trade receipts straight from PDF or photo. And to keep AI costs in check, StockTraderAI has built-in daily limits for analyses.
No. StockTraderAI is software: it provides assistive assessments to support your decisions — not investment advice, not asset management, and not a solicitation to buy or sell. You decide and act yourself.
Only if you explicitly want it to. By default, all accounts are strictly advisory — the system places no orders there. An optional fully automatic mode executes within the risk-engine limits; it is proven in paper trading (virtual money) today, with live broker connection in preparation.
Statement import currently works for Erste Bank (George), flatex and ZERO Trading; further formats can be added. Alpaca is connected for paper trading.
Stocks and ETFs from the US and Europe. Cryptocurrencies are deliberately not included.
StockTraderAI runs self-hosted — your portfolio data stays in your environment and is not shipped to a third-party platform. Individual analysis requests are sent to the AI (Anthropic Claude).
The system is in daily production use — currently as the developer’s personal tool, with real accounts. A version for additional users is in preparation. Get in touch if you are interested — it feeds directly into prioritisation.
Status & contact
StockTraderAI runs in production with real portfolios — today as a personal system, tomorrow perhaps as yours. Tell us how you manage your wealth, and we will show you the system live.
StockTraderAI is a software product by Pabeschitz Computer Consulting GmbH. It does not provide investment advice, asset management or tax advice in the legal sense; all output consists of assistive assessments to support your own decisions. Capital investments involve risk.
