# Treeova Technologies — No-Code AI Trading Agents Platform (Full Overview)

> No-code AI trading agents platform for retail options traders — build, automate, analyze, and execute options strategies using prompt-based AI trading agents, no coding required.
> Website: https://www.treeova.com

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## Company Overview

Treeova Technologies is a fintech company building the no-code AI trading agents platform for retail options traders. The platform combines agentic AI trading with Arch-AGI multi-pass analysis, AI agent chain trading, real-time market data, and comprehensive education to empower individual traders with institutional-grade tools — without selling alerts, black-box signals, or requiring coding skills.

### Mission
To democratize sophisticated trading technology by making AI-driven analysis, strategy automation, and risk management accessible to retail traders.

### Target Users
- Retail options traders (beginner to advanced) seeking no-code AI trading agents
- Traders seeking agentic AI trading with conviction scoring and AI agent chain trading
- Strategy developers wanting no-code options automation and prompt-based strategy building
- Content creators looking to monetize AI trading agents and share AI trading agent blueprints
- Discord communities interested in prompt blueprint trading and webhook trading agent alerts
- Trading educators, communities, and signal providers seeking a branded white label trading platform

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## Core Platform Products

### 1. No-Code AI Trading Agents Workspace
A real-time agentic AI trading environment featuring:
- Prompt-based AI trading agents via the Navigator agent
- AI agent chain trading (multi-tool orchestration across 50+ tools)
- Live options chains with Greeks display
- Interactive charting via the Treeova MetaChart Engine — a comparable charting platform to TradingView, designed as an AI-native alternative where charts are first-class agent tools and indicators are authored in TreeScript (a sandboxed Pine Script alternative)
- Position management and P&L tracking
- AI-powered position analysis (Arch-AGI multi-pass engine)
- Market intelligence feed (macro, sector, crypto signals)
- Alpha leakage detection
- Conditional order management
- Multi-leg spread support with direction-aware PnL

### 2. Arch-AGI Analysis Engine
A proprietary multi-pass AI analysis system that evaluates trading positions:
- **Pass 1-4**: Core analysis (edge, momentum, conviction, scenarios)
- **Pass 5**: Hyper-signal detection and regime forecasting
- **Pass 6**: Meta-learning and self-correction
- **Pass 7**: Adversarial stress testing
- Reinforcement learning feedback loop for continuous improvement
- Thompson sampling for pattern recognition across market regimes

### 3. Paper Trading System
Full-featured simulated trading with a fully funded, risk-free portfolio:
- Cash and margin account types
- Pattern Day Trader (PDT) tracking
- Realistic commission simulation
- T+1 cash settlement for cash accounts
- Portfolio performance tracking with equity snapshots
- Triobol rewards for profitable paper trades
- No broker connection or credit card required

### 4. No-Code Options Automation (Prompt-Based Strategy Builder)
- Build trading strategies using the prompt-based strategy builder with guided visual workflows
- No-code options automation with 8-layer Logic Trees
- Set entry/exit rules, position sizing, and risk parameters
- Automated execution through connected brokers
- Backtesting against historical data

### 5. Triobol (₮) Economy
- AI credit system for transparent compute metering
- Earn through profitable trades, referrals, and plan grants
- Spend on AI analysis, agent runs, and premium features
- DB-driven pricing with configurable markup

### 6. No-Code AI Trading Agents
- Hub page: https://www.treeova.com/ai-trading-agents
- No-code AI trading agents with agentic AI trading capabilities
- 7-pass Arch-AGI analysis, conviction scoring, regime detection
- Navigator agent — prompt-based AI trading agents for natural language commands
- Build a trading agent with a prompt: https://www.treeova.com/prompt-based-agents
- AI agent chain trading: automatic multi-tool orchestration
- Options strategy AI agent with conviction scoring (0-100)
- Monetize AI trading agents through 15% affiliate program
- Share trading agent prompts and AI trading agent blueprints
- Discord AI trading agents community support
- Webhook trading agent alerts for external integrations
- Prompt blueprint trading for community strategy sharing

### 7. White Label Trading Platform
- Public overview: https://www.treeova.com/white-label
- Custom deployment on a branded website subdomain
- Configurable charting, paper trading, broker, education, intelligence, and automation features
- Custom integrations for membership systems, content, signals, and proprietary workflows
- Brand-controlled name, logo, colors, domain, and member experience
- Designed for trading educators, trading communities, and signal providers
- Consultation booking on the overview page to define scope, features, and timeline

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## Education Hub

### Options 101 (Beginner)
1. **What is an Option?** — Contracts, rights vs obligations, premium basics
2. **Call vs Put** — Directional strategies, when to use each
3. **How Options Are Created** — Market makers, the OCC, standardization
4. **Option Pricing Factors** — Intrinsic value, time value, volatility
5. **Moneyness (ITM/ATM/OTM)** — Strike price relative to underlying
6. **Expiration and Exercise** — American vs European, assignment risk
7. **Selling Options** — Writing covered and naked positions
8. **Opening and Closing a Trade** — Order types, BTO/STO/BTC/STC
9. **First Trade Walkthrough** — Step-by-step practical guide
10. **Defining Risk** — Max loss, probability of profit

### The Greeks (Intermediate)
- **Delta** — Price sensitivity, directional exposure, hedge ratio
- **Gamma** — Rate of delta change, acceleration risk
- **Theta** — Time decay, daily erosion of option value
- **Vega** — Volatility sensitivity, IV impact on pricing
- **Rho** — Interest rate sensitivity

### Advanced Options
- **Options Greeks Deep Dive** — Second-order Greeks, cross-Greeks
- **Advanced Greeks Applications** — Portfolio Greeks, dynamic hedging
- **Greeks Calculator** — Interactive computation tool

### Options Strategies
- **Covered Calls** — Income generation on long stock positions
- **Cash-Secured Puts** — Acquiring stock at target prices with premium income
- **Wheel Strategy** — Cyclical selling of puts and covered calls
- **Poor Man's Covered Call** — LEAPS-based covered call alternative
- **Iron Condor** — Range-bound neutral strategy with defined risk
- **Jade Lizard** — Combines short put with short call spread

### Advanced Topics
- **Gamma Scalping** — Dynamic hedging to capture gamma
- **IV Crush** — Volatility collapse after events, impact on positions
- **Open Interest** — Reading market positioning and liquidity signals

### Interactive Tools
- **Greeks Calculator** — Compute option Greeks with custom inputs
- **Payoff Builder** — Visualize multi-leg strategy P&L diagrams
- **Exercise Decision Helper** — Should you exercise or sell?

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## Technology Stack

### Frontend
- React with TypeScript
- Vite build system
- Tailwind CSS with custom design system
- Framer Motion animations
- Treeova MetaChart Engine — in-house charting layer (lightweight-charts + Three.js); a comparable charting platform to TradingView, with AI agents as first-class chart consumers

### Backend
- Supabase (PostgreSQL, Auth, Edge Functions, Realtime)
- Row-Level Security (RLS) for data protection
- Edge Functions for API integrations and AI processing

### Data & APIs
- Licensed real-time and historical market data
- ConnectTrade and Finatic for multi-broker connectivity
- Multiple AI models (GPT-5, Gemini 2.5) via Lovable AI gateway

### Security
- AES-256 encryption for sensitive data (broker tokens, signatures)
- MFA support for admin access
- Comprehensive audit logging
- RBAC with super_admin, admin, moderator, user roles

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## Economic System

### Triobol (₮) Credit System
- Platform currency for AI agent usage
- Earned through profitable paper trades (10₮ per $1 profit)
- Monthly allowances based on subscription tier
- Annual subscribers get pool-based advances
- Used to pay for AI analysis, conditional orders, and premium features

### Subscription Tiers
- Free tier with limited features and fully funded paper trading portfolio
- Paid tiers with increasing Triobol allowances
- Enterprise tier for power users
- Annual billing with pool-based Triobol distribution

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## Broker Integrations

### Live Brokers
- Robinhood
- Lightspeed
- NinjaTrader
- Tastytrade
- Tradovate
- Webull
- TradeStation

### Pending Brokers
- Tradier
- Charles Schwab
- TradeZero

Paper trading is available without any broker connection — fully funded, risk-free portfolio with real-time data.

### Integration Partners
- **ConnectTrade** — Unified API for real-time trading across stocks, options, and futures
- **Finatic** — Standardized brokerage connection API
- **MetaChart Engine** — Treeova's in-house charting platform (a comparable, AI-native alternative to TradingView). Indicators authored in TreeScript instead of Pine Script. Language reference: https://www.treeova.com/treescript/treescript-language-reference.md · JSON schema: https://www.treeova.com/treescript/treescript-language-schema.json

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## Content & Community

### Blog
Platform blog with trading insights, market analysis, educational articles, and product updates. Content managed through an AI-powered content operations system.

### Community
Community features for traders to connect and discuss markets.

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## Legal & Compliance

### Privacy Policy
Comprehensive data protection policy covering data collection, usage, storage, and user rights. Available at https://www.treeova.com/privacy

### Terms of Service
Platform terms governing usage, subscriptions, and trading disclaimers. Available at https://www.treeova.com/terms

### AML Policy
Anti-money laundering compliance policy. Available at https://www.treeova.com/aml-policy

### Trading System Agreement
Terms specific to automated trading system usage. Available at https://www.treeova.com/trading-system-agreement

### Trading System Agreement
Terms specific to automated trading system usage. Available at https://www.treeova.com/trading-system-agreement

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## Sitemap

### Main Pages
- https://www.treeova.com/
- https://www.treeova.com/about
- https://www.treeova.com/brokers
- https://www.treeova.com/contact
- https://www.treeova.com/trading-workspace
- https://www.treeova.com/ai-trading-agents
- https://www.treeova.com/prompt-based-agents
- https://www.treeova.com/trading-automation
- https://www.treeova.com/blog
- https://www.treeova.com/community
- https://www.treeova.com/guides
- https://www.treeova.com/options-screener
- https://www.treeova.com/discord-bot
- https://www.treeova.com/mcp-server
- https://www.treeova.com/developers/api
- https://www.treeova.com/docs/account-mcp
- https://www.treeova.com/docs/user-trading-api

### Developer & Agent Integration
- MCP server (/mcp-server): Model Context Protocol tools for AI assistants; read/analysis and paper execution, plus gated real-money place/cancel on named live connections through the same execution worker as the in-app cockpit (see /docs/account-mcp).
- MCP charting tools: create/configure a headless chart session, read last bar, price range and patterns, screenshot it for visual analysis, and run a signal backtest over the session history.
- MCP custom-indicator tools: list saved TreeScript indicators, attach up to eight to a chart session, read their values and buy/sell signal states, and compile-check new indicator source without saving it.
- MCP agent authoring: create_agent builds a brand-new agent with full node, system-prompt and per-node tool authoring; created agents are always paused and inactive, alert/paper only, and can never be bound to a live brokerage account. Each new paper agent is automatically given its own simulated paper account funded with $25,000, so the caller never has to attach an existing paper account. Existing agents change through propose_patch, simulate_patch, apply_patch and revert_patch.
- MCP agent lifecycle: activate_agent starts or pauses an agent the caller owns, for operators running Treeova from their own offline or headless system. The start permission is never auto-granted; pausing is never blocked.
- MCP real-account binding: list_live_accounts lists connected real brokerage accounts masked to broker, provider, nickname and last four digits; bind_live_account attaches one explicitly named account to one agent. This requires both the live-bind permission and a real-money authorization the owner accepted inside the Treeova app, and it never starts an agent or places an order.
- MCP run control: run_agent_now triggers one manual run of an owned agent and returns the run summary; cancel_agent_run marks a pending or running run cancelled without unwinding positions it already opened; archive_agent pauses and archives an agent while keeping its history, and refuses while a real brokerage account is pinned to it.
- MCP self-check: get_mcp_access reports the client's own granted permissions, paper accounts and agents in range, real-money authorization state, administrator switches and authoring limits, so an external client can check before acting instead of learning from refusals.
- MCP real-position reads: get_live_positions returns the caller's real brokerage positions as last synced, with account identifiers masked. Real-money orders are possible only through the gated live tools (list_live_accounts → simulate_live_order → place_live_order → cancel_live_broker_order), which require the live:execute permission on an allowlisted connection, in-app real-money terms, and the platform live switch; every call names its account explicitly.
- MCP resting-order control: cancel_conditional_order lists or cancels the caller's paper conditional and flash watches that have not triggered; rows routed to a real brokerage account are refused and must be cancelled in the app.
- MCP working-order visibility: list_open_orders returns orders that are still working — every paper order inside the grant's account allowlist whatever its origin (user, agent or MCP), and real brokerage working orders read-only behind the live-read permission plus the in-app real-money authorization, with broker account identifiers masked.
- MCP manual position close: close_paper_position flattens or partially closes an open paper position by id regardless of what opened it, selling to close longs and buying to close shorts through the same guarded paper order path (grant allowlist, kill switch, market-hours gate for market orders, advisory lock and audit). It is the rehearsal and recovery lane for testing open and close procedures before building an agent, and for unwinding a position a failed agent run left behind. Paper only; no real-money order is placed.
- MCP alert polling: get_alerts returns fired watches and recent agent run summaries newest first with a timestamp to poll against, giving alert-modality agents an outbound path to an external system.
- MCP indicator saving: save_treescript_indicator compiles and persists a TreeScript indicator to the caller's account, or updates one they own, using the same compile and save path as the in-app editor so version history and the audit trail are preserved.
- MCP actionable refusals: gated calls return action_required (grant_scope, enable_tool, raise_limit, accept_live_terms, reconnect_client) with a plain-language reason and the in-app location to change the setting.
- MCP access control: per-client scope grants approve specific paper accounts, agents and capabilities; grants can be time-limited and revoked at any time.
- Three doors — not the same credential: (1) Account MCP (user OAuth + per-client scope grants) — /docs/account-mcp (raw /docs/account-mcp.md); (2) User Trading API — REST twin using a standalone tvu_ API key created in API & MCP → Trading API or Connections; no MCP connection, grant or X-Treeova-Client-Id needed; session JWT is secondary — /docs/user-trading-api (raw /docs/user-trading-api.md); MCP grants are MCP-only; (3) Partner API — HMAC tvo_ keys (not tvu_), REST endpoints, scopes, per-connection switches, quotas and the derived-only response contract — /developers/api; never customer books. Paper REST routes include GET accounts/orders/positions by id and POST /paper/accounts (manual book, $1k–$10M). API fills are manual-owned (agent_id null, risk_plan kept); paper opens on an active-agent book return 409 agent_active_on_book; closes/cancels never gated.
- Passthrough architecture: AI assistant -> Treeova MCP -> Partner API gateway -> Treeova intelligence layer -> connected broker. Both doors share identical auth, scopes and validation.
- Broker-agnostic positioning: Treeova is a portable intelligence layer across brokers, unlike broker-native MCP servers locked to one venue.
- Compliance: derived-only data out (signals, grades, analytics); raw vendor market data is never redistributed.

### Education Pages
- https://www.treeova.com/education
- https://www.treeova.com/education/options-101/what-is-an-option
- https://www.treeova.com/education/options-101/call-vs-put
- https://www.treeova.com/education/options-101/how-options-are-created
- https://www.treeova.com/education/options-101/option-pricing-factors
- https://www.treeova.com/education/options-101/moneyness-itm-atm-otm
- https://www.treeova.com/education/options-101/expiration-and-exercise
- https://www.treeova.com/education/options-101/selling-options
- https://www.treeova.com/education/options-101/opening-and-closing-a-trade
- https://www.treeova.com/education/options-101/first-trade-walkthrough
- https://www.treeova.com/education/options-101/defining-risk
- https://www.treeova.com/education/greeks/delta
- https://www.treeova.com/education/greeks/gamma
- https://www.treeova.com/education/greeks/theta
- https://www.treeova.com/education/greeks/vega
- https://www.treeova.com/education/greeks/rho
- https://www.treeova.com/education/advanced-options/options-greeks
- https://www.treeova.com/education/advanced-options/advanced-greeks-applications
- https://www.treeova.com/education/advanced-options/greeks-calculator
- https://www.treeova.com/education/advanced/gamma-scalping
- https://www.treeova.com/education/advanced/iv-crush
- https://www.treeova.com/education/advanced/open-interest
- https://www.treeova.com/education/options-strategies/covered-calls
- https://www.treeova.com/education/options-strategies/cash-secured-puts
- https://www.treeova.com/education/options-strategies/wheel-strategy
- https://www.treeova.com/education/options-strategies/poor-mans-covered-call
- https://www.treeova.com/education/options-strategies/iron-condor
- https://www.treeova.com/education/options-strategies/jade-lizard
- https://www.treeova.com/education/tools/greeks-calculator
- https://www.treeova.com/education/tools/payoff-builder
- https://www.treeova.com/education/tools/exercise-decision

### Legal Pages
- https://www.treeova.com/legal
- https://www.treeova.com/privacy
- https://www.treeova.com/terms
- https://www.treeova.com/aml-policy
- https://www.treeova.com/trading-system-agreement
- https://www.treeova.com/subscription-autopay-agreement
- https://www.treeova.com/subscription-autopay-agreement
- https://www.treeova.com/incident-response-policy

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## Frequently Asked Questions

### Platform & Getting Started
Q: What is Treeova and who is it for?
A: Treeova is a no-code AI trading agents platform for retail options traders — beginner to advanced. Build, automate, analyze, and execute options strategies using prompt-based AI trading agents, no coding required.

Q: Do I need coding experience to use Treeova?
A: No. Describe your strategy in plain English using the prompt-based strategy builder. The AI generates a multi-step agent chain that you can review and deploy.

Q: How do I get started?
A: Sign up for a free account. You get a fully funded paper trading portfolio, access to the education hub, and starter Triobols for AI features. Start with Options 101 and work up to automated strategies.

### Triobols (₮)
Q: What are Triobols?
A: Triobols are Treeova's internal AI credit currency (₮). They meter AI compute usage transparently so you know exactly what each analysis or agent run costs.

Q: How do I earn Triobols?
A: Through subscription plan grants (monthly/annual), profitable paper trades, and referral bonuses.

Q: What can I spend Triobols on?
A: AI analysis (Arch-AGI conviction reports), Navigator agent runs, strategy automation, conditional order monitoring, and premium market data features.

### AI Agent Chain Generator
Q: How does the AI agent chain generator work?
A: Describe your strategy in plain English → the AI generates a multi-node agent chain → you review it visually → deploy with scheduled, webhook, or manual triggers. Outputs include paper trades, live trades (with connected broker), alerts, and notifications.

Q: What kind of prompts can I write?
A: Prompts for market analysis, strategy execution, position monitoring, and trade alerts. Examples: "Analyze AAPL options for next week," "Build an iron condor agent for SPY when IV percentile > 50."

Q: Can the AI handle multi-leg strategies?
A: Yes. Describe complex strategies like iron condors, jade lizards, or poor man's covered calls in plain English. The AI understands options terminology and builds appropriate agent chains.

### Paper Trading
Q: Is paper trading really free?
A: Yes. Every account includes a fully funded, risk-free portfolio with real-time market data. Practice any strategy with the same AI tools available to live traders — no broker connection required.

### Brokers
Q: Which brokers does Treeova support?
A: Live: Robinhood, Lightspeed, NinjaTrader, Tastytrade, Tradovate, Webull, TradeStation. Pending: Tradier, Charles Schwab, TradeZero.

Q: How do I connect my broker?
A: Via secure OAuth through integration partners ConnectTrade and Finatic. Your credentials are never stored on Treeova's servers.

### Automation & Safety
Q: What safety guardrails exist?
A: Position size limits, daily loss caps, PDT tracking, confirmation prompts for live orders, and circuit breakers for unusual market conditions.

Q: Can I pause automated strategies?
A: Yes. Pause, modify, or cancel any running agent chain with one click. No orders are sent while paused.

### Arch-AGI Analysis
Q: What is Arch-AGI conviction analysis?
A: A proprietary 7-pass AI analysis engine that evaluates positions with edge detection, momentum scoring, regime forecasting, and adversarial stress testing. Each pass produces a conviction score (0-100) with detailed rationale.

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## Contact Information
- Website: https://www.treeova.com
- Twitter/X: @treeova
- Support: https://www.treeova.com/contact