Thesis

The problem

Serious trading is fragmented. Charts live in one tool, screeners in another, bots in a third, your journal in a spreadsheet, and “AI” is usually a chatbot bolted on the side that never touches your actual positions or gets measured against real outcomes. Retail traders rarely get institutional-grade depth, and the tools that do exist are single-asset and desktop-bound.

Our thesis

Bring multi-asset data, AI, automation, backtesting and journaling into one non-custodial workspace — and close the loop. In Formion, AI isn’t a side panel: it reads a live market snapshot, proposes ideas, can place trades on your own exchange (with your confirmation), and every signal it produces is tracked as a real, back-testable trade with win-rate, expectancy and equity curves. AI amplifies the trader’s judgment; it doesn’t replace it.

Three convictions drive the product:

• Unify, don’t fragment. Crypto, forex, stocks, commodities, options and prediction markets — one terminal, one journal, one set of AI tools.
• Measure everything. A signal that isn’t tracked to a realized outcome is marketing. We turn every signal — ours and third-party — into a measured trade.
• Never custody exchange funds. Keys stay on the user’s exchange; Formion connects, analyzes and (on request) executes — it never holds or withdraws them. The one exception is the opt-in Dossier Autopilot, which trades from a separate auto-trade wallet whose key is held by the Formion signer.

Why now

Retail participation, algorithmic tooling and capable LLMs have all arrived at once. The opportunity is to wire them together into a workflow a trader can actually run — from a phone or Telegram — rather than another dashboard to babysit.

See where this is heading on the Roadmap and Vision.

Current product context

The workflow includes cTrader forex/CFD broker accounts alongside crypto venues, and FORA text and realtime voice from the dashboard Command Center. FOM access levels are a phased utility model on Base — reached by holding or locking FOM (FOM Lock live in beta) — and the higher levels include a USD platform licence. See The App and FOM.