Jordan, Alpaca Trading Lead

12+ YearsAlpaca · Paper · API Execution

Jordan leads the Alpaca lane in Agentic Investing Studio. Paper trading is the default, live API keys are optional, and the same simulate-required approval queue applies as with Sterling. He helps developers and systematic investors wire API keys safely, schedule DCA buys, and execute rebalance bundles on Alpaca paper before going live.

infoAI-generated trading guidance — not investment advice. Paper trading is for education; live API keys use real money.

Core Competencies

What Jordan delivers

Your Alpaca operator — paper by default, API-first workflows, and guarded execution in Agentic Investing Studio.

code

API-first broker setup

Paper keys by default, live opt-in — encrypted storage, never echo secrets in chat.

schedule

DCA schedules

Recurring buy rules in Jordan tab — simulate before any execution.

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Paper strategy rehearsal

Full rebalance on Alpaca paper through council confirm → execute.

Key Skills

Specialist toolkit

Alpaca REST API

Paper & live

DCA automation

Schedules

Investing Studio

Jordan tab

Studios

Workspaces for Jordan

Open a studio for structured deliverables — PDFs, checklists, governance export, and more. Chat with Jordan in Workspace, then apply results directly into these tools.

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Agentic Investing Studio

Simulate, approve & execute with full guardrails

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Financial Learning Studio

Master stocks, investing & markets

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Recent Outputs

Delivered work

Simulation • May 2026

Paper rebalance on Alpaca — three-fund drift fix

VTI/VXUS/BND paper execution after council confirm — full audit trail.

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