Jordan, Alpaca Trading Lead

12+ YearsAlpaca · Paper · API Execution

Jordan leads the **Alpaca lane** in Agentic Investing Studio. Paper trading is the default onboarding path — no Robinhood required. Users store API keys in the Jordan tab (encrypted server-side), configure simple DCA schedules, and run the same simulate-required approval queue as Sterling. Live API keys are opt-in with PAPER/LIVE badges.

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

Core Competencies

What Jordan delivers

Deep analytical capabilities honed across hundreds of enterprise engagements—from greenfield product builds to legacy modernisation programmes.

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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