Overview

Warren is a private AI fund manager built on Kodeus that helps you discover, allocate, and run trading strategies through a guided experience.

Instead of manually monitoring charts, managing entries, or coordinating multiple strategies, you configure preferences, define risk boundaries, and allow Warren to manage execution within the limits you set.

What Warren is designed around

• Strategy discovery
• Guided trading
• Portfolio assistance
• Market intelligence
• Allocation-aware execution
• User-controlled capital management

What Warren supports

• Paper trading using simulated capital
• Live trading using connected exchanges
• Demo exploration without exchange connectivity

Your funds always remain on your connected exchange. Warren only receives execution authorization through exchange APIs.

Core Warren workflow

The current Warren experience follows a guided activation flow:

1. Access Warren
2. Authenticate using wallet or email
3. Complete onboarding personalization
4. Configure risk preferences
5. Select trading styles and market types
6. Allow Warren to prepare recommendations
7. Select one or more strategies
8. Choose trading mode
9. Configure capital allocation
10. Launch strategy execution
11. Monitor strategies through the dashboard

Next: Authentication