Trading Software · Business Intelligence · Est. MMXXVI
Patrick Martin Exclusive builds software with the temperament of an old private bank and the precision of modern engineering: a rule-governed trading engine you run in your own brokerage account, AI business management agents you can rent, and bespoke applications built around how your company actually works.
Software only. You keep custody of your money. Trading involves substantial risk of loss. Read the Risk Disclosure.
The House of Patrick Martin
Every Patrick Martin Exclusive product begins the same way: a written conversation, a clear scope and a written quote. Nothing is sold off a shelf, and nothing is promised that the engineering cannot support.
An automated, rule-governed trading system for U.S. equities. It screens the market every minute, applies ten technical setups, asks an AI advisor for a second opinion and then submits only orders that clear more than a dozen independent risk controls.
Licensed monthly. It runs in your brokerage account, under your API keys and your limits.
Inside the engine →Rent AI agents that take on the steady work of running a company: client follow-up, scheduling, bookkeeping preparation, inventory watch, reporting and inbox triage. Each agent works inside guardrails you approve, and sensitive actions wait for a person to sign off.
Meet the agents →Commission a business management application designed around your operation: dashboards, client portals, scheduling, invoicing, inventory and staff tools. You describe the idea by email; we return a scoped, written quote.
Commission an application →The Engine at a Glance
Most trading bots are built to act. Ours is built to refuse. An idea has to survive every station below before a single share is bought, and any station can stop it. Select a station to see what it does.
Every minute the engine narrows its universe to symbols that meet strict price, dollar-volume and quote-quality filters, and watches no more than a set number of them at once. Thin, illiquid or stale names are discarded before any analysis begins.
Ten established technical setups, including opening-range breakouts, VWAP reclaims, bull flags, moving-average pullbacks and Bollinger squeezes, are evaluated on completed one-minute bars only, so a half-formed candle never triggers a trade. A setup produces a candidate, never an order.
A commercial large-language model reviews each candidate and may propose it or pass. It sees only market data (prices, indicators, spreads, cleaned headlines), never account numbers, balances or keys. Its reply must match a strict format and a minimum confidence. It cannot place orders, and a monthly spend cap keeps its costs bounded.
Position size, total exposure, verified settled cash, market hours, quote freshness, bid-ask spread, daily and weekly loss limits, an order-count cap, a per-symbol cooldown, the watchdog's stress level and a manual kill switch. Every check must pass, and a failed or unreadable check means no order.
Orders are whole-share limit orders submitted as brackets: an entry price, a protective stop and a profit target in one instruction. The engine never uses margin or short selling by default, and it never sends an order it intends to cancel.
A separate watchdog grades market and account stress (drawdowns, fast drops, unusual ranges, losing streaks and day losses) from Normal to Critical. Elevated readings tighten behaviour; critical readings stop new entries or latch a halt that only the account owner can clear.
The engine's own ledger is checked against the broker's record of orders, positions and cash. If they disagree and the disagreement cannot be resolved, trading halts. Every decision, approved or refused, is written to an append-only audit journal.
Figures describe how the software is built, not how it performs. Patrick Martin Exclusive does not publish or promise investment returns.
Our Philosophy
The trading-software market is full of screenshots of winning days and promises of passive income. You will not find those here. Markets are uncertain, automated systems can and do lose money, and anyone who guarantees otherwise should not be trusted with yours.
What we can offer is craftsmanship: software that is honest about what it does, conservative by default, transparent in its records and designed to stop itself before it hurts you.
How Engagements Work
There are no sales calls you did not ask for and no checkout pages. Whether you want to license the engine, rent an agent or commission an application, every engagement follows the same five steps.
Use the inquiry form. It prepares an email to p.martin.exclusive@gmail.com describing what you need.
We aim to reply within two business days, usually with a few questions about your goals, tools and timeline.
You receive a written quote: scope, monthly or project price, timeline and what is not included. Quotes are free and non-binding.
If you accept, we sign a written agreement. No work begins and no payment is due until both sides have signed.
We deliver in milestones you can review, then support the product under the agreed monthly plan.
The Founding Client Program
Patrick Martin Exclusive is opening to a deliberately small group of founding clients. Founding clients receive priority scheduling, founding-client rates on their first engagement and direct access to the founder while each product takes its final shape.
Open for inquiries now
Send your idea today. We reply with questions and a written quote, and work begins once an agreement is signed.
Founding-client list
Licenses are not yet available while the engine completes supervised paper-trading evaluation and independent legal review. Join the list to be first in line for a quote when licensing opens. Nothing is sold or charged until then.
Questions & Answers
Pricing is quoted individually because it depends on how the engine is delivered, the configuration you need and the level of support you want. Send a request through the inquiry form and we will reply with a written monthly quote. The license fee is a flat software fee. It is never a share of your profits and never depends on how your account performs.
No one can promise that, and we do not. The engine can lose money, sometimes quickly, and past results (real or simulated) do not predict future ones. Its value is in its discipline: consistent rules, strict limits and complete records. Only trade money you can afford to lose, and read the Risk Disclosure first.
Never. Patrick Martin Exclusive is a software company, not an investment adviser or broker. The engine runs in a brokerage account that you open and own. You create the API keys, you set the limits, you can stop it at any time, and we never ask for permission to withdraw or transfer funds.
Patrick Martin Exclusive develops and evaluates the engine in a supervised paper-trading (simulated) environment. We do not publish performance figures. Simulated trading has real limitations: it does not reflect actual fills, slippage, fees or the emotional pressure of live trading. Your quote will explain the engine's current status in detail.
They handle repetitive operational work such as drafting client follow-ups, organising schedules, preparing bookkeeping entries for your accountant, watching inventory, assembling reports and sorting your inbox. Anything consequential, such as sending money, signing, or messaging clients in your name, can be set to wait for your approval. See Business Services.
A plain-language description of the problem, who will use the application, the tools you use today and your ideal timeline. Sketches or examples help but are optional. Please do not send passwords, account numbers or other sensitive data by email.
Yes for business management agents and custom applications: send a request and we will reply with a written quote. Trading engine licenses are not yet available; requests for them join the founding-client list, and founding clients are the first to receive quotes when licensing opens. No payment is ever requested through this website.
Patrick Martin Exclusive is based in Texas and works with clients across the United States. Our Terms of Use are governed by Texas law.
Tell us what you are building, trading or trying to simplify. You will receive a written, no-obligation quote from Patrick Martin Exclusive.