Most retail traders do not fail because they lack a strategy. They fail because they cannot execute it consistently under pressure. Watching five charts at once, second-guessing an entry, skipping a stop because the stock looks like it might recover — these are not knowledge problems. They are process problems. And process problems need process solutions.
XeanVI is a rule-based algorithmic trading platform that automates the full workflow from scan to execution, without requiring you to write a single line of code. It connects to your Alpaca brokerage account, runs real-time scans across 70+ symbols, scores each opportunity using an AI engine called Xean, and routes bracket orders only after every gate in your playbook has been cleared. The whole thing is designed around one idea: your rules run the show, not your nerves.
Troy Swartwood, the founder, built this after years of swing trading manually and watching discipline break down at the worst possible moments. The result is a platform that treats every trade as a workflow decision, not a gut call.
Key Features of XeanVI
Real-Time Market Scanning Across 70+ Symbols
XeanVI continuously monitors more than 70 symbols during each session, filtering for momentum, volume context, float, and volatility conditions you define. You are not watching charts anymore. The scanner does it, applies your criteria, and surfaces only what qualifies for the next stage. Setups that do not meet your market filter never move forward.
The Five-Gate Playbook System
This is the core of XeanVI. Every setup must clear five sequential gates before a single order is routed: the Rule Gate, the Validation Gate, the Risk Gate, the Paper Gate, and the Broker Gate. If something fails at Gate 2, it stops there and the reason is logged. Nothing reaches your broker until every checkpoint passes. You always know exactly where a setup stalled and why.
Xean AI: Claude-Powered Setup Analyst
Built on Anthropic’s Claude, Xean is an AI analyst that runs automatically after every scan. It gives you a plain-English read on why a setup passed or was blocked, what the scoring components mean, and what to watch next. You can also ask it direct questions about open positions, trade history, and current market conditions. Five analyst personalities are available: Neutral, Aggressive, Conservative, Quant, and Skeptic.
Risk-Based Position Sizing
Position size is calculated from your configured bankroll and maximum dollar loss settings, not from instinct. You set the risk limits. XeanVI calculates the size. A trade that would exceed your risk boundary does not get sized or routed. The math stays consistent every session, regardless of how you feel about a particular setup.
Paper Mode First, Live Broker When Ready
You can create a free account, load a $10,000 simulated balance, and run the full workflow in paper mode without connecting a live broker. This lets you test your playbook rules, review gate outcomes, and understand exactly how the system behaves before any real capital is involved. It is not a watered-down demo. It is the full engine running on simulated funds.
Marcus at 9:30 AM: A Real Trading Morning With XeanVI
Marcus, a part-time retail trader in Austin, had been manually scanning watchlists every morning before market open. By 9:45 AM he usually missed his best setups because he was still cross-checking news and volume data on three different tabs. His entries were late, his sizing was inconsistent, and he had no clear record of why trades were taken or skipped.
He set up XeanVI on a Sunday afternoon, spent about an hour building his playbook: relative volume threshold, catalyst filter requiring a news or filing trigger, max risk of $150 per trade from a $6,000 paper bankroll. He ran paper scans for two weeks.
On a Thursday at 9:31 AM, XeanVI surfaced a setup on a mid-cap ticker with elevated relative volume and a pre-market filing. Gate 1 cleared on the market filter. Gate 2 cleared after Xean confirmed catalyst context. Gate 3 calculated a position size of 47 shares based on his stop distance and $150 risk cap. Gate 4 confirmed paper routing was ready. The bracket order went through automatically by 9:32 AM, with a stop and target already attached.
Marcus reviewed the audit log at noon. Every decision was recorded with a timestamp. He had not touched a chart that morning. His process ran exactly as written.
How XeanVI Moves a Setup Through the Five Gates
Step 1: Scan
The platform scans configured symbols each session, filtering against your market and volume criteria. Setups that do not qualify never reach validation.
Step 2: Validate
Xean AI checks catalyst context, news, filings, and sector momentum. Only setups with confirmed signals move to risk calculation.
Step 3: Size
Position size is calculated from your bankroll and max dollar loss settings. No manual math, no estimation under pressure.
Step 4: Prepare and Route
Paper or broker-connected routing is prepared only after all prior gates pass. Bracket orders with stop-loss and target instructions are staged automatically.
Step 5: Log
Every gate outcome, skipped setup reason, and workflow action is recorded in the audit log for post-session review.
XeanVI Pricing
XeanVI offers a free account that includes paper scanning, Xean AI analysis on every setup, and full dashboard access with no credit card required. PRO plans add broker-connected execution, automated scan scheduling, and the full playbook rule engine.
- Monthly PRO: $19.99 per month, cancel anytime
- Annual PRO: $199.99 per year, two months included compared to monthly billing
- Launch Promo: Buy one month, get one month free. Two months of PRO for $19.99
Who Should Try XeanVI
If you have a trading plan that falls apart the moment the market opens, XeanVI is worth a serious look. It is built for retail day traders who want structure, repeatability, and a clear audit trail without hiring a developer or learning Python. Start on the free plan, build your playbook, test every gate in paper mode, and connect a live broker only when the process holds up. Head to xeanvi.com to get started with no card required.