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Archer product documentation
From first question to controlled execution.
A practical guide to using Archer for market research, Robinhood account context, trade preparation, approval, automations, and execution follow-through.
Guest researchAccount-aware answersApproval-bound execution
01 · Get started
Choose how much context you need.
Archer works immediately as a limited guest. Sign in only when you want persistent history, account-specific analysis, or controlled execution.
Create your account
Sign up when you want saved conversations, account-aware answers, security controls, and Robinhood connection.
Connect Robinhood
Authorize Archer through Robinhood. Archer never asks for or stores your brokerage password.
Guest mode is intentionally limited.
It has no portfolio, brokerage, saved-history, or trading access. Guest rate limits protect the shared service and reset automatically.
02 · Connect Robinhood
Authorize the account. Never share credentials.
In Settings, start the Robinhood connection and complete authorization with Robinhood. Archer receives a scoped connection envelope; your brokerage password never enters Archer.
- 1Open Settings
Choose the Robinhood connection panel after signing in.
- 2Authorize with Robinhood
Complete the provider-owned OAuth flow and return to Archer.
- 3Confirm connection health
Archer reports connected, disconnected, expired, and recovery states directly in the UI.
03 · Research and account context
Ask for decisions, not data dumps.
Archer can combine current account data with the question you ask. Be explicit about the comparison, timeframe, risk, or decision you are trying to make.
You
Compare my NVDA position with the rest of my portfolio and explain the concentration risk.
Archer
I’ll inspect the position, portfolio allocation, current quote, and relevant account context before summarizing the exposure and possible next steps.
Portfolio snapshotPositions and tax lotsQuotes and chartsOrders and approvalsWatchlists and scans
04 · Prepare a trade
A trade request becomes a durable review flow.
Archer does not jump from language directly to placement. Each request passes through account resolution, policy evaluation, preview, approval, and application-owned execution.
01
Describe the intent
Name the instrument, side, amount or quantity, and any order preference you already know.
02
Inspect the preview
Archer resolves the account and instrument, then presents the exact order terms and relevant policy result.
03
Approve exact terms
Approval binds to the persisted preview. If the terms or controls change, Archer requires a new review.
04
Verify the result
The application places once and records the outcome. Uncertain network results enter reconciliation instead of automatic retry.
05 · Controls and approvals
The model cannot overrule your policy.
Trading controls are versioned application data. They are evaluated outside the language model and checked again before execution.
Confirm all by default
Every order requires explicit approval unless you deliberately configure a narrower policy.
Account and notional limits
Per-order, daily, buying-power, asset-class, and open-order limits are deterministic checks.
Step-up security
Sensitive changes require recent two-factor verification before policy can be broadened.
06 · Automations
Describe once. Evaluate deterministically.
Archer can turn a natural-language schedule or market condition into a structured automation. The model parses the setup once; workers evaluate the stored rule from then on.
Scheduled orders
Run at a defined time or recurring schedule, subject to the same execution controls.
Price conditions
Evaluate market data against stored conditions without asking the model to reinterpret the rule.
07 · $ARCHER perks
Hold on-chain. Unlock tiered agent headroom.
$ARCHER is the membership token on Robinhood Chain. Link your wallet, hold on-chain, and Archer verifies balance against tier thresholds: T1 at 1M, T2 at 5M, and T3 at 10M whole tokens.
Perks are product entitlements, not financial promises.
Tiers unlock workspace benefits like queue priority, badges, and experimental previews. Entitlements roll out over time; the sidebar track is your live status once a wallet is linked.
T1Priority lane
1M+ $ARCHER
The entry tier for verified $ARCHER holders on Robinhood Chain.
- Light priority during busy agent hours
- Holder badge in the workspace
- Higher request ceiling vs standard members
T2Conviction tier
5M+ $ARCHER
For holders building a meaningful $ARCHER stack. More room to run the agent hard.
- Meaningfully faster queue placement vs T1
- Extended conversation and tool context
- Early previews of new chain-side tools
T3Founding tier
10M+ $ARCHER
Top holder tier. The most agent headroom Archer ships today.
- Maximum agent throughput tier in the product
- First access to experimental automations and flows
- Founding-holder recognition in the workspace (display)
08 · Execution outcomes
An uncertain response is not permission to retry.
If a placement response is lost or ambiguous, Archer records the unresolved result and performs read-only order checks. It never blindly sends the order again.
ConfirmedRobinhood returned a clear order result.RejectedThe order was explicitly declined and is not retried.UnknownArcher reconciles through read-only history checks.
09 · Security boundary
One agent. Narrow tools. Application-owned side effects.
Archer does not expose raw order placement or cancellation tools to the model. Financial side effects remain behind policy wrappers, durable state transitions, idempotency controls, and exact order IDs.
What the agent can do
Research, retrieve permitted context, prepare previews, explain outcomes, and request approval.
What the application owns
Policy, approval validation, placement, cancellation, persistence, locking, and reconciliation.
Ready to try it?
Launch Archer