Insights

Revolution

January 23, 2025 • 12 min read

MCP Connectivity to Clearing Houses and Brokers: The Agentic Trading Revolution

The future of trading isn't human-augmented—it's AI-native. Discover how MCP connectivity transforms financial infrastructure into unified trading intelligence.

MCP connectivity agentic trading AI infrastructure

Infrastructure

July 12, 2025 • 14 min read

The Rise of MCP Middleware: Building the Nervous System for Multi-Agent Investing

Discover how MCP middleware enables AI agents to coordinate at machine speed. Learn why Model Context Protocol is replacing traditional trading APIs for multi-agent financial systems.

MCP middleware multi-agent

AI Infrastructure

July 8, 2025 • 8 min read

Why MemOS Needs Finance-Native Memory

Discover why MemOS needs finance-specific memory infrastructure for autonomous trading, compliance, and multi-agent orchestration in modern financial systems.

MemOS FMaaS

24/7 Markets

July 8, 2025 • 14 min read

The Future of 24/7 Portfolio Management

As global markets evolve toward round-the-clock trading, discover how autonomous infrastructure will reshape portfolio management and create new opportunities.

24/7 Trading Autonomous AI

Tax Optimization

July 2, 2025 • 7 min read

How AI-Native Architecture Will Transform Tax Loss Harvesting

Discover how Switchfin's multi-agent infrastructure and virtual subaccount architecture are designed to enable next-generation tax loss harvesting strategies beyond traditional limitations.

Tax Loss Harvesting Virtual Subaccounts

AI Infrastructure

June 24, 2025 • 14 min read

The AI Feedback Loop Powering Self-Improving Investment Strategies

Discover how AI feedback loops transform every trade into a learning opportunity, creating investment strategies that continuously improve through real-world execution data and Switchfin's FMaaS infrastructure.

AI Feedback Loops FMaaS

Developer Tools

June 20, 2025 • 12 min read

Why Modern Developers Choose MCP Over Traditional Brokerage APIs

Traditional brokerage APIs weren't built for AI agents. Discover how MCP (Model Context Protocol) enables the next generation of intelligent, adaptive trading systems.

MCP Protocol Developer Tools

AI Transformation

June 20, 2025 • 15 min read

Why All Investing Will Soon Be AI Investing

The convergence of AI agents, multi-agent orchestration, and intelligent memory systems is transforming investing from human-augmented to AI-native. Discover why this shift is inevitable.

AI Investing Multi-Agent Systems

AI Memory Systems

June 11, 2025 • 12 min read

Sub-Quadratic Models: The Next Frontier in Financial AI Memory

Explore how sub-quadratic language models enable financial agents with persistent memory and million-token context windows. Learn how Switchfin's memory-first architecture is ready for this AI revolution.

AI Memory Long Context

Evolutionary Architecture

June 11, 2025 • 10 min read

Evolutionary Agents: The Future of Adaptive Trading Systems

Discover how evolutionary agents revolutionize algorithmic trading through self-improving strategies, safe mutation testing, and intelligent orchestration. Learn about Switchfin's 9-environment architecture for risk-free agent evolution.

Evolutionary Agents Algorithmic Trading