Is Surmount safe to connect to an AI agent?
Can trade unattended. Safety 50%
What an AI agent can do
- Live vs paper: paper trading on Core; live via connected brokers or Quantbase account source
- Order approval: automated strategy marketplace and builder; Surmount AI Inc. is not a registered adviser; advisory accounts run by Quantbase LLC (SEC-registered adviser) with custody at Alpaca Securities source
- Markets: US stocks, ETFs, crypto
- Pricing: Free account; Core $5/mo
Safeguards that exist
- Paper, demo or testnet mode: Paper, demo or testnet mode available source
- Withdrawal permission needed or allowed: Surmount connects with read and trade permissions only and cannot withdraw or transfer money out article) (official docs) source
- Scoped keys, permission scopes or IP whitelisting: The broker connection is a token limited to the read and trade permissions you grant, revocable at the broker (official docs) source
Safeguards that are missing
Safety score
| Input | From our listing | Points |
|---|---|---|
| Can it place live orders unattended? | Can place live orders with no documented approval step | 0 / 25 |
| Order approval or confirmation options | No approval or limit option in our listing | 0 / 15 |
| Paper, demo or testnet mode | Paper, demo or testnet mode available | 15 / 15 |
| Withdrawal permission needed or allowed | Surmount connects with read and trade permissions only and cannot withdraw or transfer money out article) (official docs) source | 15 / 15 |
| Scoped keys, permission scopes or IP whitelisting | The broker connection is a token limited to the read and trade permissions you grant, revocable at the broker (official docs) source | 10 / 10 |
| Open source or audited | No public source code in our listing | 0 / 10 |
| Sourced and verified facts | Facts from the vendor's official docs | 10 / 10 |
| Total | 50% of the points we could check | 50 / 100 |
Sources
Full listing: Surmount ยท How the score works: Safety score method