EPIC Trading Software – White Paper

EPIC Agentic AI Trading Software

White Paper: Pioneering the Future of Trading with Autonomous Intelligence

Executive Summary: Redefining Trading Excellence

Since its inception in 2016, EPIC AI has emerged as a transformative force in financial markets, leveraging advanced machine learning and, more recently, Agentic AI to deliver unparalleled returns and stability. Initially developed to master the volatile crude oil futures market, EPIC AI has evolved into a versatile platform, adept across equity indices, stocks, commodities, futures, and cryptocurrencies.

The integration of Agentic AI—a self-optimizing, autonomous decision-making framework—marks a quantum leap, enabling EPIC to dynamically adapt to market conditions, eliminate human oversight in optimization, and achieve exceptional performance metrics. With annualized returns ranging from 80% to over 300% and a robust risk-adjusted profile, EPIC AI stands poised to redefine trading for private equity firms, professional trading groups, and accredited investors.

This white paper outlines EPIC’s capabilities, strategic roadmap, and its potential to lead the next era of quantitative investing.

Evolution of EPIC AI: From Vision to Vanguard

EPIC AI was born from a bold ambition: to harness machine learning to conquer one of the most demanding trading arenas—crude oil futures. Launched in 2016 by a team of innovative developers, the project sought not only to maximize return on investment (ROI) but to achieve stability in a domain notorious for its unpredictability. Success in this crucible validated EPIC’s scalability, paving the way for its expansion across a broad spectrum of financial instruments. By 2024, after years of refinement and a $9 million investment, EPIC AI had established a formidable track record.

The pivotal advancement came with the adoption of Agentic AI, a paradigm shift that transcends traditional algorithmic trading. Unlike static systems bound by pre-programmed logic, Agentic AI empowers EPIC to autonomously evolve, optimizing strategies in real time without human intervention. This breakthrough has unlocked unprecedented levels of precision, efficiency, and profitability, positioning EPIC AI as a leader in the convergence of artificial intelligence and financial markets.

Strategic Roadmap: Scaling Excellence

EPIC AI is entering a critical phase of deployment and growth. In early 2025, the system will be implemented within a private equity platform to generate rigorous, quantifiable performance data. This initiative will serve as a cornerstone for broader adoption by private equity funds, market organizations, and professional trading entities.

Following successful validation, EPIC aims to penetrate publicly traded markets by late 2025 or early 2026. Throughout 2025, global expansion via private equity and trading groups will solidify EPIC’s presence, with a $30 million capital raise targeted to enhance server infrastructure and team capacity. This roadmap underscores EPIC’s commitment to delivering measurable value and scaling its transformative potential.

Performance Metrics: Stability Meets Superior Returns

EPIC AI operates across 27 financial instruments on multiple exchanges, accommodating accounts of varying scale. Supported by a team of computer scientists and 27 dedicated servers, the system has demonstrated remarkable ROI: the Balanced Protocol, focused on position trading, yields an average of 80% annually, while the Velocity Protocol, a high-octane pivot trading strategy, exceeds 300%. These results are underpinned by a drawdown-to-return ratio that outperforms industry benchmarks, ensuring stability alongside outsized gains.

Agentic AI enhancements are projected to boost returns by an additional 10-30% annually, with performance varying by instrument, account size, and market cycle timing. EPIC’s proprietary technologies—EPIC IDENT™ Order Flow and Intra-Day High Frequency execution—provide a competitive edge, aligning trades with major market participants and capitalizing on fleeting opportunities with precision.

Trading Strategies: Precision and Power

EPIC AI employs two distinct yet complementary strategies, each tailored to optimize risk and reward:

  • Balanced Protocol

    • Objective: Deliver consistent, long-term growth with minimized risk.

    • Methodology: Executes position trades by incrementally adjusting positions in response to market movements, optimizing entry prices and reducing exposure during favorable shifts.

    • Performance: Achieves 80-120% annualized returns with low volatility and modest drawdowns.

    • Frequency: Active most trading days, ensuring steady capital appreciation.

  • Velocity Protocol

    • Objective: Maximize returns through high-probability, high-impact trades.

    • Methodology: Targets pivotal price levels and order flow conditions, deploying larger positions with sophisticated risk controls to manage volatility.

    • Performance: Generates approximately 300% annualized returns, accepting higher drawdowns for exceptional upside.

    • Frequency: Executes selectively, with trades spaced by days, depending on market dynamics.

These strategies, enhanced by Agentic AI, position EPIC to outperform traditional and quantitative trading approaches alike.

Benchmarking Excellence: Beyond the Legends

EPIC AI’s performance eclipses even the most celebrated names in investing. Jim Simons’ Medallion Fund, the gold standard in quantitative trading, averaged 66% annual returns (39.2% net) over three decades. EPIC’s Balanced Protocol surpasses this net figure, while its Velocity Protocol quadruples it, all while maintaining a superior risk profile. Compared to icons like Peter Lynch (29%), Warren Buffett (21%), and the S&P 500 (10%), EPIC redefines top-tier returns, establishing itself as a global pacesetter in the AI-driven trading landscape.

Core Features: The Engine of Success

EPIC AI’s capabilities are powered by a suite of advanced features:

  • Autonomous Decision-Making: Agentic AI processes over 9,300 weighted decisions instantaneously, with capacity expanding beyond human cognition.

  • Proprietary Charting: Over 300 custom models, refined over nine years and validated through 60 months of back-testing, span micro to macro timeframes.

  • EPIC IDENT™ Order Flow: Tracks and aligns with institutional players using real-time liquidity and volatility analysis.

  • Risk Management: The Hard-Pivot Framework imposes strict limits to mitigate significant losses.

  • Global Integration: Incorporates time cycles, including weekly oil reports and daily market rhythms, for comprehensive market awareness.

These elements coalesce to deliver a system that consistently outstrips conventional trading methodologies.

The Agentic AI Advantage: A Vision for the Future

Agentic AI represents the cutting edge of trading technology—self-learning, adaptive, and autonomous. By analyzing each trade cycle, EPIC refines its strategies independently, outpacing static algorithms and high-frequency competitors. In a market where machines drive over 80% of futures volume, EPIC’s ability to anticipate and mirror major players via EPIC IDENT™ secures a disproportionate share of profits. Looking ahead, integrating real-time global data, natural language processing, and multi-agent systems could further elevate performance.

EPIC envisions a decentralized trading ecosystem, managing diverse portfolios with unmatched precision and reshaping the financial landscape.

Capital Efficiency: Optimizing Account Size (Crude Oil Example)

EPIC AI’s performance scales with account size, with larger capital bases reducing volatility and enhancing risk-adjusted returns. For crude oil futures, practical minimums (factoring 2x initial margin for safety) include:

  • Balanced Protocol (320 Contracts): $6.4M (CL) / $640K (MCL)

  • Velocity Protocol (100 Contracts): $2M (CL) / $200K (MCL)

These thresholds ensure resilience against price swings, with larger accounts benefiting from finer execution and lower relative drawdowns.

Minimum Account Size Estimates for Crude Oil Futures as Example:

For 320 Contracts (Balanced Protocol – Position Trading)

  • CL (Crude Oil Futures):
    • Initial margin per contract: $10,000
    • Total margin for 320 contracts: 320 × $10,000 = $3,200,000
    • Minimum account size: $3,200,000
  • MCL (Micro Crude Oil Futures):
    • Initial margin per contract: $1,000
    • Total margin for 320 contracts: 320 × $1,000 = $320,000
    • Minimum account size: $320,000

For 100 Contracts (Velocity Protocol – Pivot Trading)

  • CL (Crude Oil Futures):
    • Initial margin per contract: $10,000
    • Total margin for 100 contracts: 100 × $10,000 = $1,000,000
    • Minimum account size: $1,000,000
  • MCL (Micro Crude Oil Futures):
    • Initial margin per contract: $1,000
    • Total margin for 100 contracts: 100 × $1,000 = $100,000
    • Minimum account size: $100,000

Practical Notes

These are baseline figures for opening positions, but trading futures with just the initial margin is highly risky. Key considerations include:

  • Maintenance Margin and Volatility: Accounts must exceed maintenance margins (e.g., $9,000 for CL, $900 for MCL per contract) during adverse moves. A $1 per barrel shift (100 ticks) swings $320,000 for 320 CL contracts or $32,000 for MCL, requiring a buffer.
  • Risk Management: Large positions need 2-3 times the initial margin to withstand price swings.
  • Broker Day Trading Margins: Intraday trades may use lower margins (e.g., $500–$1,000 for CL, $50–$100 for MCL), but full margins apply overnight.

Crypto-Traders Exploring Oil Markets

For crypto traders considering an expansion into oil markets, there is an exceptional opportunity through SimpleFX, a cryptocurrency-based exchange that offers significant advantages for implementing EPIC’s Velocity Oil Protocol.

SimpleFX provides an API that enables full automation of the Velocity Oil Protocol on your accounts, offering several key benefits for retail traders:

  1. Accessibility: Unlike traditional futures brokers such as Interactive Brokers (IBKR), which require substantial capital to trade futures contracts, SimpleFX allows you to begin trading with a minimum account balance of $10,000, significantly lowering the barrier to entry.

  2. Cryptocurrency Integration: SimpleFX accommodates your preference for maintaining funds in cryptocurrency, providing added convenience and flexibility.

  3. Enhanced Returns: Perhaps the most compelling advantage is the potential to significantly amplify your returns. Traditional futures exchanges mandate strict margin requirements to avoid liquidation, often requiring a substantial portion of your capital to serve as a buffer. In contrast, SimpleFX eliminates margin call concerns, allowing full utilization of your capital. This optimization could potentially increase returns by two to three times compared to our current live dashboard performance. For example, the 300% returns currently displayed may translate to 600-900% on SimpleFX as of today. Looking ahead, if we achieve up to 900% returns in the coming weeks, SimpleFX could potentially deliver returns ranging from 1800-2700%.

While SimpleFX offers remarkable benefits, it is important to consider the following drawbacks:

  1. Fees and Spreads: Transaction fees and spreads on SimpleFX are slightly higher than some alternatives. However, these costs are substantially outweighed by the significant gains and short holding periods characteristic of the Velocity Protocol.

  2. KYC Requirements: SimpleFX requires Know Your Customer (KYC) verification.

  3. Account Size Limitations: Should your account experience extraordinary growth—such as a 28x increase within a year—scaling may become a consideration. At that point, transitioning your amplified capital to a platform like IBKR or Tradovate could enable continued wealth compounding.

Deployment and Security: Seamless Integration

EPIC AI’s remote deployment model ensures secure, controlled access for account holders, integrating effortlessly with diverse platforms. Its decentralized architecture enhances scalability, making it an ideal solution for institutional and accredited investors seeking robust, adaptable trading technology.

Conclusion: Leading the Charge in Machine-Driven Markets

As machine trading accelerates, EPIC AI stands at the forefront, blending stability, adaptability, and extraordinary returns. With competitors vying for market share, EPIC’s Agentic AI delivers a decisive edge, capturing outsized profits in an increasingly automated landscape. The immediate priority is deploying this proven solution to private equity and trading groups; the long-term vision is to dominate public markets and beyond. For Wall Street firms, trading groups, and accredited investors, EPIC AI offers a rare opportunity to invest in the future of finance—today.