EPIC Agentic Ai White Paper

Agentic AI Machine Learning Trade – White Paper

Project History & Objective

Nine years ago, the EPIC software development team embarked on a mission to create a sophisticated trading architecture powered by Agentic AI, initially focused on crude oil futures. Over time, the system expanded to include a broader range of market instruments, such as Equity Market Indices, Stocks, Commodities, and Cryptocurrencies.

The objective was clear: to develop a stable, high-performance automated trading system driven by Agentic AI, capable of delivering a continuously increasing return on investment (ROI) as it processes market data, trade action structures, and order flow dynamics. Unlike traditional algorithms, Agentic AI brings autonomous decision-making capabilities, allowing the system to adapt and refine itself in real time.

Through multiple updates, EPIC has evolved into a robust trading entity, excelling in ROI and demonstrating the power of Agentic AI to transform financial markets.

Current Deployment and Use

EPIC is now deployed across a diverse ecosystem of trading entities. These include the trading team at Compound Trading Group and its associated platforms (for live trading alerts), auto-trader systems, automatic copy trading services, private accredited investor accounts, and five tokenized crypto projects.

By late 2024, the Agentic AI-driven EPIC system reached a “core” architectural milestone, requiring only minor maintenance and incremental enhancements moving forward. Its stability and performance have made it a cornerstone of modern trading operations.

Near-Term Plans

The EPIC Development Team is currently deploying the Agentic AI-powered EPIC system to a Private Equity Platform to gather a quantifiable dataset in early 2025. This data will serve as official evidence for expanding EPIC’s reach into additional Private Equity Market Organizations, Funds, and Professional Trading Groups. Looking ahead, we aim to enter publicly traded markets by late 2025 or early 2026, contingent on successful private equity deployment.

In 2025, EPIC’s Agentic AI will penetrate global markets through Private Equity Funds and Professional Trading Groups, marking a significant step in its evolution.

Performance (ROI) and Stability

EPIC operates across 27 different trading instruments on various platforms and exchanges, accommodating a wide range of account sizes. A team of five computer scientists oversees the operation from a secure facility equipped with 27 dedicated servers—one for each instrument—alongside extensive network infrastructure. Total development costs reached $9 million USD by late 2024 and the EPIC development team is currently raising 30M for further expansion in to Agentic Ai (primarily server related costs and staffing).

Annual ROI ranges from 30% to 300%, averaging just over 80% per annum. Returns rarely dip below 30% or exceed 300%, with most new accounts achieving a baseline of 70-90% ROI annually under typical market conditions. Over time, refinements driven by Agentic AI are expected to boost returns by 10-30% annually. Factors such as the specific instrument, account size, and onboarding timing within a trade cycle can influence ROI. For instance, mid-cycle onboarding may yield variable results until a full trade sequence completes, which could span months depending on market conditions.

Two key innovations set EPIC apart: the EPIC IDENT™ Order Flow code, which leverages Agentic AI to track and position alongside major market players, and the Intra-Day High Frequency code, which relies on IDENT™ for rapid execution. The system operates on three core protocols:

  1. Swing Trading: Average sequence duration of 11 weeks (ranging from 1 to 16 weeks).

  2. Intra-Day High Frequency: Typically under 24 hours, occasionally extending to 3-4 days (intra-week).

  3. EPIC IDENT™ Order Flow: Ultra-high-frequency positioning with major machine entities in real-time order flow.

EPIC’s stability and consistent high returns position it as a leader in Agentic AI-driven trading, unmatched by publicly known competitors.

What Do Best-in-Class Returns Look Like?

Jim Simons, founder of the Medallion Fund, achieved an average annual return of 66% from 1988 to 2018 before fees—an unparalleled benchmark. Compare this to Peter Lynch (29%), Warren Buffett (21%), George Soros (20%), Charlie Munger (20%), and the S&P 500 (10%). Simons’ net return after fees averaged 39.2%, with standout years like 2008, where Medallion gained 82% net while the S&P 500 lost 37%. Known as the “quant king,” Simons pioneered quantitative analysis, a foundation EPIC builds upon with Agentic AI.

EPIC surpasses even these legends, delivering superior ROI and stability (measured by drawdown relative to return), making it a best-in-class solution globally.

EPIC Software Highlights

  • Lightning-Fast Decisions: EPIC’s Agentic AI processes over 9,300 weighted decisions instantly, a capacity that continues to expand, far exceeding human capabilities.

  • Algorithmic Chart Models: Over 300 proprietary models, refined over nine years by expert day traders, cover timeframes from 15 seconds to monthly, back-tested across 60 months.

  • Conventional Charting: Includes standard charting across all timeframes, also back-tested for 60 months.

  • Common Trade Set-Ups: Incorporates routine trader strategies for broader applicability.

  • Order Flow (EPIC IDENT™): A data-driven system tracking large machine entities’ behavior, enhancing decisions with real-time liquidity, historical patterns, and volatility data—akin to real-time back-testing of market “fingerprints.”

  • Time Cycles: Embedded in all models, including weekly oil reports (API, EIA, rig counts) and global time-of-day cycles.

  • Hard-Pivot Architecture: A risk management system that virtually eliminates significant account losses through strict thresholds.

These features enable EPIC to consistently outperform traditional trading methods.

Advancements in Agentic AI and Future Outlook

Recent advancements in Agentic AI—systems capable of autonomous decision-making and self-improvement—have elevated EPIC’s competitiveness. Unlike traditional algorithms, Agentic AI learns from each trade sequence, adapting to market shifts without human intervention. This autonomy allows EPIC to refine its strategies faster than competitors, enhancing ROI and stability.

In markets dominated by machine trading (over 80% of futures volume), Agentic AI gives EPIC an edge over simpler bots and high-frequency systems. Its ability to anticipate and align with major players via EPIC IDENT™ ensures it captures a larger share of profits. As competition intensifies, this adaptability positions EPIC to outpace rivals, securing a foothold in private equity and public markets.

Looking ahead, Agentic AI’s future in trading is transformative. Integration with real-time global data feeds, natural language processing (for news sentiment), and multi-agent collaboration could push ROI beyond current ceilings. By 2030, we envision EPIC evolving into a fully decentralized trading ecosystem, managing portfolios across asset classes with unparalleled precision. This trajectory promises not just market dominance but a redefinition of trading itself.

About Public Market Agentic AI Trade

Public markets are shifting rapidly, with machines now executing over 80% of futures trades. These range from basic bots to advanced systems like EPIC. Nine years ago, we began with algorithmic chart modeling, collaborating daily with computer scientists to replicate our trading expertise. Over time, EPIC’s Agentic AI surpassed human traders, and today, we rely on it almost exclusively, fine-tuning it per sequence to optimize performance.

Account Size: ROI and Draw-Down Volatility

Larger accounts benefit most from EPIC’s Agentic AI, as increased capital reduces ROI volatility and downside risk. For crude oil futures, a $600k account achieves stability, rarely deviating from expected returns, while a $900k+ account eliminates significant volatility entirely. The hard-pivot risk system ensures minimal drawdowns for sizable accounts. Smaller accounts, however, face greater instability.

EPIC trades sequences as a dynamic “dot plot,” akin to the game “Go.” Price movements allow it to map positions, with larger accounts enabling more precise plotting. Swing trading builds positions against trends (e.g., shorting rallies), offset by high-frequency gains via EPIC IDENT™, yielding substantial returns when trends reverse. A detailed discussion with our team can clarify this methodology further.

API / Deployment Architecture

EPIC’s remote deployment allows it to access and trade accounts securely, giving holders full control. This decentralized design supports integration with various platforms, enhancing accessibility.

Conclusion

This white paper highlights the opportunities Agentic AI offers in the growing machine trading landscape. As competitors refine their systems, the best-in-class—like EPIC—are poised to claim an outsized share of market earnings. The immediate challenge is building stable, high-performing solutions; the long-term battle is outpacing peers in ROI.

EPIC’s Agentic AI delivers consistent, adaptable, and best-in-class returns, meeting both challenges head-on. As machine trading accelerates, urgency in development and deployment is critical—EPIC is ready to lead the charge.