## Epic > As an investor, I can type a plain-English market thesis and Tickoni turns it into a concrete basket, checks whether I can afford it, and lets me place or save a paper trade inside hard limits. **Example:** ``` I want to invest USD 2,000 in AI infrastructure, but avoid single-name concentration and keep it to US-listed ETFs or large-cap equities. ``` ## What the user can do - Enter an investment thesis in natural language - Choose an account or demo portfolio - Receive a basket of candidate instruments - See why each instrument belongs in the thesis - See a proposed allocation by dollars and percentages - See which instruments were rejected because they are outside scope - Preview a trade ticket from the basket - See estimated cost, cash available, buying power, remaining cash, and max affordable amount - Place the trade in paper mode or save it as a proposal ## Success demo An exec types one investment thesis and gets a polished basket, a ticket, an affordability check, a USD 2,000 paper trade, and a blocked USD 25,000 variant with max affordable amount and exact reasons. ## Capability depth ``` trading_portfolio.read market_event.read trading_order.recommend trading_order.propose trading_order.place paper-only ``` Scope: US equities and ETFs, NYSE/NASDAQ, no options/futures/leveraged ETFs/inverse ETFs/crypto. ## Non-goals - No live order placement - No margin trading - No options, futures, leveraged ETFs, inverse ETFs, or crypto - No autonomous rebalancing ## Evidence gate V1.1 closes when thesis-to-paper-trade output is reproducible from fixtures, rejected instruments explain their scope failure, and oversized orders produce durable trade-ticket evidence.