A control layer between an AI idea and a financial action.

Proposal-first workflows

Turn a thesis into a structured proposal with symbol, side, quantity, order type, reference price, expected exposure, and a clear explanation of the idea. The proposal is a review object—not an instruction that silently bypasses policy.

• Structured order intent
• Readable investment thesis
• Estimated notional exposure
• Pending, approved, rejected, and future execution states

Deterministic policy checks

Run order size, daily exposure, loss, position concentration, options access, trading-pause, and execution-mode checks in application code. These controls do not depend on an AI remembering a sentence in a prompt.

• Per-order notional ceiling
• Daily notional and loss budgets
• Position concentration limit
• Independent pause and live-mode controls

Human review when it matters

Keep a person in the approval path for sensitive actions. The interface makes the intended action, thesis, estimated exposure, and control results visible before a decision is recorded.

• Approve or reject explicitly
• Keep review timestamps and reviewer identity
• Separate approval from broker submission
• Preserve the complete decision trail

Operational visibility

Give operators a read-only view of users, broker connection state, proposals, risk policies, and audit events without exposing brokerage passwords, OAuth tokens, two-factor secrets, or recovery codes.

• Administrator-only operations panel
• Read-only trading records
• Searchable user and activity views
• Sensitive secrets excluded from administration