Auto stock trader
Phase 4 · trade lifecycle, trading disabled
Snapshot
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Refresh from broker
Connect Schwab
Trading
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Refresh token expires in
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Reconcile
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Open alerts
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Alert
Open positions
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Working orders
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Symbol
Type
Qty
Price
Submitted
No working orders.
Risk budget
Open notional
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Concurrent trades
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Orders today
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Account equity
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Cash available
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Recent activity
New trade plan
Symbol
Thesis
Maximum dollar loss if stopped out
How much you're willing to lose, not how much you're placing on the trade. Sizes to roughly quantity × (entry − stop) — the total position size (notional) will be larger.
Stop management
Static (default) — stop never moves once set
Tier 1 — broker-native trailing stop
Tier 2 — this system actively tightens the stop
Whether this position gets actively managed is your call, not the model's — it still proposes the actual stop price within whichever style you pick here.
Draft plan
Plan detail
This holds through earnings — I acknowledge the risk and want to override
Approve
Submit (logs payload only — trading disabled)
Plan history
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Symbol
Status
Created
No plans yet.
Trade history
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Symbol
State
Qty
Entry
Exit
Reason
No trades yet.
Audit log
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No audit entries yet.