User guidance
Broker Safety Flow
Use Schwab authorization for data, but keep live execution disabled until every readiness check passes.
Tokens are current, paper trading has a burn-in history, audit logs exist, and hard risk limits cannot be bypassed.
Any checklist item is blocked, token refresh is unhealthy, or max-loss/order-review controls are missing.
Market data OAuth
Schwab Data Authorization
Schwab is used for live quotes and options once OAuth is authorized. This does not enable live order placement.
Credentials
Configured
Access Token
Not available
Refresh Token
Not available
Locked safety gate
Live Trading Status
Live broker execution is not active. This page is the future control surface for activation, but V1 can only prepare reviewable order intents and paper trades.
Alpaca
Paper: ready
Live: locked
Interactive Brokers
Paper: ready
Live: locked
Tradier
Paper: ready
Live: locked
Schwab
Paper: ready
Live: locked
4/8 passed
Readiness Checklist
Paper trading burn-in
Status: BlockedRequires forward-tested paper results and AI recommendation tracking.
Broker sandbox certification
Status: BlockedRequires broker sandbox order lifecycle tests before live credentials are accepted.
Immutable audit logging
Status: BlockedRequires every recommendation, user approval, risk check, and broker response to be logged.
Max loss enforcement
Status: PassedTrade ideas already carry max loss and risk score fields.
Liquidity gate
Status: PassedOptions recommendations include bid/ask, open interest, volume, and liquidity scoring.
User approval gate
Status: PassedV1 only prepares orders and requires review.
Unlimited-risk block
Status: PassedNaked options and unlimited-risk strategies remain disabled.
Compliance disclosure acceptance
Status: BlockedRequires explicit user acknowledgements and jurisdiction-specific policy review.