Discuss a strategy. Define its rules. Review before activation.
IDEA → RULES → REVIEW
Discuss an approach, refine the rules, then ask the AI to create a draft. A conversation never activates trading.
“Help me define a price-based entry with a fixed position size, stop and target.”
SIMULATED ACCOUNT
Available test cash · starts at $100,000
Stocks, ETFs, options, futures, crypto and event contracts. Broker availability is verified separately.
Derivative tests use price × quantity × multiplier. They do not model margin, assignment or settlement.
EXPLICIT RULES, ONE APPROVAL
This version simulates a single long entry followed by a stop or target exit. Changing a strategy creates a new draft.
Supply a test price to exercise approved rules. Inputs expire after 30 seconds. The engine checks them once per second while running.
AUDIT TRAIL
Drafts, approvals, pauses and simulated fills persist across server restarts.
PRIVATE SERVER CONFIGURATION
The server needs your OpenAI API key and a model supporting structured output. Credentials stay on the server.
Configure OPENAI_API_KEY and OPENAI_MODEL in the server environment.
Read your accounts through the official Webull SDK. This connection does not submit orders.
Configure WEBULL_APP_KEY, WEBULL_APP_SECRET and WEBULL_ENV on the server.
Account entitlements, live market data, order routing and broker fill reconciliation must be implemented and verified before live trading.
There is no live-trading switch in this build.