Your AI trading system, built around you

Find your edge. Build around it.

BrokerBridge connects your AI research, trading account, trade plans, and journal. Move from idea to complete plan faster, see which setups have produced your best results, and give your AI the context to become more useful to you over time.

Free during public beta. No credit card. No automatic paid conversion.

A 53-second look at the core BrokerBridge workflow. The recording uses an earlier beta interface, so some details may differ from the current build. Values shown are demonstration data; no performance result is implied.

Real workflow

Go from market idea to complete trade plan.

Talk through the opportunity, turn the research into a structured proposal, tailor it to your trading account, and keep the full result for review.

01Idea
02Proposal
03Checks
04Decision
05Broker
06Journal

Product screens contain demonstration data. Motion follows page scroll and becomes static when reduced motion is requested.

  1. 01 · Start with context

    Bring the idea into chat

    Discuss market context with the AI provider you selected. A conversation can inform a proposal, but it cannot authorize an order.

    BrokerBridge chat with recent proposals beside the conversation
  2. 02 · Make it reviewable

    Turn research into a structured proposal

    BrokerBridge separates the thesis, entry, stop, target, sizing, and model context so you can review the plan as a complete record.

    BrokerBridge proposal workspace showing structured trade information
  3. 03 · Apply your limits

    Evaluate eight configured risk checks

    Position size, loss at stop, required stop, risk/reward, open positions, daily loss, concentration, and portfolio exposure stay visible before approval.

    BrokerBridge dashboard with account context and proposal status
  4. 04 · Keep authority human

    Reject, change, or approve

    You decide what happens next. Adjust the proposal, reject it, or approve it only after reviewing the plan and every displayed check.

    BrokerBridge dashboard showing proposals, account context, costs, and performance panels
  5. 05 · Submit deliberately

    Send the approved bracket workflow

    For orders submitted through BrokerBridge, the desktop app sends the approved bracket workflow to IBKR and records broker state for reconciliation.

    BrokerBridge setup briefing for AI, broker verification, and guardrails
  6. 06 · Close the learning loop

    Review the decision, not only the result

    The journal reconnects the proposal, decision, execution state, debrief, trade ledger, and learning themes you explicitly approve.

    BrokerBridge journal with trade review, debrief, and learning themes

Know the full trade

See how every idea fits your trading account.

Every proposal shows the position size, planned loss, upside, downside, concentration, and total exposure before you make the decision. Eight configurable checks keep the complete picture visible.

01

Position size

Checks the proposed position against the limit you configured.

02

Maximum single-trade loss

Checks the proposed loss at the stop against your configured limit.

03

Required stop

Requires a defined stop before a proposal can clear this configured check.

04

Minimum risk/reward

Checks the proposal against the minimum risk/reward setting you chose.

05

Open positions

Checks the number of active positions against your limit.

06

Daily loss

Checks the proposal against your daily loss setting.

07

Concentration

Checks configured exposure limits before approval.

08

Portfolio exposure

Checks proposed portfolio heat against your selected cap.

Connection loss, broker-side rejection, order status changes, and activity entered directly in IBKR require reconciliation and may change the final state. Review the desktop audit trail and your IBKR account before acting.

Inside BrokerBridge

Your AI, trade plans, performance, and journal—connected.

Go beyond a generic AI chat. See your trading account, active proposals, AI costs, performance, journal, and trade history in one connected workspace.

Chat + Recent Proposals

Ask a question, then keep the resulting proposal in the same workspace. Reopen it, restage a smaller version, change it, reject it, or continue the conversation—without confusing research with approval.

Account and process view

See account context, positions, pending proposals, trading activity, and performance together. The dashboard separates plan status from broker and connection state.

Provider-cost visibility

Review recorded AI usage and estimated cost by provider and model. Keep the cost of your research process visible instead of treating it as an afterthought.

Evidence, not a black box

Record the setup, market context, decision, and outcome. Approved lessons can become review context; they never authorize a trade or promise a higher win rate.

BrokerBridge desktop setup briefing with AI provider, broker verification, and guardrail configuration
BrokerBridge product screen: guided setup for your AI provider, trading account connection, and configured checks.
BrokerBridge desktop dashboard showing account, proposal, API-cost, and performance panels
BrokerBridge product screen: account context, active proposals, recorded AI costs, and performance in one view. Demonstration data shown.

Your personal trading intelligence

Build an AI trading assistant around how you trade.

Connect the original plan, result, debrief, and lessons you approve so future reviews can reflect more of your actual trading history.

  1. 01

    Open the record

    Start from the original proposal, configured checks, and decision history.

  2. 02

    Complete the review

    Capture thesis, setup, catalyst, invalidation, entry and exit reasons, rule compliance, and the next-time rule.

  3. 03

    Read the debrief

    Generate or view a decision debrief, then keep only lessons you agree with.

  4. 04

    Approve or reject learning

    Reflection candidates stay separate until you approve or reject them.

  5. 05

    Use themes carefully

    Learning Themes aggregate approved lessons with sample-size and attribution context—not automatic predictions.

See journal capabilities
BrokerBridge journal with a trade record and decision review
BrokerBridge product screen: decision review, approved learning themes, and trade-ledger context. Demonstration data shown.

Access

Start with BrokerBridge. Add coaching if it fits.

Request standalone beta access with your email and a verified phone number. Young Money Investments remains an optional companion for coaching and daily prebuilt trade-plan inputs from proprietary models and machine-learning research. Planned public launch pricing is $149/month; beta enrollment does not start that subscription.

Get beta access
Support

Frequently Asked Questions

Interactive Brokers (IBKR) is fully supported today. Additional brokers are on the roadmap — stay tuned for updates.

Build a smarter trading system around you.

Bring your ideas, AI, trading account, and results into one place that becomes more useful with every review.

Get beta access