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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
- 01
Open the record
Start from the original proposal, configured checks, and decision history.
- 02
Complete the review
Capture thesis, setup, catalyst, invalidation, entry and exit reasons, rule compliance, and the next-time rule.
- 03
Read the debrief
Generate or view a decision debrief, then keep only lessons you agree with.
- 04
Approve or reject learning
Reflection candidates stay separate until you approve or reject them.
- 05
Use themes carefully
Learning Themes aggregate approved lessons with sample-size and attribution context—not automatic predictions.
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 accessSupport
Frequently Asked Questions
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