Quickstart (with pictures)
This is the exact path for most beta users on macOS. Follow it in order and you can be live in about 10-15 minutes.
You need: an active YMI Pro account, a one-time desktop activation grant from your signed-in dashboard, your IBKR + AI provider credentials, and macOS.
Join YMI Pro
BrokerBridge beta access is included with YMI Pro while the product is in beta. Join YMI Pro first, then create a one-time desktop activation grant from your signed-in dashboard.
Get the installer
The BrokerBridge installer is available to YMI Pro members. Download it, then create a fresh activation grant from your dashboard when the app asks for one.
Install and open BrokerBridge Installer
Drag BrokerBridge Installer.app to Applications, open it, and click Save Setup.
Configure credentials
Set up your environment: enter your AI provider key and IBKR connection details so BrokerBridge can reach your broker and model provider. These are stored locally and encrypted on your machine.
Launch BrokerBridge
Click Launch BrokerBridge in the installer. It starts BrokerBridge and opens the local app at http://localhost:8400.
Uninstall (remove everything)
Open BrokerBridge Installer and click Uninstall Everything. This removes the app and local BrokerBridge user data.
rm -rf ~/.brokerbridge rm -rf ~/Library/Application\ Support/BrokerBridge rm -rf ~/Library/Caches/BrokerBridge rm -rf ~/Library/Logs/BrokerBridge