From market scan to journal review.

From research to review

Trade plans

A trade plan is the core unit of the pipeline. It represents a candidate trade that has been identified and analyzed. A trade plan tied to a connected broker can go through the approval flow (Supervised), wait for a tap to confirm (I confirm from the alert), or run under a strategy set to I approve the strategy up front, as a scheduled trade plan that scans conditions and submits the order when they hit, without another manual click.

How you approve

How you approve is set separately from your choice of AI model, per strategy. Choose the level that fits the strategy and the broker connection; you can turn on multiple strategies at once, each with its own choice:

These are strategy approval modes. In Chat, an explicit request to buy, sell, or close now can also authorize action; another approval button may not appear. After a successful typed LIVE confirmation, later explicit trade-now requests in that chat for the same live destination may execute while that permission remains valid. Account, risk, and execution checks still apply. For learning, ask for an explanation or draft and say “Do not place, approve, or change any order.” Read the Chat and permissions lesson before making a trade request.

AI Arena publishes same-market results when a snapshot is published. Arena standings can be delayed or marked degraded. A reviewed Arena outcome can create a pending trade plan for the currently connected Local account, IBKR Paper, or IBKR Live account; existing risk, approval, execution-terms confirmation, halt, broker-mode, and protected broker gates remain required. Arena itself does not grant broker authority or place orders automatically. Turning on I approve the strategy up front for one strategy is not blanket permission for the account. Every trade that opens or adds to a position still passes your rules (position size, max loss, daily loss cap, sector concentration, portfolio exposure). One exception: a saved rebalancing strategy sets your position-size and total-exposure limits to 100% and skips the minimum reward-to-risk check. Max loss and the required stop still apply.

Bracket orders

An authorized trade can be submitted with a bracket order (one entry order with a stop and a target attached, so both exits are placed at the same time) when the selected execution plan supports that structure.

  Entry Order          Stop Loss           Take Profit
  ────────────        ────────────        ────────────
  BUY 50 AAPL         SELL 50 AAPL        SELL 50 AAPL
  @ $189.50           @ $185.00           @ $198.00
  (limit order)       (stop order)        (limit order)

  All three are submitted together.
  If entry fills, stop and target become active.
  If stop or target fills, the other is cancelled.

Post-entry management

After entry, the trade manager monitors the position and applies the management plan.

• •Fixed stops and targets. Default mode. Stop and target stay where they were set.
• •Trailing stops. Stop follows price by a configured offset as the trade moves in your favor.
• •Breakeven stops. Stop moves to entry price after reaching a configurable profit threshold.
• •Scale-out. Partial position exit at intermediate targets (configurable in management plan).

Your rules

Your rules check every trade plan before it reaches the broker. They keep applying to I confirm from the alert and I approve the strategy up front strategies; no approval choice skips them. The AI Arena competition keeps its own research accounting, recorded and published from day one, while a reviewed Arena outcome can create a pending trade plan for the currently connected Local account, IBKR Paper, or IBKR Live account. Existing risk, approval, execution-terms confirmation, halt, broker-mode, and protected broker gates remain required, and executed Arena trades are attributed to model performance. The controls below are common examples; they are not an exhaustive list of checks. Read any additional reason shown on your trade plan before proceeding.