Concierge setup flow

Install BrokerBridge

Download the desktop app for your platform. The concierge setup flow keeps you on track from beta activation to launch.

Apple Silicon · M1/M2/M3

Requires macOS 12+ and Python 3.11+. Built natively for Apple Silicon — M1, M2, and M3 chips.

Windows 10/11

Requires Windows 10 or 11. Packaged from the current BrokerBridge source tree for the Windows beta.

Concierge setup flow

Open http://localhost:8400 after you download the app. The setup wizard starts automatically on first run.

BrokerBridge beta access is included with YMI Pro. Open the app and enter your private invite code on the activation screen.

Connect your AI provider API key (Claude recommended) and your Interactive Brokers connection details, then launch the paper desk.

Windows 10+, macOS 12+

Processor

2+ GHz dual-core

Storage

500 MB free space

Network

Stable internet connection

Broker

IBKR account with API enabled

AI Provider

Claude, GPT-5.4, or compatible

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