Concierge setup flow

Install BrokerBridge

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

Download BrokerBridge

macOS

.dmg installer

Requires macOS 12+ and Python 3.11+. The installer walks you through setup automatically.

Download for macOS

Windows

.exe installer

Requires Windows 10+ and Python 3.11+. Run the installer, then launch BrokerBridge from your desktop or Start Menu to install dependencies and open the setup wizard.

Download for Windows

Concierge setup flow

1

Open concierge setup

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

2

Activate your license

Purchased via checkout? Your license activates automatically. Open the app and enter the email you used at checkout. Have an invite code? Enter it in the app's activation screen instead.

3

Launch the paper desk

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

System Requirements

OS
Windows 10+, macOS 12+, Linux
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

Need help?

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Documentation

Full reference guides, API docs, and tutorials.

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Community

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Activate your beta access

Have an invite code? Enter it below to activate instantly. No credit card required.

Beta Invite Code

Free during beta

No credit card required. Access is free during the beta period.

No invite code yet? Contact support or purchase full access.