Automation
Connect brokers. Sync accounts. Automate.
Link supported brokers and keep live operations wired into research and automation.
When validation clears, connect brokerages, sync fills, and keep journaling next to the same strategies you tested — not in a separate spreadsheet world.
- Brokerage connections workspace
- Multi-account trade sync
- Active process monitoring
Pro & Institution: brokerage · sync · journaling · automation
NinjaTrader
3 accounts
Tradovate
2 accounts
Interactive Brokers
1 account
Live desk · same $ P&L language as Results
Chart preview
Live sync that still looks like research
Connected accounts feed fills and equity into the same desk language you used while validating.
Accumulated P&L ($) · zero baseline
Gray = permutations · purple = baseline
Connections workspace
Link supported brokers from a dedicated Brokerage Connections area, monitor connection state, and keep live ops wired into the same workspace as research.
Trade syncing
Sync multiple accounts per brokerage connection into one place so P&L and fills are not scattered across portals.
Automation & review
Institutional-level strategy automation builds on connections. Journaling and replay sit beside funded workflows so process mistakes don’t hide inside P&L.
Plan access
Brokerage connections, trade syncing, journaling, and automation are Pro and Institution capabilities — Basic focuses on research validation first.
Workflow
How Brokerage connection fits the loop
- 01
Validate first
Use Gauntlet and walk-forward so you are not automating an untested curve.
- 02
Connect brokers
Open Brokerage Connections, link supported venues, and confirm account sync status.
- 03
Monitor & journal
Watch active processes, sync fills, and replay sessions from the same Engine workspace.
What you walk away with
- Connected brokers with clear status chips
- Multi-account sync into one research desk
- Active process monitoring for automation runs