Price bands
Work an order between a best price and a floor, as one package or leg by leg.
Order management
Stage it, approve it, log it
Send a structure from the lab or the screener to the blotter, set the price band and stage it for approval. Nothing reaches your broker until you send it, and every step is recorded.
Approvals
Four-eyes approval on the Fund plan: one person stages, another approves.
Audit trail
Who staged, approved, changed and sent each order, and when, with exports for your administrator.
Checks before anything is sent
Pre-trade checks look at limits per account and firm-wide before an order can be staged.
Allocation across accounts
On Pro and Fund plans, one trade can be split across accounts by rules you set.
Live terminal screens; prices are for illustration.
Frequently asked questions
Which brokers does it send to?
Interactive Brokers and tastytrade accounts you connect. Your broker executes the order and holds your money and positions.
Can an order be sent by mistake?
Orders have to be staged and then sent. On the Fund plan they also need approval from a second person.
Can I export the audit trail?
Yes, on the Fund and Private plans, in formats your administrator can read.