Build an AutoPilot strategy

Set the rules the AI must follow. It will only ever act inside these limits — and it starts in a simulated paper account until you connect a broker and clear the go-live check.

1 STRATEGY BASICS

Name it and pick a starting template — you can fine-tune everything below.

Strategy name

2 WHAT IT CAN TRADE

Limit the AI to a universe you understand. Nothing outside this list is ever touched.

Asset class

Universe

Max symbols traded

Symbols15

3 ENTRY RULES

When is the AI allowed to open a trade? It must clear every rule you enable.

Signal source

Minimum AI confidence to enter70

Minimum reward-to-risk2.0 : 1

4 RISK & SIZING Enforced

Hard limits the AI can never exceed. This is your safety envelope.

Risk per trade1.5% of equity

Max open positions5

Daily loss cap$600

Max trades per day6

Always use a stop-lossEvery position gets a protective stop. Strongly recommended.

5 SCHEDULE

When AutoPilot is awake. Outside these windows it does nothing.

Trading hours

Pause around high-impact newsStops entering just before major economic releases & earnings.

Flatten before the closeCloses day-trade positions before market close (no overnight risk).

6 MODE & SAFETY

Start in paper. Going live needs a connected broker and clears a compliance check first.

Notify me on every tradePush + email each time AutoPilot opens or closes a position.

🤖 In plain English

Rule recap

Strategy—

Universe—

Min confidence—

Reward : risk—

Risk / trade—

Daily loss cap—

Max positions—

ModePaper

✓ AutoPilot is running in paper mode. Open the live monitor → — pause anytime from the kill switch.

AutoPilot only acts within the rules above. It never withdraws funds, and live trading stays locked until a connected broker and compliance review are complete. Simulated demo — not investment advice.