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Automated Trading

Hands-off execution for the symbols you choose — qualifying alerts place capped orders in your brokerage account with no approval step. Available through brokerages that allow automated orders only.

Automated Trading is Express Approval without the approval. Put a symbol in an Automated list and, when the alerting service fires a qualifying signal that the AI direction and confidence checks confirm, HeliusOne sizes the order to your per-trade cap and sends it to your brokerage account — no countdown, no tap. It runs only through brokerages that allow automated orders; with any other brokerage, hands-off execution and order placement through the MCP connector are not available. Every order is logged with the alert, the rationale and the fill.

Key Capabilities

What this feature does for you

Supported Brokerages Only

Hands-off execution runs only through brokerages that allow automated orders — live or paper — and the terminal marks which of yours qualify. Every other brokerage you link still gets positions, quotes and Express Approval.

Capped Per Trade

Every automated order is sized as floor(Max Trade $ ÷ price) and can never exceed the cap you set in Trading settings. Raise or lower it any time; the change applies to the next order.

The Same Guardrails as Express Approval

The AI direction must agree with the alert, its confidence must clear your threshold, sells respect the minimum holding period, and a sell never exceeds what you hold. A failed check blocks the order and logs why.

Explicit Consent, Off by Default

Automated mode is off until you turn it on in Settings → Trading and accept the automated-execution acknowledgment. Turning it off revokes the consent; re-enabling asks again.

Start on Paper

Where your brokerage offers a paper account, link it alongside your live one. Run Automated lists against paper first and switch to live in Settings when the results earn it.

Orders From Your AI Assistant

The MCP connector can place and cancel orders in a qualifying account too — a separate opt-in, the same per-trade cap, and only when you explicitly ask your assistant for that exact order.

Related Features

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