AI settings
Which Claude model runs your analysis and news reports — pick a cheaper one to control cost, or a more capable one for deeper analysis. Current spend is on the Portfolio page.
AI instructions
This drives what the AI looks for and, in turn, what gets proposed below.
No active instruction — analysis won't run until one is activated.
Trade proposals
Nothing here ever reaches IBKR automatically. Accepting a proposal only makes it visible to your local bridge agent (running next to TWS on your workstation), which is the only thing that actually submits orders — and only for proposals you've explicitly accepted.
Awaiting your decision
Nothing awaiting review.
Accepted — waiting for your bridge agent
None pending pickup.
History
| Symbol | Side | Qty | Status | Detail |
|---|---|---|---|---|
| AAPL | BUY | 5 | discarded |