Broker Automation10-09-2026
Advisory, Manual, Approve-First or Fully Automated: Choosing an Execution Mode
Execution mode is set per strategy, not account-wide, so you can run a well-tested strategy fully automated while keeping a newer one on a tighter leash.
The four modes
- Advisory — signals are generated and AI-reviewed, but no order is placed. Useful for evaluating a strategy's signal quality with zero execution risk.
- Manual — a passing signal waits on your orders screen until you place it yourself.
- Approve-first — the platform prepares the order and waits for your one-tap confirmation before sending it.
- Fully automated — orders that clear the AI verdict threshold (if configured) and every risk gate are sent without manual intervention.
A typical progression
Most strategies move advisory → manual → approve-first → fully automated as confidence builds — through paper mode first, then live with small size. There's no requirement to reach fully automated; plenty of users run indefinitely on approve-first because they want a human in the loop on every order.