No. The current product is an authenticated paper environment using illustrative prices and account balances. No live brokerage or custody transaction is routed from this experience.
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The public homepage can be explored without entering the portfolio. Account-owned paper balances, orders, copy relationships, and Smart Portfolio positions require authenticated access.
The data model is designed for global equities, ETFs, cryptocurrencies, forex, and commodities. The current interactive execution flow demonstrates NVIDIA paper trading while the market discovery page previews the broader multi-asset universe.
Yes. The homepage, onboarding, dashboard, markets, CopyTrader, Smart Portfolios, activity center, Security Center, and Help Center all include phone and tablet layouts.
A validated market order is filled immediately at the current illustrative execution price. The system records an order, an execution, a position update, balanced ledger postings, and an audit event.
They are recorded as pending orders with the selected trigger price. Pending orders appear in account activity and can be cancelled. Automatic market-trigger processing is not yet enabled.
Every submission includes a client order identifier. If the same account retries that identifier, the API returns the existing order rather than creating a second one.
No. The server checks the account’s current position before accepting a sell. A sell larger than the available quantity is rejected.
The current paper executions display a zero execution fee. Real spreads, commissions, financing, taxes, and provider costs would need to be disclosed before live trading is enabled.
It creates an account-owned paper relationship with a defined allocation. The preview shows how the lead strategy’s weights would translate proportionally into your allocation.
It means the paper relationship begins with proportional exposure to the investor’s current model portfolio. If disabled, the relationship is configured for future position changes only.
The selected threshold applies to the total copy relationship rather than each underlying holding. It is stored as a relationship guardrail; automated price-trigger execution remains illustrative in the present environment.
Yes. Active relationships can be paused, resumed, or stopped. Paused allocations remain reserved; stopping releases the paper allocation back to the account’s available capital.
No. Returns, drawdowns, risk scores, and allocation data are illustrative. Past performance cannot predict or guarantee future results.
A Smart Portfolio is a model basket organized around a thesis and methodology. It contains transparent target weights, a risk score, minimum paper investment, and a rebalance schedule.
It records your mandate to restore model target weights on the portfolio’s schedule. You can enable or disable that mandate from My Smart Portfolios.
Yes. Exiting changes the paper position to an exited state and releases its current paper value back into the capital available for other allocations.
Yes. The server subtracts active and paused CopyTrader allocations plus active Smart Portfolio values from the account’s paper cash before approving another allocation.
Protected routes resolve the authenticated platform identity server-side. If identity is missing, the request receives an explicit authentication error before account data is read.
Transactional records are queried and changed through an account ID derived from the signed-in identity. Order and relationship identifiers alone are not sufficient to access another account.
No. Never share a seed phrase, private key, password, recovery code, or one-time verification code. The present paper environment does not request wallet secrets.
No. The Security Center describes implemented application controls without claiming regulatory approval, custody coverage, penetration-test results, or third-party certification.
Material paper actions create audit events containing the actor, entity, event type, timestamp, and relevant non-secret context for operational review.
The ledger calculates cash from debit and credit postings. CopyTrader and Smart Portfolio reservations are then subtracted when determining capital available for another allocation.
Each financial journal is expected to contain equal debit and credit totals. The Activity Center surfaces whether all recorded journals reconcile.
Yes. Orders, executions, positions, copy relationships, Smart Portfolio positions, ledger entries, and audit events are stored in the hosted account database rather than browser-only memory.
Clients can select USD, EUR, GBP, NGN, CAD, AUD, ZAR, GHS, KES, AED, JPY, or CHF. Portfolio values, plan amounts, and supporting monetary displays convert consistently while the current paper ledger remains denominated in USD.
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Use the authenticated paper portfolio to explore the product without routing real money.