Settings
Preferences, filters, and allocation controls.
Broker connection
IBKR (local Gateway/TWS) is the live read path for portfolio data. No order execution — read-only positions and account summary.
Dashboard & portfolio engine
Not linked: connect a broker in Settings to load real positions; portfolio blocks stay empty (no sample book).
Available providers
- Loading providers…
IBKR connection
Link: Not connected
Last synced: —
Provider session state: —
Saved connections
None yet — connect IBKR to create one.
Account selection
Pick the IBKR managed account for sync (from Gateway/TWS).
Connect IBKR to load accounts.
Ready to sync
Whether live Sync is likely to succeed and the next step if not.
Broker diagnostics
Read-only probe (no trades). IBKR: local socket + ib_insync.
API Usage & Costs
Estimated usage and spend across the intelligence engine's paid APIs. Verify against provider billing for exact charges.
Connecting to intelligence service…
Portfolio-Wide Settings
Global trading gate and risk guards applied across all strategies. These caps block new entries portfolio-wide; trailing stops are not affected.
Enable trading (master kill switch)
When off, neither autonomous buys nor sells will run, even if individual strategy toggles are on.
Risk Guards
Any guard that trips writes a skipped row to the activity log with the matching skip_reason.
Strategies
Configure each trading strategy independently. Toggle a tab to set allocation and strategy-specific parameters.
Display preferences
Dates and times across the app are shown in your selected timezone (API timestamps are UTC).
Default is Australia/Sydney. Saving persists all settings on this page, including filters below.
News sources
All feeds are news sources managed by AI — toggles, discovery, and scoring work together. Article counts use today (UTC) from a live sample. Use Save settings to persist toggles and custom feeds.
AI automatically discovers new sources weekly. Last run: —
0 sources active · 0 added this week
Discovery runs on a schedule and on strong AI signals; new feeds are added automatically. Low-relevance sources are turned off or removed after sustained poor scores. Relevance scores refresh daily from the live AI feed.
IBKR broker news
Dow Jones and Briefing.com headlines via your IBKR TWS subscription (DJ-RTA Asia Pacific, DJ-N, BRFG, etc.). Uses the same AI scoring pipeline as RSS.
Add custom RSS
Appearance
Theme: Dark (default)
Opportunity Filters
Control which ideas appear in Top Opportunities and drive capital allocation.
Filters which ideas appear in Top Opportunities and the conviction board. Does not gate autonomous swing buys — use Swing tab "Min conviction to buy" for that.
API
Browser uses same-origin /api/v1/*; the Next.js server proxies to FastAPI using BACKEND_INTERNAL_URL (see frontend/.env.example).
Recommendation and allocation engines respect these thresholds when ranking ideas and suggesting capital deployment.