Using the App
The App, Day to Day
The screens you use once strategies are live: Overview, Activity, Brokers, Portfolio, manual Trade, and the token swap.
The Companion App does all the real work: it holds your broker sessions, watches your signal sources, and places every trade. It has to be running on a computer that is on and online for anything to trade. This page covers the screens you live in once you are set up. They are the entries in the left sidebar: Overview, Brokers, Signals, Strategies, Trade, Portfolio, Activity, and Settings.
Overview
The first page you land on, and the answer to “is my bot actually working?” Everything on it is live and updates on its own, so you never refresh it. The layout is a two-column grid of widgets.
The Overview page and its widgets
- P&L hero. Your realized profit and loss shown large, with range tabs (1D, 1W, 1M, 3M, 1Y, ALL) and a cumulative chart for the range you pick. It is built from closed round-trip trades, so the headline reads “Realized today” on the 1D range. A footer carries quick actions: New strategy, Pause all / Resume all, Cleanup, and Verify.
- Live strategies. Each running strategy with the task it is doing right now, not just a green or red dot.
- Broker sessions. A compact dock of every broker with its state dot (see Brokers below).
- Signal sources. A card showing the connection state of Discord, TradingView, and Telegram. Its heading reads Signal Sources.
- Recent activity. A short live feed of the latest signals, fills, and errors. The full searchable history is on the Activity page in the left sidebar.
- Status. Strategies running plus a market clock. If a broker gets stuck in a crash loop, a banner appears at the top of the page with Open Brokers and Logs buttons.
The widgets are arranged from the Customization tab in Settings.
Activity
Overview’s Recent activity feed is the short version. The Activity page in the left sidebar is the full, searchable history of everything the app has done: every signal it received, every order it placed, and every state change along the way. Its heading is Event stream.
The Event stream, with each trade expandable to its full timeline
Across the top, counters summarize the current view (filled, failed, in flight), and four tabs slice the stream:
| Tab | What it shows |
|---|---|
| Trades | Signal-to-trade flows, with their outcome: Filled, In flight, Queued, or No action (a matching signal the strategy correctly decided not to trade). |
| Errors | Failed trades and broker or system breakages, so you can find a problem fast. |
| System | Broker health, source connections, and lifecycle events. |
| All | Everything in one chronological stream. |
Each trade card names the trade (for example BUY TSLA with a Stock badge), the broker it routed to and the fill price, which source and strategy it came from, how long it took, and when it happened. Click Show timeline on any card to expand its step-by-step trail. Search by ticker, broker, or message to filter, Export CSV to pull the history into a spreadsheet, or Clear to reset the view.
Brokers & health
Brokers are how the app places trades. You add them on the Brokers page (its heading is Accounts) and the app keeps their sessions alive. Your broker logins live on your computer, encrypted at rest through the OS keychain, and are never uploaded to TradeLabs.
Each broker is a card with its live health state
At the top, a Connected count and a status strip summarize Ready, Warming, and Offline brokers. Filter tabs sit below: All, Ready, Warming, Offline, and Not configured. The Add account button in the top right jumps you to the Not configured view. Many RSA-capable brokers run several accounts at once.
Under the hood each broker reports its process, its session, and when the session was last verified. The app turns that into one of four states, not a simple online/offline light:
Only Offline needs you. Idle is a normal resting state, especially overnight.
Idle is not offline. Idle means logged in and valid but not re-verified in the last minute. It is the state most brokers sit in overnight. On the broker card, Active and Idle both show as Ready, since the difference is just a recent re-check, not a health problem. The app re-checks the moment it needs to.
Clicking a broker opens its sheet, a side panel where you manage that broker’s accounts. Use Add account to enter credentials, then Save account (or Save changes when editing). Each account row has a Sign in button and a ⋯ menu with Check connection, Edit credentials, and Remove account. The chrome-based brokers (Chase, Fidelity, SoFi, WellsTrade) also show Sign in by hand and Clear browser data in that menu, plus a Browser: Hidden / Visible toggle in the sheet header. There is no separate “Test” button; the app verifies the connection itself.
Brokers sign in one of a few ways: an API token you paste; your broker email or username, password, and a 2FA code entered in the app; local software the app connects to; OAuth through the broker’s own developer app; or a wallet key.
You paste API keys from the broker into the account fields, then save. No browser window, no password stored. Tradier (live and paper access tokens), Robinhood Crypto (API key plus public key), and Webull (app key plus app secret) work this way.
You enter your broker username or email, password, and (when asked) a 2FA code right in the app. Robinhood stocks, Fidelity, Chase, SoFi, WellsTrade, Public, Fennel, BBAE, DSPAC, and Firstrade work this way. When 2FA is enabled, you are prompted after Save; a CAPTCHA may appear on the first connection for the brokers that use one (BBAE and DSPAC show it in the sign-in dialog). Chase, Fidelity, SoFi, and WellsTrade show a Warming state while their browser session boots.
Schwab connects through your own Schwab Developer app. The account row shows Connect Schwab; once tokens exist it becomes Refresh tokens, or Reconnect (token expired) if the refresh window has lapsed. The app mints and refreshes the tokens for you.
The app talks to software already running on your machine. Interactive Brokers works this way: run TWS or the IB Gateway, and the app connects locally over 127.0.0.1. The one field you set is a Mode toggle, Live or Paper; the app uses port 7496 for live and 7497 for paper. STG / DAS connects to DAS Trader Pro running on the same computer.
Interactive Brokers and Tradier both have a Mode toggle, Live or Paper: practice without real money, then switch to Live. If a broker process keeps crashing in a short window, the app stops the restart loop and shows a red block on the card with Try again and View logs. Per-broker setup is in the broker reference.
Portfolio
The Portfolio page pulls positions from every connected broker and wallet into one view, across up to four tabs, plus a Universal sell to exit everything at once. Its header total breaks down by broker when you click it.
The Portfolio page and its tabs
| Tab | What it shows |
|---|---|
| Stocks | Every equity position across your brokers, with columns for Symbol, Qty, Avg, Value, Day, Total P&L, and Broker. Click a header to sort. |
| Memecoins | Solana, Polymarket, and Robinhood Crypto holdings, with a dust filter. |
| Fractional | Fractional-share cleanup for RSA+ members: run now or on a schedule. |
| Risk | A risk view of your exposure. |
Stocks. Search a ticker, filter by broker (a Brokers popover), filter by Winners or Losers, and hide small positions with the Min $ field. A group toggle collapses the same ticker held at several brokers into one row so you see your total in that symbol. Press r to force a fresh fetch from every broker.
Memecoins. Each card shows the token’s quantity, value, and P&L. Hide dust is on by default and hides positions worth under about a dollar, so if the list looks empty check that toggle first. You buy and sell memecoins from the Trade page in Memecoins mode (see Token swap below).
Fractional (RSA+). Cleans up the tiny fractional shares RSA strategies leave behind. Cleanup only runs during regular US market hours and skips dust too small for the broker to sell. Preview shows exactly what would sell, broker by broker, before anything fires; Run now kicks off a run immediately. The schedule and Run now share the same rules and the same last-run stamp, so they never double-fire.
A fractional flagged Consolidating is a Public round-up share that rounds up into a whole share on its own within about a month. Selling it now just spawns a fresh fractional later, so cleanup skips it by default.
Universal sell. The header button confirms first, then sends a market sell for every open position across every broker. Individual rows have their own quick actions too: Sell closes that single position at that broker, and Sell all on a grouped ticker fans a market sell out to every broker that holds it, after a confirmation. Selling here places real market orders; read the confirmation before you accept it. A broker filter footer shows each broker’s state as positions refresh, so a missing position usually points to a broker that is slow or offline.
Manual trading
The Trade page is where you place trades by hand. Pick a mode from the toggle in the top right, fill in the details, and the app fires the order across the accounts you choose at once. The stocks header reads Manual order.
The Trade page in Stocks mode
| Mode | What it does |
|---|---|
| Stocks | One order fired across the accounts you select. Needs a ticker, side (Buy/Sell), quantity, and order type. A Route to panel on the left picks the accounts, down to individual sub-accounts. |
| Basket | Buy or sell a list of tickers, spread evenly across all your accounts. |
| Memecoins | The token swap for Solana tokens (see below). |
Order types. The two order types are Market and Limit; picking Limit reveals a price field. There is no “Mid” order type. You can also set time in force to Day or GTC, and enter quantity in shares or dollars.
Scheduled trades. You can schedule a trade to fire later instead of placing it now. The right side of the page carries quick-reference cards: Scheduled (queued trades), an activity card (the orders you just placed), and Hot stocks (click a ticker to drop it into the form).
Before you place a trade: double-check the ticker, confirm you have buying power on every account you selected, and start with small quantities the first time you test multi-broker execution.
Token swap
The token swap is the Memecoins mode on the Trade page. Add the Solana broker on the Brokers page first, since that is where your wallet is connected. A wallet badge in the header shows your connected wallet and its SOL balance.
The swap card is two stacked tiles (You pay / You receive) with a flip arrow between them. You choose:
- Side: Buy (spend SOL to get the token) or Sell (turn the token back into SOL).
- Token: paste the token’s mint address into the token field.
- Amount: quick SOL buttons for common amounts on the buy side, plus a Max button, or type your own.
- Route: which venue the swap goes through.
| Route | When to use it |
|---|---|
| Auto | Let the app pick the best route. Default. |
| Raydium | Better liquidity for established tokens. |
| Jupiter | Wider coverage, including very new tokens. |
The app checks you have enough SOL (or enough of the token) before it sends. Set Slippage from presets (1%, 2%, 3%, 5%, 10%) or type a value: higher tolerance makes a swap more likely to go through on a volatile token but you may get a worse price. An Advanced panel adds a network priority fee and optional stop-loss / take-profit percentages. Once a swap goes through, the position shows up on the Portfolio Memecoins tab, and a swap-history card lists past swaps.
Memecoin trading is very volatile. Verify the mint address before every swap and start small on a token you have not traded before.