Read-only connection
Holdings, cash, cost basis, and transactions are enough to make useful recommendations before trading access is introduced.
Brokerage connected investing
An investing autopilot should explain every recommendation.
A brokerage connected investing autopilot should start with read-only holdings and transactions, apply a user-approved strategy, respect portfolio guardrails, and produce a plain activity log for each recommendation.
Direct answer
The safest first version is read-only. It can generate add, hold, trim, or pause decisions from brokerage data without taking custody or hidden trading authority, then route every action through review.
Strategy selection
Users choose a strategy they understand, allocate capital, and define limits before the system starts monitoring.
Activity log
Every recommendation records the fired rule, supporting research, blocked risks, and resulting portfolio impact.