Approval-gated trading workflow

Evidence-backed trading automation with approvals before execution.

A dashboard for building strategies, testing evidence, monitoring signals and approving trade tickets before they move into your own broker, exchange or venue workflow.

Build rules for shares and crypto.
Test on rolling windows before going live.
Approve every ticket before account action.
Auto-submit approved tickets where supported.

Product workflow

Strategy evidence to approved ticket

Shares

7/8

positive rolling windows

Crypto

5/6

positive benchmark windows

Prediction

47

settled replay trades

Evidence windowHistorical simulation

Ticket status

Strategy

User-owned rule and limits are set

Evidence

Rolling tests and weak periods reviewed

Ticket

BUY 10 NVDA ready for review

Approval

Waiting before connector action

01

Choose the strategy

Bring a rule, use an AI-generated candidate or start from a tested template.

02

Check the evidence

Review rolling tests, weak periods, costs, caveats and promotion gates before use.

03

Monitor signals

Watch live rules, alerts and strategy conditions from the dashboard and connected data lanes.

04

Approve the ticket

Review the ticket, rationale and limits. Approve, reject or cancel before account action.

05

Automate approved trades

In supported connected-account lanes, approval lets Trade Intel place or queue that exact ticket.

Optional assistant access

Optional Telegram control with OpenClaw.

An optional access layer that lets users operate parts of the same workflow from Telegram. Tenant-scoped, kept inside the same approval and connector gates as the web app.

Assistant-enabled

Users who enable OpenClaw can operate selected dashboard workflows from Telegram.

Tenant-scoped

Each bot token is tied to a workspace, permission set, market list, symbol list and notional limits.

Staged by default

OpenClaw can prepare and stage, while live submission remains approval and connector gated.

Cockpit evidence

The website records staged orders, connector status, risk checks, approvals and audit trail.

Optional Telegram examples

Natural commands, governed actions

Live on /api/mcp/command

risk check buy 10 NVDA at 950

OpenClaw returns a structured risk review before anything is staged.

stage buy 10 NVDA at 950 because breakout confirmed

Creates a pending approval ticket with rationale, limits and audit evidence.

approve order <id>

Moves the staged ticket to approved without bypassing connector gates.

submit order <id>

Routes the approved ticket through the available customer-owned paper or live-gated connector.

pause live trading

Disables live trading and turns on kill switches across the tenant connectors.

Evidence

Show the proof before the rule is trusted.

Each market lane shows what has been tested, which assumptions were used, where the idea was weak and what should remain paper-only. The evidence is meant to make the next decision clearer, not to pretend historical simulations are live results.

Rolling windows

Test multiple historical periods instead of a single best-looking run.

Regime checks

Show weak markets, failed conditions, drawdowns and where the idea should not be used.

Realistic frictions

Include fees, spread, fill and liquidity assumptions where the lane supports them.

Promotion gates

Promote only when validation improves; keep failed variants out of live automation.

SharesReady+17.21%7/8 rolling windows positive; 2.27 Sharpe; 6.01% max drawdown.
CryptoReady with caveats+121.08%5/6 benchmark windows positive; universe sensitivity disclosed.
FuturesResearch sleeve+8.13%First-pass cross-asset trend sleeve; longer walk-forward coverage needed.
Prediction marketsResearch + tickets47 tradesPublic-data signals, settled replay and approved account ticket workflows.
CFDsPaper + ticketsReview gatedResearch, paper tickets and user-owned CFD-account workflow only.
What the product does

A practical workflow for turning ideas into decisions.

Bring a rule, ask for an AI candidate or start from a tested template. Customers choose, edit and own the final strategy card before anything monitors markets or creates tickets.

Strategy discovery

Turns user ideas, AI candidates and templates into customer-owned strategy cards.

Evidence engine

Tests candidates across windows, regimes, costs and weak periods before promotion.

Learning loop

Feeds outcomes, mistakes and rejected variants back into future filters and review notes.

Model and automation layer

AI helps discover and review; approval controls trading

OpenRouter + BYOK

Fast reader

Headlines, filings, transcripts, market notes

Reasoning model

Trade thesis, catalyst mapping, scenario critique

Risk reviewer

Contradictions, sizing flags, approval conditions

Quant harness

Backtests, regime checks, replay and attribution

Customers see the evidence, caveats, claim status, ticket logic and audit trail before approving account action.

Daily workflow

A ticket is managed until it is done or overridden.

It is not just an alert. A ticket can start from a strategy signal, TradingView webhook or Telegram command. It records what to trade, where to trade it, how large it is, why it fired, which checks passed and what Trade Intel is allowed to submit or queue after approval. The workflow then tracks the approved instruction until it is complete, cancelled, expired or overridden by the user.

What

Instrument, side, order type, size and destination account.

Why

Rule trigger, evidence window, AI critique and risk notes.

Limits

Max notional, stop/exit rule, market eligibility and daily controls.

After approval

Supported shares and crypto connectors can place or queue the approved trade, then keep the ticket visible until filled, cancelled, expired or overridden by the user. Prediction-market and CFD tickets require extra venue, account and jurisdiction gates before any live routing.

Current ticket

BUY 10 NVDA

Market: US shares

Status: staged from Telegram

Destination: connected broker workflow

User can still override where the connector and venue allow it.
10:11

Telegram command

“risk check buy 10 NVDA at 950” is received from the paired OpenClaw bot.

10:12

Risk gate passed

Symbol, market, notional and daily limits are checked.

10:13

Ticket built

BUY 10 NVDA, market order, rationale and risk notes.

10:14

Approved

User approves the staged order from Telegram or the cockpit.

10:15

Submitted

Approved ticket is submitted or queued through the supported connector.

10:16

Paused if needed

“pause live trading” turns on kill switches across connectors.

Submit or queue

The approved ticket is sent only to the configured customer-owned account workflow.

Track response

Accepted, rejected, queued, submitted and cancelled states stay attached to the ticket.

Watch until complete

The workflow monitors the approved instruction until it is filled, expired, cancelled or otherwise closed.

User override

The user can reject, cancel or override the workflow where the connector and venue allow it.

Connected accounts

Bring your own data, models and trading accounts.

Connect model keys, market-data keys and supported broker or venue accounts where your plan allows it. Trade Intel keeps permissions scoped and shows exactly which approved tickets can be submitted.

Shares and crypto can automate approved tickets through supported connected-account workflows. Prediction-market and CFD tickets remain gated unless the account, venue, plan and local rules allow live routing.

AL

Alpaca

Broker workflow

IB

Interactive Brokers

Broker workflow

TS

TradeStation

Broker workflow

Coinbase

Crypto venue

KR

Kraken

Crypto venue

Binance

Crypto venue

KA

Kalshi

Prediction venue

PM

Polymarket

Prediction venue

OpenRouter

Model routing

Google Gemini

Model provider

Anthropic

Model provider

Polygon.io

Market data

Third-party names are used for compatibility identification only. Trade Intel is not endorsed by or affiliated with those providers unless expressly stated.

Client-owned authority

You own the strategy, account access, approvals and final decision.

Approval-gated automation

Signals create tickets. Supported account workflows can trade only after you approve the ticket.

Scoped keys and limits

Keys are scoped, masked after save and separated from research model keys.

Product walkthrough

Watch the client workflow end to end.

The walkthrough leads with the core dashboard workflow: strategy setup, evidence review, signal monitoring, staged approval, connector handoff and audit.

What you’ll see

  1. 0:00

    Dashboard overview

    Evidence, signals, tickets and approvals on one screen.

  2. 0:30

    Strategy setup

    Bring a rule, AI candidate or template; own the final card.

  3. 1:15

    Evidence review

    Rolling tests, weak periods, costs and promotion gates.

  4. 2:00

    Ticket approval

    Review rationale, limits and risk gates before any account action.

  5. 2:45

    OpenClaw via Telegram

    Optional command layer for users who enable assistant access.

  6. 3:20

    Paper / staged / live boundaries

    How Trade Intel keeps live execution gated.

Simple product boundary.

Trade Intel can automate approved tickets in supported connected-account lanes. It does not trade without approval, take custody, issue products, act as your broker or make discretionary decisions for you.

Compare plans
Historical simulations and settled replays are not live trading performance.
Trade Intel helps users build rules, monitor signals and automate approved trade-ready tickets; it is not investment advice.
OpenClaw MCP bot access is gated by active Stripe-confirmed Pro, Advanced or Enterprise subscription entitlement.
Connected bots can prepare, risk-check and submit approved tickets where the user-owned connector supports it.
No ticket is submitted to a live account unless the user approves it and the connector permissions allow it.
Customer BYOK model, market-data, broker and crypto-exchange API keys remain tenant-scoped and permission-limited.
CFDs and prediction markets are supported only as research, paper or staged ticket workflows unless the venue, account, plan and local rules permit live routing.
Pricing reflects access, workflow depth and evidence coverage, not promised returns.