Invest orientation
Understand Invest's private-preview boundary, paper-trading-only operation, and evidence-first decision path.
Start with the boundary
Invest is a private-preview autonomous research and execution system for US options and equities paper trading only. It is not investment advice, the current preview does not place live orders, and there is no public self-serve signup or product API today.
This documentation explains the system's intended behavior and controls. It is not a recommendation to buy, sell, or hold any security or strategy.
Read the system in order
Begin with evidence
Market context and portfolio state establish the evidence available to the research loop. Freshness and position truth are conditions of safe evaluation, not after-the-fact checks.
Separate generation from selection
An LLM produces high-recall candidates. Deterministic selection and validation decide which, if any, can continue. The LLM does not approve an order.
Require a fail-closed gate
A candidate must satisfy risk and feasibility controls before an Interactive Brokers paper order can be approved. Missing, stale, or contradictory evidence prevents entry.
Keep monitoring after entry
An approved paper order enters lifecycle monitoring. Controls continue to govern state, and exits remain available even while entry blocks are active.