How Invest works
The evidence-to-lifecycle flow behind Invest's autonomous US options and equities paper-trading system.
From evidence to paper order
Invest turns market and portfolio evidence into a constrained paper-trading decision. It uses Python and NautilusTrader for the trading system, with Interactive Brokers Gateway/TWS API connectivity for paper execution. Options research draws on ThetaData; stock research uses Polygon with Yahoo gap-fill when needed.
Responsibilities by stage
Evidence
Provide market and portfolio context with enough freshness and consistency to evaluate a candidate.
Generation
Use the LLM to propose a broad set of research candidates. Generation increases recall; it is not an approval mechanism.
Selection and validation
Deterministically compare candidates against defined constraints, normalize the proposal, and reject incomplete or incompatible inputs.
Risk and execution
Fail closed unless a candidate is feasible and within controls. Only an approved candidate can reach an Interactive Brokers paper order.
A system designed to break loops
The intended control model makes the deterministic selector the authority that decides and breaks loops. That role is still being proven load-bearing. Invest therefore treats uncertain evidence, failed validation, and unproven control behavior as reasons to withhold an entry rather than as signals to continue.
Paper execution is an operational test boundary, not a claim that autonomous trading is safe or complete. The system does not provide investment advice.
Invest orientation
Understand Invest's private-preview boundary, paper-trading-only operation, and evidence-first decision path.
The decision cycle
Inside one Invest cycle: fetch portfolio and chains, run one model call per symbol candidate, gate the result, submit to the paper account, and manage the lifecycle. Covers the agent's narrow authority, the shared wall-clock budget, the no-fallback model path, and the durable record every decision leaves.