Review the research
An idea includes the stock, its reference price and a written explanation. ADT checks whether the information is current and whether the stock fits your settings.
Check your budget and permission
Before a purchase, ADT checks your price range, maximum purchase amount, total budget and available broker funds. Real-money orders also require a supported connection and your separate permission to trade.
Send the order to your broker
An order is a request to buy or sell shares. Your broker may accept, reject or fill only part of it. Sending a request is not the same as completing a trade.
Confirm what actually happened
ADT checks the broker’s response and the shares held in your account. If a response is unclear, it checks the records before retrying, to avoid sending the same purchase twice.
Follow the shares until they are sold
A position means shares you currently hold. ADT follows its configured selling rules and broker orders for those shares. A completed sale is recorded only after the broker confirms the result.
When new purchases can happen
The planned browser service opens new trades during regular U.S. stock-market hours: normally 9:30 a.m. to 4 p.m. Eastern on market days. Holidays and early closes apply. It does not offer premarket, after-hours, overnight or crypto purchases.
Shares already held still need monitoring outside that window. A market closure does not mean they have been sold.
Why an idea might be skipped
A stock may fall outside your price range, use more than your available budget or rely on information that is too old. ADT can also wait while an account or connection issue is resolved. An account does not need to make a trade every day.
Prices and timing can change
The price when an order completes may differ from the price shown earlier. A limit order sets a price boundary but may not complete. A stop order requests a sale when its trigger is reached, but does not guarantee the final sale price.
Read how the trading controls work for more detail.
See the steps in the software
The guided example uses the actual desktop interface and a simulated account. Browser features and layout differ.