ADT
How it works

From your configuration
to broker-confirmed flat.

Each stage passes a recorded state to the next. Trading proceeds only when the engine’s conditions allow it.

01Your envelope

Configure

Set entry, position, capital and risk limits.

02Before entry

Research

Rank eligible candidates and qualified reserves inside those limits.

03Broker checks

Enter

Authorize, revalidate and size each whole-share entry.

04Automatic

Manage

Independent protection follows each position’s favorable movement.

05Reconcile

Confirm flat

Configured exits initiate automatically; broker evidence completes the lifecycle.

US equity session timing follows the exchange calendar and America/New_York semantics, including holidays, early closes and DST. The display timezone is configurable.

01

Initialize the session

The exchange calendar determines the regular-session open, close and early-close schedule. The service connects and requests broker state.

Calendar + broker snapshot
02

Freeze the operating envelope

Research receives entry and concurrency limits, position and capital caps, whole-share requirements, universe and eligibility rules before selecting candidates.

Persisted session intent
03

Rank and qualify a candidate pool

Qualified opportunities and reserves are ranked within the envelope. Price, liquidity, spread, account capacity and existing exposure are revalidated before each order. An unusable candidate can be skipped for a qualified reserve.

Candidate ≠ entry attempt ≠ position
04

Authorize entry

Account mode, live authorization, reconciliation and session guards must permit entry. Missing conditions lead to a waiting, blocked or no-trade state.

READY → ARMED
05

Reserve capacity and submit

Serialized entry admission enforces per-position, open-capital, session-allocation, entry-count and concurrency limits. A bounded opening limit order is recorded before submission.

Reservation → order intent → broker submission
06

Account for the fill

The engine records broker execution events and actual filled quantity. A successful API call alone is not treated as a fill.

Execution → position
07

Monitor and protect

Each lifecycle tracks its own fills, high-water mark, protection and exit authority. Profit-protection activation raises protection rather than forcing a take-profit sale. Configured stops only ratchet upward. Broker-side stop and market-on-close protection depend on account and instrument support.

Protection state + acknowledgments
08

Exit automatically and confirm flat

Protective conditions, the configured session deadline and an enabled observed-loss circuit breaker can initiate exits. Manual flatten overrides this normal automation. Submission alone never completes a position; reconciliation continues until broker-confirmed flat.

EXIT_PENDING → FLAT_COMPLETE
The schedule describes intended operation. Fills, stop execution and a flat position before close are not guaranteed. Halts, outages or rejected orders can require operator intervention.
A closer look

Ask about ADT
and your setup.

Explore the package, review your requirements and request guided access to ADT.

View pricing