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Brokerages and orders

LangAlpha can connect to your brokerage account so the agent can read your positions and, if you allow it, place orders. Four brokerages are supported: Robinhood, Interactive Brokers, moomoo and Webull. You choose what each connection may do, a trading permission setting controls which orders wait for your approval, and every order the agent proposes is recorded, approved once and sent exactly once.

You connect brokerages on the Brokerages tab of the Plugins page. Each card lists what the agent can do there before you link it.

Brokerages tab of the Plugins page, showing what each brokerage connection can do

Robinhood Interactive Brokers moomoo Webull
Account, positions, history Yes Yes Yes Yes
Market data and watchlists Yes Yes Yes Yes
Saved scanners and price alerts Yes Yes No No
Order preview Yes Yes No No
Paper trading No No Yes No
Staged orders, confirmed in the broker’s app No Yes No Yes
Live orders Yes Yes Yes No

Markets covered: moomoo covers US, Greater China, Japan and Southeast Asia. Webull covers stocks, options, futures, event contracts and crypto, and every Webull order is a draft that you confirm in the Webull app before anything trades. Interactive Brokers handles live stock and single-leg option orders as well as staged drafts you confirm in the IBKR app.

Robinhood connects from the desktop app. Robinhood only accepts sign-ins that return to an app on your own computer, so the connection cannot be finished in a browser. Connecting Robinhood or Interactive Brokers also ends any other AI-platform connection on the same brokerage account, because those brokers allow only one. The card warns you first.

When you connect, you choose which groups of tools the connection carries. A group left off is refused when the agent asks for it, not just hidden. To change the choice later, reconnect.

Connecting Robinhood, with a switch for each thing the agent may do, from market data to live orders, and live orders left off

Group What it allows
Market data and research Quotes, charts, fundamentals, filings and screeners. Nothing about your account
Watchlists Read your watchlists and change them
Saved scanners Read, create, run or change your saved screeners
Price alerts Read, create, change or delete price alerts
Saved charts Read and change saved chart layouts and indicators
Account and positions Balances, holdings and order history, read only
Paper trading Trade the broker’s simulated account, with no real money
Order preview Price an order against your real account. Nothing is submitted or saved
Staged orders Save a draft order into your account that you submit at the broker
Live orders Buy, sell, replace and cancel with real money. Needs Account and positions switched on, so placed orders can be followed

Not every group exists at every brokerage, as the table above shows. A few tools are held back deliberately and are refused whatever you grant.

Trading permission is one setting per person, in Settings under Preferences, that applies across your brokerage connections. It decides whether live orders and staged drafts stop for your approval. Paper orders are not affected.

Level What it means Needs an agreement
No trading The agent does not start trades. If you ask for a specific order, it still waits for your approval No
Approve each order (default) Every live order and staged instruction waits for your approval before it is sent No
Trade without approval, plan first The agent agrees a plan with you, then can place orders inside it without waiting on each one. The plan step is guidance to the agent, and nothing enforces it Yes
Full autonomy The agent trades on its own judgment toward what you asked. It may place orders you are not aware of or have not approved Yes

Only you can raise the level. The two levels that skip approval require you to accept a written agreement, which says you are responsible for every order. The agent cannot change the setting, and nothing said in a conversation lifts the approval step. If the agreement is updated, you drop back to Approve each order until you agree again. Each connection also has its own approval switches, which can only add questions, never remove them while your level asks.

A governed order: the model’s order call is recorded and shown to you for approval, the approval mints an execution token, and the egress relay verifies it, claims the single dispatch and sends the order with the stored credential

  1. Direct calls only. Order tools always run as one visible tool call, never inside code the agent writes, so one call is one order that can be shown and stopped.
  2. Recorded first. Every order call becomes a recorded attempt before anyone is asked. An attempt nobody answered is refused.
  3. Approved once. When your level asks, the order appears as an approval card with its details. Your answer is written against that attempt.
  4. Executed exactly once. An approval produces a short-lived token (valid for two minutes) tied to that attempt, that tool and the exact arguments. A changed argument, a replay or a second send is rejected before it reaches the broker.
  5. Credentials stay out of the sandbox. Brokerage sign-in tokens are attached when the request leaves the server, so code the agent writes cannot see them.
  6. Followed to the end. The Orders page lists every attempt across every conversation, with its time, mode, broker, instrument, side, size, price and status (for example awaiting your approval, open at the broker, filled, cancelled, rejected or failed). A background reconciliation job asks each broker what became of orders that are still open or were never confirmed. It only reads, and it never places, changes or cancels an order.