Setting Up BrokerBotics

Introducing BrokerBotics, a groundbreaking tool designed to automate income-oriented stock option trades. This guide will help you step by step through the streamlined process of utilizing BrokerBotics! Say goodbye to manual trades and embrace efficient, automated options trading!

Setting Up and Connecting Your Account

BrokerBotics is currently available on two brokerages: Tradier and TradeStation. As we expand to additional brokerages, the setup process will remain consistent. Please ensure you have a Tradier or TradeStation brokerage account with your options level set to “3” to enable BrokerBotics’ automation to place trades on your behalf.

To get started, visit app.brokerbotics.com. Log in or create an account if you haven’t already. Once logged in, navigate to the “Brokerage Connections” tab from your dashboard, and connect to your brokerage.

Below is a brief demonstration of how to connect your account within BrokerBotics:

Utilizing Watchlists

After creating your account or logging in and connecting your brokerage, navigate to the “Manage Watchlists” section. Certain brokerages, such as Tradier, allow you to create watchlists directly within your brokerage account. You have the option to either create watchlists on Tradier and link them to BrokerBotics, or create watchlists directly within BrokerBotics.

Below is a brief demonstration of how to create a watchlist within BrokerBotics:

Creating Strategies

Once you have created a watchlist of stocks you wish to apply your strategies to, navigate to the “Manage Strategies” section on the left-hand side. Here, you can define the parameters for BrokerBotics to execute your strategies.

Below is a brief demonstration of how to create a strategy within BrokerBotics: