What this platform is
Users sign up through Open Data Club, connect or open their own Interactive Brokers account, link a bank through Plaid where needed, and activate a strategy instance tied to their own brokerage account. The platform handles reporting, controls, onboarding, and strategy visibility. Interactive Brokers remains the brokerage source of truth.
Broker connection
Interactive Brokers handles balances, positions, orders, fills, and brokerage account records.
Bank linking
Plaid is used for bank-link workflows, ACH-related authorization flows, and funding experience where applicable.
Strategy visibility
Users get dashboard access, order history, account snapshots, performance views, and status notifications.
Hard truth
This is not a passive wealth product. It is a trading automation platform. The strategy can lose money, range assumptions can fail, and users need risk disclosures that are direct, not watered down.
