Open Data Club

Direct answers to the questions users will ask first.

A good FAQ reduces support load. A bad FAQ creates more of it. Keep the answers plain, accurate, and aligned with the actual platform model.

FAQ

QuestionAnswer
Do you hold client money?No. The platform is being structured around client-owned brokerage accounts rather than pooled custody inside the website itself.
Where are trades executed?Through the connected brokerage account infrastructure, with Interactive Brokers serving as the brokerage-side source of truth.
What does Plaid do here?Plaid handles bank-link style connection workflows and related authorization steps.
Can users see what the bot is doing?Yes. That is the point of the dashboard, notifications, and account views.
Is this guaranteed to make money?No. Anyone implying guaranteed profits is either sloppy or dishonest.