Your AI trading companion.
Argue the trade before you place it.
For active options and equity traders. Bring your positions, rules and trading history into the conversation. Challenge the next trade, review changing risk, and learn from the outcome.
You place every order.
Educational analysis. No automatic order placement.
Illustrative case. Not live analysis.
The size fits.
The sector exposure doesn’t.
Example snapshot:
Rule-derived checks
- New position / position cap
- 7% / 10%
- Within rules
- Sector after / sector cap
- 31% / 30%
- Breached
The Council’s perspectives Illustrative dialogue
The Analyst
The proposed position is 7% of the book, inside your 10% cap. That checks size—not the investment thesis.
The Strategist
But sector exposure moves from 24% to 31%. Your sector cap is 30%.
The Devil’s Advocate
Both checks can be true. What would justify adding more of a risk you already carry?
TradeBricks stays with the trade.
An idea is a starting point. Your book is the context.
01 / Portfolio
Your positions,
understood.
A spread is more than two contracts. A new position is more than one ticker. Connect your broker or import your positions to review the structures you hold—and the risks they share.
See concentration, allocation and exposure across the book, alongside the limits you set.
Bring the book you already trade.
Interactive Brokers
Flex statement import
tastytrade
Positions and balances
uSMART
Hong Kong and US accounts
Alpaca
Live and paper accounts
Data and sync methods vary by broker. Simulated and real accounts stay separate. Connecting an account does not authorise automatic trading.
02 / Trade Desk and the Council
Argue the decision.
Start with the scanner’s evidence. Then examine the structure, the downside and what the idea changes in your portfolio. The Council brings different perspectives to the same facts.
Read the reasoning, question the assumptions, and decide whether the trade fits your rules. Agreement is not the objective. A decision you can explain is.
Read the example Council discussionOne evidence base. Different questions.
- The Analyst
- What does the evidence support—and what is still missing?
- The Strategist
- What does this add to the risks already in your book?
- The Devil’s Advocate
- Which assumption would break the thesis if it were wrong?
Three perspectives shown from the five-agent Council. Interpretations do not replace rule-derived checks.
03 / Portfolio and Today
The trade isn’t
over at fill.
The position changes. So does the book around it. Review exposure, structure risk and approaching events against the plan you recorded, not just the latest profit-and-loss number.
Today brings the next review into your routine: what needs attention, which events are ahead, and what you prepared.
A finding needs its context.
- The rule
The cap or condition being checked.
- The evidence
The exposure, event or structure behind the finding.
- The time
When it was computed, and what needs checking again.
Monitoring reflects available broker syncs, market data and scheduled checks. It is not continuous or guaranteed real-time monitoring. Check the timestamps and verify current prices with your broker.
04 / Journal, the Historian and the Dojo
Keep the lesson.
A winning trade can hide a poor decision. A losing trade can still follow a sound process. Keep the thesis, the decisions and the outcome together in the Journal.
The Historian looks for relevant precedents in your recorded trades. The Dojo gives you a place to reflect, ask questions and bring those lessons into the next session.
A record worth coming back to.
- The Journal
- What did you expect, and what did you actually do?
- The Historian
- Where has a similar decision appeared in your record?
- The Dojo
- What will you carry into the next session?
Context depends on the accounts you connect and the trades, rules and observations you record. Missing history limits the read.
A companion, not autopilot.
Evidence before confidence.
Scanner results and risk calculations provide the evidence. AI interpretation is shown as interpretation, not a market fact or a guarantee.
Limits, stated plainly.
Read the source, timestamp and missing information alongside an assessment. A gap is a reason to check, not a reason to assume.
The decision stays yours.
TradeBricks helps you examine the trade. You review and place every order. No promises of returns, and no trading on your behalf.
Your book. Your rules. Your next decision.