Alert fires → AI validates → Schwab executes. Full automation with holding period and confidence guardrails.
Helius Terminal's automated trading closes the loop between market signals and execution. When an alert fires for a symbol in your automated list, the system validates the signal against AI confidence thresholds and holding period constraints — then executes the order via the Schwab API without any human intervention. Every trade is logged with the full decision chain: the triggering alert, AI rationale, execution price, and realized P&L.
What this feature does for you
Orders are triggered automatically when the alerting service detects a qualifying event for a symbol in your automated trading list. No manual intervention required.
Before executing, the system checks the AI's confidence level against a configurable threshold. Below-threshold signals are skipped — preventing execution on low-conviction alerts.
Minimum holding period constraints are checked before any sell order. If the position hasn't been held long enough, the sale is blocked — protecting against unintended short-term trades.
Every attempted execution — successful or blocked — is logged with: the triggering alert, AI rationale, confidence score, order details, fill price, and realized P&L.
Each trading list has its own settings: trading direction (long-only, short-only, both), position sizing, confidence threshold, and holding period minimum.
Orders are routed directly through the Schwab Individual Trader API — the same infrastructure used by professional applications — with OAuth 2.0 authentication.
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