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Guardrails — the rules the AI must obey
The AI can never place a trade outside these limits. Edit and Save to change them.
Tells the AI what you want it to do. The hard caps below always win over this text.
Biggest single buy/sell.
Total it may spend in one day.
Most it may hold in any one symbol.
Never spend below this much cash.
Whether the AI may sell holdings.
Autonomous trades on its own; Propose waits for your OK.
The only stocks the AI may touch. Leave empty to block all trading.
Queue an order for the AI
You write the order; the AI reviews and places it on the Agentic account (with a Robinhood approval prompt on your phone). It still must pass the guardrails above.
Order activity
Everything the AI and you have queued — the audit trail. Pending orders can be canceled before they're placed.
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