Getting Started

How TradeDonor Works

Setting up your AI trading operations takes minutes. You stay in control at every step, and automation is always optional.

1

Create Your Office and Connect an Account

Sign up and open your TradeDonor Office. Connect a trading account through Connections, and decide exactly what TradeDonor is allowed to see and touch.

  • Connect one account to start, add more later
  • Clear boundaries on access
  • Nothing runs until you say so
2

Set Your Risk Rules and Authority Level

In the Risk Office, define the rules that matter to you and choose an authority mode: Observe, Alert, Guard, or Execute. TradeDonor never acts above the level you set.

  • Your rules, your thresholds
  • Pick the authority mode per account
  • Change it any time
3

Review Your Executive Briefing

Each day, open a clear brief on your whole trading business. What happened, what needs attention, and what your AI executive suggests you look at next.

  • A written daily summary
  • Performance and open risk in one view
  • Full record in the Operations Ledger
4

Add an Execution Agent Only When Ready

When automation fits your plan, enable an Execution Agent as an optional add-on. Confirm its account, symbol, timeframe, permissions, and risk controls before anything runs.

  • Optional and never bundled
  • You confirm the full scope
  • Supervised validation first

You Set the Limits. TradeDonor Respects Them.

TradeDonor does not promise profit and does not provide financial advice. It gives you control, clarity, and a full record of every action taken on your behalf.

Get Started

Start With TradeDonor

Create your Office, connect an account, and review your first Executive Briefing.