For the complete documentation index, see llms.txt. This page is also available as Markdown.
Read This First — Brokerage Details
What brokers are supported?
Tradier, Schwab (ToS), and tastytrade are supported. All symbols available in OO backtesting are also available across supported brokers on the automation platform.
One login per broker is permitted. There is no OO platform limit on broker sub-accounts within a single broker login.
OO uses a cloud-based system for the automation platform. Users can log in to their broker, the automation platform, both at the same time, or neither. Broker login status does not affect the platform’s ability to automate.
No papertrading is available.
Recommended steps before going live with a strategy
While we can’t offer personalized trading advice, we strongly encourage the following steps to set yourself up for success:
Share your strategy on Discord — get feedback from experienced users. If you're worried about privacy, consider changing a few details.
Make sure you're following the #known-issues Discord channel
What bot limit and contract caps are in place?
Users are allowed 100 opening executions per day. There is no limit on strategies.
There are no contract caps. Different brokers may route or process orders differently depending on size. Users are responsible for understanding order sizing and their chosen brokerage's order routing process.
What happens if there is an automation platform outage?
In the event of an automation platform outage, a large banner or error message will be displayed on the dashboard. All automations will be paused. Users will be notified by email.
When the outage is resolved, automations will resume and users will be notified by email.
Note: There are various types of outages. Partial outages, market data issues, or broker API issues will not trigger this response. In those situations, the #known-issues Discord channel will be updated.
Again, users should follow the #known-issues Discord channel. This is where real-time updates are posted for automation users.
What is the process with Schwab API access?
Users must reauthorize OO platform access every 7 days. This is a brokerage API requirement. When access expires, the user will see a red banner in the automation platform with a link to reconnect. A warning notification appears on the platform before expiration. The platform also sends email reminders the night before and the morning of Schwab access expiration.
