Learn · 12 min

Operate the AI investing bot loop — then stop before the broker

This is the investing-bot operating rhythm. You leave with a Mandate, a falsifier, and optional paper lots — not a live order.

Step 1
Write Mandate
Open /dashboard?entry=mandate. Plain language: max % per name, cash floor, forbidden list. Parse & save. This is your constitution.
Step 2
Ask · Research · News
On Home, dig logic with unlocked masters or Research presets. Use News Comment to hunt opportunities in headlines.
Step 3
Build a draft
Open Build. Describe the rule. Save entry/exit/size/falsifier. Optionally push into Mandate.
Step 4
Always-on Scan + Proof
Scan for mandate breaches, stops, and moves. Check Proof checklist and paper tape. Fix before you fantasize about size.
Step 5
Follow on paper — then broker
US strategies or Quant Lab → Follow into $100k paper. Sync marks. Trade only at your broker if you still believe the falsifier holds.

Start the loop on Mandate

Research simulation. Not advice.