SEC-registered RIA · execution via Alpaca Securities LLC

Automated strategies.
Your account.
Your limits, enforced.

Ledgerline runs rules-based trading strategies inside your own brokerage account. You set the risk limits, you fund it, you can pause it anytime — the bot never touches money outside the box you draw.

See how strategies work →

Trading involves risk of loss, including loss of principal. Past or simulated performance does not guarantee future results. Not investment advice.

STRATEGY: momentum-balanced · PAPER DEMO
15:41:07 UTC
Simulated account value
$24,186 ▲ +1.9% today
Max drawdown limit
-8.0%
Positions open
6 / 12 cap
Cash reserve
22%
Bot status
● Running
Before you fund anything: Ledgerline trades real money in real markets. There is no strategy, human or automated, that removes the possibility of losing your principal.
/// How it works

Three steps, all reversible

Nothing here is a black box you can't get out of. You can pause the bot or withdraw uninvested cash at any time from your dashboard.

01

Fund your account

Money moves into a brokerage account held in your name, custodied by our clearing partner — never into a pooled fund or a wallet we control.

02

Choose a strategy and set limits

Pick a published strategy, then set your own position size cap, daily loss limit, and max drawdown. The bot cannot exceed what you set.

03

The bot executes, you supervise

Orders are placed automatically during market hours. You get a log of every trade and can pause execution instantly from the dashboard or app.

/// Transparency

Rules-based, and the rules are visible

Every strategy is built from published, testable rules — not a discretionary "AI opinion" you have to take on faith.

  • Published entry and exit logic

    Every strategy's signal logic is documented in plain language, with a historical backtest report you can read before you fund it.

  • No performance is promised

    Backtests and simulations are shown alongside their limitations. We don't advertise annualized return figures as expected outcomes.

  • Full trade log, exportable

    Every order the bot places is timestamped and logged to your dashboard, downloadable as CSV for your own records or your accountant.

momentum-balanced.strategy.yaml
# excerpt — full source visible in-app
entry_rule:
  when: rsi_14 crosses_above 55
  and: volume_avg_20d > 1.2x
exit_rule:
  take_profit: +6.0%
  stop_loss: -3.0%
position_sizing:
  max_per_symbol: user_defined
  max_concurrent: user_defined
universe: S&P 500 constituents
# backtest: 2016–2025, CAGR and drawdown
# reported in-app with methodology notes
/// Risk controls

You set the box. The bot stays inside it.

Every limit below is set by you before the bot places a single order, and can be tightened at any time.

Max drawdown stop

If the account falls past your chosen drawdown threshold, all positions close and the bot halts until you re-enable it.

Daily loss limit

A hard cap on how much the account can lose in a single trading day before the bot stops trading until the next session.

Position size cap

No single position can exceed the percentage of your account you set, regardless of how confident the signal is.

One-tap pause

Pause execution instantly from the app. Open positions stay put until you decide whether to hold or close them.

/// FAQ

Straight answers

Can I lose money? +

Yes. Ledgerline trades real securities in live markets, and every strategy can lose money, including all of your principal, regardless of past backtested or simulated performance. Only fund an amount you can afford to lose.

Where is my money actually held? +

In a brokerage account opened in your name with our clearing partner, covered by standard SIPC protection against brokerage failure (which does not cover market losses). Ledgerline never takes custody of your funds directly.

What does the bot actually do day to day? +

It monitors the strategy's published entry and exit conditions during market hours and submits orders through your brokerage account when conditions are met, subject to the risk limits you've set.

Can I see every trade it makes? +

Yes — every order is logged with timestamp, price, and the rule that triggered it, viewable in your dashboard and exportable as a CSV.

How do I stop it? +

Tap "Pause" in the app. New orders stop immediately. Existing open positions remain until you choose to close them or resume automated management.

Set your limits. Fund your account. See every trade.

No performance fee, no lock-in, no promises about returns we can't back up.

Read the FAQ
Funds added

Fund user accounts

Mock account list for demo purposes — not connected to a real user database, and resets when you refresh the page.

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Welcome, jojo

Your account is open but not yet trading. Fund it and set your limits to activate a strategy.

Account balance
$0.00
No funds yet.
The minimum amount required for trading is $50. Your account needs at least this much before a strategy can be activated.
Bot trading
Inactive
Plan: None Win rate: 55%
Session stats
Trades closed
0
Win rate
Net P/L
$0.00
Open positions
SymbolSideEntryP/L
No open positions. Activate bot trading to let the strategy start working.
Trade history
SymbolSideEntryP/LAmountClosed
No closed trades yet.
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Withdrawal history
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Subscription plans

Choose a plan for a better performance.

Starter

One strategy, standard risk controls.

$19/mo
+ standard brokerage commissions
  • 65% win rate
  • 1 active strategy
  • Daily loss limit & drawdown stop
  • Exportable trade log

Self-directed

Bring your own strategy logic.

$99/mo
+ standard brokerage commissions
  • 72% win rate
  • Unlimited strategies
  • Custom rule editor + backtester
  • API access to trade logs