ðŊ Platform Workflows & Smart Execution Guide
How Automated SGOV Cash Sweep, NBBO/VWAP Smart Limit Pricing, 1-Click Security Swaps, Pre-Trade Capital Gains, 30-Day Wash-Sale Guardrails, and Smart Campaigns work.
ðĩ 1. Cash Sweep & Auto-Funded Buys (SGOV / BIL / USFR / BOXX)
In ðģ Balances or âïļ Settings → Cash Sweep, configure your preferred short-duration Treasury ETF and cash reserve buffer (e.g. keep $100 uninvested cash and sweep excess into SGOV). TradeConsole enriches every account’s balance with Logical Cash (Free Cash + Parked MMF Market Value). When placing a Buy order that exceeds free cash, TradeConsole automatically calculates and executes the exact MMF share liquidation first!
⥠2. Smart Limit Execution & 1-Click Security Swaps
Open ⥠Trade to generate an NBBO Midpoint + 5-minute VWAP + ATR Execution Plan across one or multiple accounts simultaneously. Switching positions? Use Security Swap (Sell A → Buy B): on Charles Schwab and IBKR, TradeConsole submits a server-side 1st-Triggers-2nd conditional order; on Alpaca and Robinhood, TradeConsole automatically coordinates the 2-leg sequence.
ð 3. Smart Accumulation (DCA) & Trimming Campaigns
Under ðŊ Strategies → ð Smart DCA & Trim, create multi-week target dollar or share campaigns. Unlike blind recurring market buys, TradeConsole evaluates intraday momentum and RSI/VWAP regimes to tilt slice sizes (0.55x on overextended spikes up to 1.65x on pullbacks), places patient limit orders that step progressively toward fill, and tracks your campaign VWAP vs. benchmark alpha.
ðĄïļ 4. Pre-Trade Capital Gains, Tax-Loss Harvesting & 30-Day Wash-Sale Shield
Every Sell ticket estimates your realized capital gain/loss under Minimize Capital Gains (HIFO) vs. FIFO vs. Maximize Gains before you submit, defaulting HIGH_COST lot selection where supported. Meanwhile, ðŊ Strategies → Tax-Loss Harvesting scans all positions for harvestable losses, suggests non-substantially-identical replacement ETFs, and checks your cross-broker 30-day fill ledger (including IRAs!) to prevent accidental wash-sale disallowances.