Stop trading through siloed retail apps. Upgrade every brokerage you own.
Native brokerage interfaces keep your accounts isolated, leave idle cash earning near-zero, push wide-spread market orders, and have zero visibility into cross-account wash sales.
TradeConsole connects directly to your existing brokerages — without ever moving custody of your assets — giving long-term investors automated SGOV cash sweeps, institutional VWAP/NBBO limit pricing, 1-click security swaps, and tax-smart execution.
SGOV/BOXX)TradeConsole vs. Native Brokerage Experiences
Retail brokerage apps are built for single-account simplicity — often profiting from your uninvested cash sweep spread and market-order payment for order flow. TradeConsole wraps every brokerage in a unified, investor-aligned execution engine.
| Workflow / Capability | Native Brokerage UI (Schwab / Robinhood / Alpaca) | TradeConsole Unified Experience |
|---|---|---|
| 1. Idle Cash Yield & Auto-Funded Buying Power |
× Uninvested cash often earns 0.01%–0.45% default sweep yield (e.g. Schwab bank sweep). If you manually park cash in SGOV, your buying power reads $0 until you manually sell SGOV first and wait for fills.
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✓ Automated T-Bill Sweep & Auto-Funded Buys: Automatically sweeps idle cash into SGOV / BIL / USFR / BOXX during tight-spread windows, treats parked shares as Logical Cash, and automatically sells exact T-Bill shares to fund new stock buys in 1 click.
|
| 2. Limit Order Pricing & Quote Comparison | × Defaults nudge you toward Market orders (crossing the full bid-ask spread) or leave you guessing arbitrary limit prices with single-venue quotes. | ✓ NBBO + 5m VWAP + ATR Smart Limit Engine: Computes patient, baseline, or marketable limit prices from live Bid/Ask midpoints, intraday VWAP, and 5-minute volatility — plus side-by-side quote comparison across all connected feeds. |
3. Cross-Symbol Rebalancing (Sell A → Buy B)
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× Rotating out of SPY into QQQ requires placing a sell order, babysitting the screen until it fills, recalculating exact proceeds, and manually entering the buy leg (Robinhood & Alpaca lack cross-symbol OTO).
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✓ 1-Click Security Swap Across Every Broker: Uses native server-side 1st-Triggers-2nd (TRIGGER) conditional orders on Schwab & IBKR, and automatically orchestrates sequential 2-leg execution on Alpaca & Robinhood.
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| 4. Multi-Broker Portfolio & Paper Sandbox Unification | × Separate browser tabs, separate logins, inconsistent P/L formulas, and no way to view Taxable, Roth IRA, Rollover IRA, and Paper accounts side-by-side. | ✓ Unified Multi-Broker Cockpit: Aggregates positions, open orders, balances, and 30-day trade history across Schwab, Alpaca (Live + Paper simultaneously), Robinhood, and IBKR with 1-click Paper/Live filtering. |
| 5. Pre-Trade Capital Gains & HIFO Tax-Lot Selection | × Most retail tickets default to FIFO (often realizing your largest embedded capital gains!) without showing your exact dollar gain difference before you click Sell. |
✓ Pre-Trade Min vs. Max Gain Estimator: Reconstructs open tax lots to display exact realized $ gain/loss under Minimize Gains (HIFO) vs. FIFO vs. Maximize Gains before selling, and defaults Schwab & IBKR sales to HIGH_COST.
|
| 6. Cross-Broker & IRA 30-Day Wash-Sale Protection |
× Schwab has zero idea if you bought NVDA in Robinhood or your Roth IRA 12 days ago — silently triggering disallowed tax losses or permanent IRA wash-sale traps.
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✓ 30-Day Cross-Broker Wash-Sale Ledger & TLH Scanner: Syncs fills across all linked brokerages to flag backward & forward 30-day wash-sale windows, plus scans underwater lots with non-identical ETF replacement proxies (VOO → VTI).
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| 7. Multi-Week Accumulation (DCA) & Position Trimming | × Native recurring buys fire blind market orders at fixed dollar amounts even after parabolic rallies — and brokerages offer zero recurring trimming automation for exits. |
✓ Regime-Aware Smart Campaigns & Recurring State Machine: Scales slices (0.55x–1.65x) on pullbacks/rips while guaranteeing horizon completion, progressively reprices unfilled limit orders, and tracks live VWAP benchmark alpha.
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| 8. Personal Pre-Trade Risk & Session Guardrails | × No self-imposed notional circuit breakers, ticker blocklists, or automatic US early-close / extended-hours spread protections. | ✓ Customizable Risk Circuit Breakers: Enforce per-order, hourly, 24h, and 7d notional limits, symbol allow/blocklists, duplicate-order locks, and NYSE holiday / 1:00 PM early-close schedule awareness. |
Six Institutional Engines Working Behind Every Ticket
TradeConsole abstracts away individual broker API quirks into a unified superset — giving every account features that individual brokerages don’t even offer natively.
Automated Cash Sweep & Logical Cash
Schedule daily or weekly sweeps of idle cash above your reserve buffer into liquid Treasury ETFs (SGOV, BIL, USFR, BOXX) during peak bond-market liquidity (10:00–15:45 ET). When you buy a stock, TradeConsole automatically liquidates just enough parked shares to fund the trade.
NBBO + Intraday VWAP Smart Execution
Every ticket displays live 1-day & 52-week price range bars, Google Finance chart deep-links, Bid/Mid/Ask spreads, 5-minute intraday VWAP, and ATR volatility bands — recommending optimal limit prices so you stop donating spread to market makers.
1-Click Conditional Security Swaps
Rebalance from Security A into Security B across one or multiple accounts in a single workflow. Automatically uses native 1st-Triggers-2nd server-side triggers on Schwab/IBKR and synthetic 2-leg execution on Alpaca/Robinhood.
Smart Accumulation & Trimming Campaigns
Deploy $25,000 into MSFT over 8 weeks or trim a concentrated winner over 6 weeks. Dip-tilted sizing buys more on pullbacks and trims more into strength while tracking your realized execution alpha against passive DCA.
Tax-Loss Harvesting & Wash-Sale Shield
Uncovers underwater tax lots even inside overall green positions, pairs them with non-substantially-identical ETF proxies, and cross-checks your rolling 30-day fill ledger across every connected taxable and IRA account.
Broker Superset Adaptation Layer
Automatically rounds fractional share math to whole shares for Schwab, converts SEAMLESS extended-hours orders to DAY + extended_hours on Alpaca, and proactively refreshes expiring OAuth tokens in the background.
Detailed Connection Guides for Every Brokerage
Each brokerage has its own authentication model — from instant Alpaca API keys to Robinhood browser token handoffs and Charles Schwab’s 2–5 day developer app approval. Our guides walk through every click.
Charles Schwab
How to register at developer.schwab.com, apply for an Individual Trader + Market Data app, set exact Callback URIs, and complete OAuth 2.0 linking.
Robinhood
Why 6-digit MFA password logins are blocked on cloud servers, and how to connect in 60 seconds by copy-pasting your Token Handoff URL from an already-logged-in robinhood.com tab.
Alpaca Markets
Generate free $100k Paper (PK...) and Live (AK...) API keys in 2 minutes, connect both side-by-side, and configure IEX vs. SIP feeds.
Interactive Brokers
Connect IBKR Pro/Lite accounts via the local Client Portal Gateway (localhost:5000) or OAuth Web API bearer tokens.
Your Assets Never Leave Your Brokerages. Your Keys Live in an Encrypted Private Shard.
TradeConsole is non-custodial execution software. Every user signs in with Google OpenID Connect and is cryptographically isolated into a dedicated per-user vault shard — zero shared credentials, zero cross-tenant visibility, and zero ad tracking.
0600 permissions and strict Cloud Firestore security rules.
Ready to unify your accounts?
Start with a free $100,000 Alpaca Paper sandbox in 2 minutes, or connect your live Schwab & Robinhood accounts.