Self Operating Brokerage

What Cash Reserve, Wheel Paycheck, and Futures Paycheck each do.

Understanding income systems

Reading your deployed systems and adding new ones.

Using the Systems page

Choose an account, set your allocation, and start a system.

Deploying an income system

Run several systems at once, and how they share capital.

Adding another income system

Minimum allocations, brokerage requirements, and how allocation is validated.

Allocation minimums and brokerage requirements

A tour of the system detail page and what each section shows.

Reading your system detail page

Bring pre-existing broker positions under a system's management.

Importing existing trades into a system

Exit a position yourself instead of waiting for the system's rules.

Closing a trade manually

Permanently remove a system, and what happens to open positions.

Deleting an income system

Prompt a system to evaluate now rather than waiting for its schedule.

Triggering a manual entry

Open and closed trades, execution logs, and how to diagnose an inactive system.

Trade history and execution logs

Editing settings, when changes take effect, and common errors.

Changing your system settings

Austin Bouley

Most common questions about the Self Operating Brokerage

Frequently Asked Questions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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