In addition to our full-service advisory practice, we have integrated our trading technology (with Collective2) to automatically trade in your real-life brokerage account.  We started this service in the Fall of 2010, and it is designed for investors who want guidance in the stock market, yet they still want to be hands-on during the process. 

Autotrade features include: 

- You control the size of the trade, and set a maximum dollar value for stocks.

- Monitor trades, positions, and profit-and-loss in real time. After you subscribe you can log in to your account and see all your trading status on one screen.  

- You can intervene whenever you want. You can close positions early to take a profit, or to stop a loss. See a trade you like? Increase its size. (Or decrease the size of trades you don't like.)

 

How much does this cost?

We offer a free 30-day free trial.  If you decide to use our services after your trial period is over, we then charge $225 every quarter thereafter.  Click on the following link to sign-up for your 30-day free trial.

Trinity ETF Growth Portfolio

How do I start Auto Trading?

You will be walked through the setup process by an AutoTrade Setup Wizard. The Wizard will list the brokers that are compatible with the system you trade. It will let you type in an account number (if you already have an account) or will provide a link through which you can open a compatible auto trade account.

Watch Tutorial

What if my broker isn't listed?

You can open account with a broker listed, or we will email you our trades the night before, in order for you to manually trade them in your own brokerage account.


Do you still have more questions?

Contact Us.