Broker deployment

Deploy a tested strategy to TradeStation

Choose a worked Aurora example, connect TradeStation, review the paper-to-live rule changes and follow the resulting orders.

Follow one worked path

validate candidate workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 1 of 4

Review this task's exact candidate

Open TradeStation account connection below. Select Connect TradeStation, then Connect my existing account. Complete two-factor authentication if prompted. In Important Disclosures, select I understand and agree, then Connect TradeStation and finish authorization on the broker's site. Return to NexusTrade and let Checking connection finish.

Open TradeStation account connection
What you should see

The request prepares a saved artifact; it does not authorize an immediate live deployment.

backtest result workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 2 of 4

Read historical and paper evidence separately

Follow creation, historical testing and paper observation in the same conversation. Retain the returned saved draft, test and running paper identities.

What you should see

Each stage has a separate artifact to inspect. A simulation curve is not broker account activity.

broker review workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 3 of 4

Connect and review the broker target

Open this broker's native connection. From the tested paper portfolio's Deployment Center choose Port to Live and review the added/disabled strategies before confirming.

Connect TradeStation
What you should see

Confirm & Port can activate the live target. Inspect its account identity, trading policy, orders and active state.

broker review workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 4 of 4

Verify execution and the pause control

Match portfolio events with broker activity. To pause strategy evaluation switch Automated Trading off and Save Changes in the live Deployment Center.

What you should see

Outstanding broker orders and holdings require their own review; pausing does not automatically sell or cancel them.

Choose the example you want to deploy

Show choose the example you want to deploy

Connect and select your TradeStation account

Show connect and select your tradestation account

Open TradeStation account connection below. Select Connect TradeStation, then Connect my existing account. Complete two-factor authentication if prompted. In Important Disclosures, select I understand and agree, then Connect TradeStation and finish authorization on the broker's site. Return to NexusTrade and let Checking connection finish.

TradeStation can import several Cash and Margin accounts. Open the intended imported account and check its account ID, holdings and buying power against TradeStation. The stock example uses that account, rather than a Futures account.

This example trades whole stock shares. The current NexusTrade adapter uses whole stock shares. Keep the chosen account ID with your deployment notes.

Move the paper rules into the live portfolio

Show move the paper rules into the live portfolio
  1. Open the paper portfolio

    Use the separate paper portfolio created from your saved draft. Open its Deployment Center and select Port to Live.

  2. Select TradeStation and inspect the changes

    Read the incoming rules and existing active strategies. The confirmation shows which existing rules will be disabled. Keep the paper source so you can compare later observations.

  3. Confirm the intended deployment

    Select Confirm & Port when the comparison is correct. If active strategies already exist, the button reads Disable existing & Port. This confirmation can activate the live target.

  4. Open the returned live portfolio

    Select Open live portfolio. Verify TradeStation, the intended account and the imported rules. Review the live target's evaluation mode after porting. OpenClose checks near the session's open and close; Constant checks repeatedly at the chosen interval. Keep the observation interval and evaluation cadence in your test notes. Port to Live copies strategies; it does not copy the paper portfolio's timing settings.

Follow the first signal and know how to pause

Show follow the first signal and know how to pause

Review the live portfolio's trading policy and daily limit in the app. Only you can enable automated order approval through the account application or portfolio settings. Aurora can help inspect the rules and events; it does not enable that policy.

When the trend changes, compare the recorded 50-day and 200-day averages, the position guard and the Filled order. Check the resulting cash and GOOG holding in both NexusTrade and your broker account.

To pause strategy evaluation, open Deployment Center, switch Automated Trading off and choose Save Changes. Check that the same live portfolio is paused. Inspect open broker orders and current holdings separately. For a recurring Aurora review, also pause its schedule in Agents.