Platform
The execution engine. And the controls that govern it.
Winzinvest connects to Interactive Brokers and automates the repeatable mechanics of active trading — entries, exits, stops, options rolls, and risk-state changes. Every order clears a sequence of independent gates before it reaches the broker. When any gate fails, the order is blocked and logged.
Execution
From signal to custodian in four steps.
Candidates evaluated against live context
The system screens active strategy candidates and options overlay opportunities against current market regime, account constraints, and portfolio state — not static rules.
Risk gates decide what is eligible
Regime, drawdown, sector exposure, position count, and stop coverage checks run in sequence. Orders that fail any gate are rejected and logged before reaching the broker.
Eligible orders route directly through IBKR
Execution uses direct broker API connectivity. Assets remain at the custodian. Winzinvest is the execution layer — not a custodian, not a middleman.
Positions monitored throughout the session
Stops, options rolls, profit targets, failed-setup exits, and risk state changes are tracked continuously — not just at the open.
Risk Controls
A risk framework built to block, not to enable.
When data is missing, risk state is ambiguous, or any gate fails, the system blocks the order rather than force execution. Client capital should not be exposed to questionable orders because the system wanted to be helpful.
Auditability
Every decision leaves a record.
The system separates order intent from order result, logs rejected candidates with the gate that blocked them, and surfaces regime, exposure, and strategy attribution context in the dashboard. After any session, you can see exactly what happened and why — without asking.
Review the validation center →Required context
- Winzinvest is software infrastructure, not a registered investment adviser.
- Client assets remain at the custodian; Winzinvest does not hold or custody funds.
- Advisors remain responsible for client suitability, mandate design, and all client communications.
- Past performance, live results, paper results, and backtests do not guarantee future outcomes.
Execution is only valuable when it can also refuse.
The system is intentionally conservative. Missing data, failed checks, degraded connectivity, or ambiguous risk state should block new orders — not produce best-effort execution. The Validation Center documents what the system does and what it doesn't do.