Workflow

From connection to live execution with guardrails.

TraderOnSnap keeps trading fast, safe, and consistent across devices.

Four-Step Live Trading Flow

1. Connect

Desktop connects to TWS/IB Gateway (already logged in). Mobile connects through your Client Portal Gateway URL.

2. Validate

Dry-run checks, symbol whitelists, trading hours rules, and max-loss limits keep risk contained.

3. Confirm

Preview order details, then complete two-step confirmation for live trades.

4. Execute

Place stock or multi-leg options trades with profit/loss targets set by percent or dollars.

Desktop TWS / Gateway Flow

TraderOnSnap connects to your already logged-in TWS or IB Gateway session. The app never asks for your IB password.

  • No credential prompts inside the app
  • Fast local routing for live execution
  • Compatible with Windows desktop workflows
Mobile Client Portal Gateway

Use your own Client Portal Gateway URL as the base endpoint for iOS and Android.

You control the gateway, sessions, and environment.

Demo vs Licensed

The demo is fully functional but supports IB PAPER accounts only. Licensed access enables LIVE trading and binds to your IB Account Number.

Safety Flow
  1. Dry-run validation checks rules and limits
  2. Preview order sizing and targets
  3. Two-step confirmation for LIVE trades
  4. Place order with kill switch ready

Strategy Builder Process

Select Strategy

Choose single-leg stocks or options, or multi-leg strategies like spreads and iron condors.

Define Legs

Pick strikes, expirations, quantities, and risk targets with percent or dollar rules.

Validate & Confirm

Run the dry-run validation, preview the order, then confirm live execution.

Setup Checklist

  • Install TraderOnSnap on desktop and mobile
  • Log into TWS or IB Gateway on desktop
  • Set your Client Portal Gateway base URL for mobile
  • Configure risk rules: max daily loss, kill switch, trading hours
  • Test with IB PAPER account in demo mode
  • Activate license to enable LIVE trading

Ready to see the full workflow?

Download the demo or unlock live trading with the full license.

Trust Elements

Credential-Safe

No IB password is requested. Desktop uses logged-in TWS/IB Gateway.

Paper-Only Demo

Evaluate every feature safely with IB PAPER accounts before going live.

License-Gated Live

Live trading is enabled only after license activation tied to your IB account.

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