Order execution

    Carry a portfolio decision through review, routing, and reconciliation

    Research the company, build the model, review the trade, and automate portfolio management in one workspace.

    Market Ontology prepares whole-share DAY limit orders, checks account ownership and broker capability, binds approval to the exact reviewed ticket, routes one idempotent submission, and reconciles the broker response. Payment, chat, imports, and restored drafts cannot submit an order.

    One continuous operating record

    1. 01Evidence and portfolio state establish what changed.
    2. 02Alternatives expose implementation, capital use, and downside.
    3. 03The owner reviews the exact proposal revision and order terms.
    4. 04Eligible orders follow one guarded dispatch path and reconcile to fills.
    5. 05Rules monitor the resulting portfolio without acquiring new authority.

    Authority boundary

    Research can recommend and prepare. Only the owner can grant brokerage authority. Automatic strategies remain bounded by account controls, versioned consent, allowed symbols, and owner-defined limits; broker or data failures pause rather than broaden authority.

    Illustrative portfolio · deterministic calculation

    Prepare a single order before it is sent

    Set one symbol's target weight and inspect the exact unsigned whole-share order this produces, before any account, routing, or broker step.

    Portfolio
    $63,000
    Cash before
    $10,000
    Proposed orders
    0
    Cash after
    $10,000
    SymbolPriceTarget %
    VTI$250

    Example prices are fixed for reproducibility and are not current quotes. Nothing on this page can send or queue an order.

    Exact unsigned preview

    No orders are needed under these settings.

    Continue to restore this setup disabled. Connected holdings and current quotes are compared before a new preview. Live submission always requires separate review and consent.

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