Trade Execution

Connect your broker once. Let the agent handle the rest.

Trade execution in Charton starts with connecting a broker — a one-time setup. From that point, agents can trade on your account automatically, semi-automatically, or send you alerts only. Before going live, you can test everything on Charton's built-in demo portfolios or on your broker's demo account.

Connecting a broker

Broker connection is done once from your account settings. Depending on the broker, the connection method is either an API key or OAuth 2.0. Once connected, you can link any of your broker accounts to an agent directly from the agents page.

API key

Generate a read/trade key from your broker and paste it into Charton. Your funds stay in your account — Charton only sends orders on your behalf.

OAuth 2.0

For brokers that support it, you authorize Charton directly through the broker's login flow — no key management needed.

Test before going live

Before connecting a live account, you have two options to validate your strategy in real market conditions:

Charton demo portfolios

Built-in demo accounts available to all users. No broker needed — launch an agent, assign strategies, and watch them run on live market data with simulated capital.

Broker demo account

Connect your broker's own demo account the same way you would a live one. Same execution flow, real market data, no capital at risk.

Execution modes

When setting up an agent, you choose how involved you want to be in the execution process:

Fully automatic

The agent executes trades on its own as soon as strategy conditions are met. No confirmation needed.

Semi-automatic

The agent identifies the signal and waits for your manual approval before sending the order.

Alerts only

No orders are sent. The agent notifies you when conditions are met and you decide what to do.

What gets executed

Supported order types depend on the broker. Some support leveraged trading and complex order types, others are spot only. Charton works within whatever the connected broker allows.

On Charton's side, every signal is dispatched in the same second it is generated. Final execution speed depends on the broker's infrastructure.

When something goes wrong

If a broker rejects or fails to confirm an order, the agent stops and you receive an alert immediately. The agent does not retry or continue trading until the issue is resolved. Strategy-level and agent-level restrictions also act as a safety layer — preventing execution that would violate the rules you set.

Agent stops

No further orders are sent until you review and resume manually.

Alert sent

You are notified immediately so you can assess the situation and decide how to proceed.