Set it once.
Let the bot trade.

Less than 15 minutes! You can subscribe and complete the entire setup at any time using our self-guided onboarding wizard.

The process is simple: sign up for TastyTrade and Heroku accounts, then follow our step-by-step wizard to connect everything. No technical expertise required — just a web browser.

If you run into any issues, free technical support is available via a 20-minute support call.

The automation system requires basic trading knowledge. While we handle the technical setup and provide ongoing support, you should understand the fundamentals of options trading before getting started.

We recommend you understand concepts like calls/puts, strike prices, and basic risk management. If you're completely new to trading, we suggest learning these basics first — but you don't need to be an expert. The automation handles the complex execution, timing, and emotion management for you.

Plans start at $49/month with no long-term commitment. You can cancel anytime.

That covers the automation software itself — the full execution and exit engine, the self-guided setup wizard, marketplace access, and ongoing support through Discord. Marketplace strategies are separate subscriptions you add on top, and you never have to buy one: you can automate your own signals from TradingView or any webhook instead.

Yes, there are commissions and regulatory fees charged by the brokerage. You can view the complete fee schedule at TastyTrade's fee page and the detailed commissions and fees document (look at the options category).

Important: The fees are wrapped into the cost of the contracts when trading, so the profit you see in a trade is the profit you get. In the vast majority of trades, the profit you make exceeds the cost of the fees. The only exception is on break-even trades with 0 profit, but those costs are covered by other winning trades.

Hosting cost: Heroku cloud hosting for your automation software runs approximately $5-10/month depending on usage.

There are no limits or penalties for withdrawals. You can deposit or withdraw whenever you want. We recommend keeping your balance at or above $3,000 for optimal trading capacity.

For options, we support TastyTrade, Public and Robinhood. TastyTrade was created by the same lead developers who created ThinkOrSwim and was designed to be an API-first broker specifically for algorithmic traders — one of the few brokerages that allow trading options by API, with the liquidity and infrastructure built for software-based trading. For futures we support Tradovate for live trading — note that Tradovate requires $5,000 in the account before it grants API access, which is their rule, not ours — plus a standalone TopstepX automation available to Lifetime holders. You can run any strategy in a full paper-trading mode before going live, and paper futures has no minimum.

While we prefer not to share full account statements as they contain personal information, we're happy to show historical P&Ls, trading journals, and performance data during consultation calls.

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You buy the automation software. What it trades is up to you, and there are three ways to fill a strategy slot:

1. Your own signals — free
Point TradingView alerts, your own software, AI-generated signals, or alerts from another Discord at the webhook your account provides. That costs nothing beyond your plan and works with any strategy you trust.

2. Marketplace strategies — sold separately
Subscribe to a StaxInvesting strategy such as OG, DailyTrend, SMART or STAX ICT, or to one published by another trader. Each is its own subscription on top of your plan — no plan includes one. Your first month on any paid marketplace strategy is free, one per customer, so you can try one before you commit to it.

3. Hybrid — take trades by hand
Run the engine and place trades yourself when you want to, with the same exits and guardrails applied.

Your plan sets how many strategies run at the same time — one on Starter, three on Trader, ten on Max — not how many strategies you get. Each runs independently: on a given day one can win while another loses, which is the reason to run more than one.

No daily trade limits as long as your capital can support it. The Pattern Day Trader (PDT) rule was eliminated on June 4, 2026 — the $25,000 equity floor and the four-day-trade counter no longer exist. Brokers now monitor margin and exposure in real time instead of classifying accounts by trade frequency.

That rollout is happening broker by broker, so confirm your own broker's current status rather than assuming the new framework is fully live on your account.

The software supports both cash and margin accounts — you choose under Account Settings. On a cash account each dollar is used once per day and settles overnight, so our built-in safeguards trade only up to your available balance to avoid Good Faith Violations. On a margin account, capital and realized profit recycle immediately as each trade closes.

Most of our strategies average ~5 trades per day, which our backtesting has found to be most profitable. The software is fully configurable, allowing you to set a max trades per day based on your strategy or preference. No balance thresholds required.

Yes! The automation has an on/off toggle. You have full control over the software and can pause or stop it anytime.

Our historical data shows a 88% win rate that our alerted trades will hit ≥5% profit. However, this stat doesn't include drawdown values and applies more to manual traders.

When you automate trades, you set hard stop losses and take profit values. When accounting for max drawdown, it changes the win rate. Profitability is about math and risk-to-reward ratio - you can be profitable with a 40% win rate if you make 3x more on wins than losses.

Example: With a 50% win rate, making $2 per win and losing $1 per loss, you're still profitable overall.

There is no such thing as a 100% win rate trading strategy. Losses happen regardless of the strategy you follow. The results shown in our demo are cumulative returns - not every customer experiences losses on the same days.

Strategy selection and individual settings significantly affect outcomes. The setup wizard includes recommended settings that offer low-risk and consistent long-term growth.

Yes, losses happen — that's the nature of trading, and plenty of members have had losing stretches. In most cases it's members who set things up on their own, without following our guidance, and get bad results early. Once they reach out for help, we're almost always able to dial in their settings and turn things around. What has never happened: no member has blown their entire account. Automated investing is a long-term endeavor with natural ups and downs, and the members who approach it that way are the ones who succeed.

Crypto remains on our roadmap, but we've chosen to bring futures automation to market first (now live). When crypto launches, it will run as a separate instance on a dedicated crypto exchange.

Full Control: Since crypto runs in its own instance, you'll have all the same controls to adjust settings, enable, disable, pause, etc.

Account Required: Yes, crypto will require an account with a supported exchange, kept separate from your options and futures brokerage.

The software itself does not provide tax reports. Your brokerage provides tax reports. At the end of the year, you'll receive tax documents directly from TastyTrade.

The software license allows 1 license per running instance. You can install on multiple computers, but it can only run on one instance at a time.

Recommended: Cloud Installation - This is how I run it and how all 171 current subscribers run it. Not a single member has opted to run it on their own machine. If you run it on your local computer and turn it off, the software stops running.

Our setup wizard walks you through installing it in your own cloud instance, ensuring 24/7 uptime regardless of your computer's status. If a cloud instance goes down, you can easily reinstall on another.

Crypto is on our roadmap, but our current focus is futures automation, which is live. We'll share crypto timing as it gets closer — keep an eye on the Discord for announcements.

Yes — futures automation is live. We've integrated our platform with Tradovate for live futures trading, bringing the same automation you get on options to the futures market. It runs as its own instance with all the same controls.

One thing to know up front: Tradovate requires $5,000 in the account before it grants API access — that's their rule, not ours. Paper futures has no minimum, so you can run any futures strategy in full paper mode first.

We also offer a standalone TopstepX automation, which runs on your own computer rather than in our cloud. Because of that it's restricted to Lifetime holders only, and it trades only while that machine is on.

Crypto automation isn't available yet — it's on the roadmap behind futures. When it's ready, it will be offered as a separate subscription. Watch the Discord for announcements.

When you purchase the StaxInvesting options automation software, you are not locked in to our strategy! You have the option to use our proven backtested strategy or your own. We have included webhook functionality so you can use your own TradingView strategy, AI strategy, or even the strategy of another group if you wish to do so!

Yes! We offer a white label program where you can offer and distribute our software, branded as your own, to your group and have all of your members automate their trades on your command. Please reach out to support@staxinvesting.com for pricing details.

No. Interactive Brokers and thinkorswim/Schwab offer a single, manually-configured trailing stop on one option leg — with no break-even move, no tightening tiers, and no sibling-leg ratchet. tastytrade offers no trailing order type at all, and Robinhood's trailing stops are stocks-only. StaxInvesting's engine manages the trailing stop automatically, tick by tick.

A standard broker bracket is capped at one stop and one target. Multi-target scale-outs on a single options position — "runners" — aren't offered by retail options brokers; IBKR's scale orders are stock/futures-oriented and their profit legs can't be modified. StaxInvesting splits one position into up to four independent legs, each with its own target, stop, and size.

A broker bracket is static: one take-profit and one stop, set once and left alone. StaxInvesting runs its own engine that manages the whole trade after entry — trailing the stop, moving it to break-even, laddering multiple targets, ratcheting sibling stops when a target fills, and auto-flattening the account when a daily loss cap trips.