Custom Trading Automation

How Moneyplication's consulting service translates your trading strategy into a fully automated execution system you own.

How the Consult service works — from initial discovery through deployment, monitoring, and scale.

What Consult is

Consult is custom engineering. You bring your trading strategy; we build the automated system that executes it. The scope covers everything from signal generation through risk management to broker API integration and live monitoring.

This is not a SaaS product you subscribe to. It is a consulting engagement that produces a complete, working trading system deployed on your infrastructure. When the engagement ends, you own the source code, the documentation, and the intellectual property. No lock-in. No recurring platform fees. No dependency on us to keep it running.

Every build follows the same structured methodology — the Moneyplication Method — adapted to your specific strategy, markets, and broker setup.

The Moneyplication Method

Nine phases grouped into three stages. Each stage has a clear outcome, and the engagement is structured so you can stop whenever you are satisfied with the result.

Simplify (Phases 1–2, ~20% of effort)

Strip the ambiguity. The goal is to take what is in your head — or in a mentor's framework, or in scattered notes — and formalize it into explicit, testable rules.

Phase 1: Discovery. A free call where we learn your trading style, your edge (if you have one), and which path fits. If you do not have a fully defined strategy, we help you formalize one — or configure a forward-tested system from our internal library.

Phase 2: Rule extraction. Your rules (or ours), written down as explicit logic — entries, exits, filters, position sizing. Every condition that triggers a trade or modifies an open position gets documented. The output is a specification that both you and the engineering team can verify.

Outcome: Your edge, written down. A document you can review, challenge, and approve before any code is written.

Codify (Phases 3–6, ~55% of effort)

Make it executable. This is the engineering core of the engagement — four phases that take your specification and turn it into a production-grade system.

Phase 3: Signal architecture. Design the signal generation layer. Sources include TradingView webhooks, custom scanners, or proprietary data feeds. This phase also handles smart routing — for example, generating signals on spot charts but executing in futures or option spreads.

Phase 4: Risk engine. Per-account position sizing, exposure limits, and drawdown controls. Your risk tolerance, codified into rules that the system enforces on every trade.

Phase 5: Execution build. The custom backend connecting signals to your broker's API. Direct API integration — no browser automation, no screen scraping.

Phase 6: Validate. Forward testing through paper trading on your actual broker account. The system runs against live market data with no real capital at risk. This is where edge cases surface — unusual market conditions, exchange holidays, order rejections — and get handled before real money is involved.

Outcome: Your strategy becomes code. A tested execution engine running on cloud infrastructure, verified against live market conditions.

Multiply (Phases 7–9, ~25% of effort)

Scale without manual effort. The system is live — now it needs monitoring, iteration, and expansion.

Phase 7: Deploy. Production deployment on cloud infrastructure. Start with conservative position sizing. The system operates independently of your local internet or power — orders execute even if your machine is off.

Phase 8: Monitor and iterate. Trading journals, a live Dash with equity curves and trade logs, real-time alerts. We refine the system until execution matches your thesis. This phase runs as long as you need it.

Phase 9: Scale. Run multiple strategies simultaneously across every account. Add new asset classes, timeframes, or broker accounts. The kind of diversification that is not manually possible.

Outcome: Machines run your rules. You monitor, adjust parameters, and add strategies — the execution is handled.

What you get

At the end of the engagement, the deliverables are concrete:

  • Full source code — every line of the execution engine, deployed and running
  • Working system — signal source through risk engine through broker API, live in production
  • Live Dash — real-time equity curves, trade logs, system health metrics
  • Per-account analytics — P&L, R-multiple tracking, and performance breakdowns for each connected account
  • Documentation — system architecture, configuration guide, operational runbook
  • Independence — you operate and maintain the system yourself, or engage us for future iterations

Pricing

Transparent hourly billing, time and materials. You pay for the exact value delivered — no fixed-bid estimates, no complex tiers. See pricing details on the consult page.

The engagement starts with a deposit that is fully credited as your first hours of work. Submit an intake form for a quote scoped to your specific strategy and requirements.

ℹ️

Every strategy is different. A single-instrument trend follower and a multi-leg options portfolio manager require different levels of engineering. The discovery call establishes scope before any commitment.

IP ownership

All source code, documentation, and intellectual property produced during the engagement belongs to you. We operate under strict confidentiality agreements. Your strategy logic remains your intellectual property. The execution engine runs on your private infrastructure — we do not retain access after handoff unless you request ongoing support.

Who this is for

Consult works for traders and firms at specific stages:

  • Traders with a proven manual strategy — you have an edge that works when you execute it consistently, but manual execution introduces errors, fatigue, or missed opportunities
  • Multi-strategy managers — you run multiple strategies across accounts and need unified execution with per-account tracking
  • Prop firms — you manage capital for others and need reliable, auditable automated infrastructure
  • Trading educators — you teach a methodology and want to offer automated execution to your audience, with per-subscriber analytics

This is not for traders looking for a strategy. If you do not have a defined approach — whether your own or one from our library — the discovery call is the place to figure out the right path.

Next steps

Submit the intake form to describe your strategy, markets, and requirements. We respond with a scoped estimate and schedule a free discovery call.

See Capabilities and technical stack for supported brokers, infrastructure, and languages.
See Execute overview for the self-service automation platform (free tier, no consulting required).

This is engineering infrastructure, not investment advice. All trading involves risk of loss.