Member setup guide
Set up Algo Lisa AutoPilot Agent
Everything below takes about 20 minutes, once. When you are done, Lisa's live trade tickets arrive on your phone and one tap sends the bracket order to your own brokerage account — sized to your risk, not hers.
- 1
Sign in with the email you purchased with
Autopilot is tied to your member account. Sign in with the same email address you used at checkout so your subscription, broker connection and risk rails all attach to one profile.
- 2
Open (or log into) your brokerage account
Alpaca is the fastest path — the account is free, opens online, and connects to Autopilot with an API key pair. If you already trade at another brokerage, you can keep it; we will help you wire it up.
- Alpaca: create an account, complete the brokerage application, and fund it.
- Start in Paper (simulated) mode if you want to watch a few sessions first.
- You never send us money — trades execute inside your own account.
- 3
Generate your API key pair
In your brokerage dashboard open API Keys and click Generate. Copy the API Key ID and the API Secret Key — the secret is shown only once. Paper keys and live keys are separate pairs: paper keys come from the paper dashboard, live (real-money) keys from the live dashboard.
- Paper keys → simulated fills, zero money at risk. Start here.
- Live keys → real orders in your funded account. Use these only after one clean paper fill.
- Keys are encrypted (AES-256-GCM) before storage and can be deleted any time.
- 4
Paste your API keys here
This is the step where execution turns on. Choose Paper or Live, paste your API Key ID and API Secret Key in the form below, and click Connect & test — we immediately verify the pair against your brokerage and show your account equity. Nothing trades until you also finish step 5 and approve a ticket.
- 5
Set your risk rails
This is the most important step. Every order is sized to your numbers, never to Lisa's account size.
- Max risk per trade — the dollars you accept losing if the stop fills (start small, e.g. $50–$100).
- Max notional per trade — the largest position value Autopilot may send.
- Daily loss cap — when hit, approvals pause automatically for the rest of the session.
- 6
Turn on alerts
This step is required, not optional: an approval expires in 90 seconds, so pick how you never miss one. Either enable browser/phone push so the ticket hits your lock screen the instant Lisa enters, or switch on Auto-approve in your risk settings and every trade routes to your brokerage with no tap at all (your sizing, notional cap and daily loss breaker still apply). Send yourself a test approval from the dashboard to confirm the path works.
- 7
Approve your first trade
When Lisa enters, you get the full ticket: symbol, side, size, entry, stop and target. Tap Approve and the bracket order goes to your brokerage account. Unless you turned Auto-approve on yourself, nothing is ever sent without your tap, and every alert expires in 90 seconds so a stale tap cannot fill into a moved market. Any position still open at 3:57 PM ET is closed automatically on your account at the same moment Lisa closes hers, so nothing carries overnight unprotected.
- 8
Go live: swap paper keys for live keys
Once one paper ticket has filled end to end and you are happy with the sizing, open your Autopilot dashboard and click the big 'Switch to live API keys' button. Paste the API Key ID and Secret from your LIVE Alpaca dashboard and click Save & test. Your paper pair is replaced instantly — from that moment every approval you tap places a real order.
- Re-check your risk rails first — live sizing uses your real account equity.
- Start with a reduced max risk per trade for the first live week.
- Disconnect & delete keys on the dashboard stops all execution instantly.
- 9
Watch the session live
Autopilot members can watch Algo Lisa trade live at LiveTradeTalk.com. The setups are called out in real time while she trades them, so you can follow along and ask questions as the session unfolds.
Setup questions
- Do I need a software subscription or a market-data subscription?
- No. Algo Lisa AutoPilot Agent runs on our infrastructure. We carry the software and real-time data costs — you only pay for your own brokerage account and your trading capital.
- Can I run it in paper mode first?
- Yes. Connect Alpaca paper keys and every approved trade routes to your simulated account. When you're ready, click the 'Switch to live API keys' button on your dashboard, paste your live Alpaca pair, and submit — nothing else changes.
- Where do I paste my live API keys?
- On your Autopilot dashboard at /autopilot/dashboard. If you're already connected in paper mode, you'll see a yellow 'Switch to live API keys' box. Click it, choose Live keys, paste the API Key ID and Secret from your live Alpaca dashboard, and click Save & test.
- What happens if I miss an alert?
- Nothing. The alert expires in 90 seconds and no order is sent. Autopilot never chases a trade you did not approve.
- How do I pause or stop?
- Toggle Autopilot off, or disconnect your broker keys, from the dashboard. Both take effect immediately.
- Do trades close automatically?
- Stops and targets ride at the broker as a bracket order, so you stay protected even with the app closed. Day trades are flattened before the close.
Still stuck?
Message Steve D on Discord, watch Algo Lisa trade live at LiveTradeTalk.com, or email steved@tplustwoholdings.com. Setup support is included with your membership.
Educational use only. Trading involves risk of loss. You choose manual approval or auto-approve for each order, and all trades execute in your own brokerage account.