Every order checked before it’s sent. An order goes to your broker only if its strategy is allowed to trade that asset, it stays within your heat limits, and, for a short, you have opted in to shorting. Each order is sent with its stop and one or more take-profits, taken from your signal or your strategy set-up.
What SumoIQ launches with
Launching 2027.
Risk limits that only get tighter. Set limits for your account and for each strategy. A strategy’s limit can tighten the account’s, never loosen it.
Heat caps at every level. Heat is measured per strategy and per account, under a ceiling for your whole portfolio. Each level can only tighten the one above it. Positions SumoIQ picks up from your broker count toward portfolio heat too.
Halts and a basic kill switch. Stop new entries for one strategy, one account or your whole portfolio. A halt never closes positions or cancels your stops; flattening stays your command.
Refuses when in doubt. If SumoIQ can’t read what it needs to check an order, it refuses the order rather than guess.
Your signals, connected. TradingView alerts, QuantConnect, or your own code through our API.
Your brokerage account, linked through your broker’s own authorization screen. SumoIQ is designed to request trading permissions only, never the ability to withdraw funds.
Each strategy set up and assigned. Onboard each strategy and connect it to the account it trades. Each asset in an account belongs to exactly one strategy, so two strategies can’t fight over a position.
Portfolio views. Your positions and heat for each strategy, each account and the whole portfolio, in one place.
Positions checked against your broker. SumoIQ compares what your strategies think they hold with what your broker reports, and shows you any difference.
Just the beginning. What SumoIQ launches with is just the beginning. Many more features will follow, and our founding beta users will help steer which ones we build next.