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Broker deployment

Deploy a tested strategy to TradeStation

Choose a worked Aurora example, connect TradeStation, review the paper-to-live rule changes and follow the resulting orders.

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TL;DR

Choose a reviewed candidate and inspect historical and separate paper evidence before connecting TradeStation. Select the intended Cash or Margin account and compare its identity, holdings and buying power; the stock example uses whole shares. Port to Live can disable existing rules and activate the destination. Review its timing separately because paper timing is not copied, then inspect broker orders and use Automated Trading to pause evaluation.

Follow one worked path

Step 1 of 4

Choose one worked candidate

Open the long-term investing example below. Review its GOOG trend rules and completed tests before connecting a brokerage account.

Deploy a long-term investing strategy to TradeStation
What you should see

The linked example contains a prepared Aurora request, saved rules and historical results.

backtest result workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 2 of 4

Read historical and paper evidence separately

Follow creation, historical testing and paper observation in the same conversation. Retain the returned saved draft, test and running paper identities.

What you should see

Each stage has a separate artifact to inspect. A simulation curve is not broker account activity.

broker review workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 3 of 4

Connect and review the broker target

Connect TradeStation using the account steps below. From the tested Paper portfolio, choose Port to Live and review the added and disabled rules before confirming.

Connect TradeStation
What you should see

Confirm & Port can activate the live target. Inspect its account identity, trading policy, orders and active state.

broker review workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 4 of 4

Verify execution and the pause control

Match portfolio events with broker activity. To pause strategy evaluation switch Automated Trading off and Save Changes in the live Deployment Center.

What you should see

Outstanding broker orders and holdings require their own review; pausing does not automatically sell or cancel them.

Inspect the complete deployment outline

Start with a recorded GOOG candidate before connecting TradeStation

Show the table · 4 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

2023-03-302023-12-0626.23%13.19%0
2023-12-072024-08-1418.61%18.27%0
2024-08-152025-04-23-6.01%21.46%4
2025-04-242025-12-3170.86%8.67%0

The fixed GOOG trend candidate buys whole shares when daily SMA50 is strictly above SMA200 and no GOOG is held. It closes the position when SMA50 is strictly below SMA200; equality triggers neither rule. The four historical runs restart with $10,000 each, cash dividends and 0.1% stock transaction fees. They are separate development examples, not one compounded portfolio history.

Choose the example you want to deploy

Connect and select your TradeStation account

Open TradeStation account connection below. Select Connect TradeStation, then Connect my existing account. Complete two-factor authentication if prompted. In Important Disclosures, select I understand and agree, then Connect TradeStation and finish authorization on the broker's site. Return to NexusTrade and let Checking connection finish.

TradeStation can import several Cash and Margin accounts. Open the intended imported account and check its account ID, holdings and buying power against TradeStation. The stock example uses that account, rather than a Futures account.

This example trades whole stock shares. The current NexusTrade adapter uses whole stock shares. Keep the chosen account ID with your deployment notes.

Move the paper rules into the live portfolio

  1. Open the paper portfolio

    Use the separate paper portfolio created from your saved draft. Open its Deployment Center and select Port to Live.

  2. Select TradeStation and inspect the changes

    Read the incoming rules and existing active strategies. The confirmation shows which existing rules will be disabled. Keep the paper source so you can compare later observations.

  3. Confirm the intended deployment

    Select Confirm & Port when the comparison is correct. If active strategies already exist, the button reads Disable existing & Port. This confirmation can activate the live target.

  4. Open the returned live portfolio

    Select Open live portfolio. Verify TradeStation, the intended account and the imported rules. Review the live target's evaluation mode after porting. OpenClose checks near the session's open and close; Constant checks repeatedly at the chosen interval. Keep the observation interval and evaluation cadence in your test notes. Port to Live copies strategies; it does not copy the paper portfolio's timing settings.

Follow the first signal and know how to pause

Review the live portfolio's trading policy and daily limit in the app. Only you can enable automated order approval through the account application or portfolio settings. Aurora can help inspect the rules and events; it does not enable that policy.

When the trend changes, compare the recorded 50-day and 200-day averages, the position guard and the Filled order. Check the resulting cash and GOOG holding in both NexusTrade and your broker account.

To pause strategy evaluation, open Deployment Center, switch Automated Trading off and choose Save Changes. Check that the same live portfolio is paused. Inspect open broker orders and current holdings separately. For a recurring Aurora review, also pause its schedule in Agents.

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