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Native AI + Broker

Connect Apex Cloud

Apex Cloud now has the native AI agent inside the terminal and a Phase-1 IBKR broker adapter path. No IBKR passwords are stored in the cloud. Relay snapshots are outbound-only and read-only.

Native AIConversation historyIBKR RelayNo Cloud Orders

Live setup status

Paste your login token by signing up first, then refresh.

Create Apex Relay key



1. Activate subscription
  1. Create account.
  2. Complete Stripe Checkout.
  3. Open Billing Portal any time for invoices/card changes.


2. Embedded AI agent
  1. Use the AI Agent button on any cloud page.
  2. History is saved server-side and follows the same account across desktop/web/mobile clients.
  3. The agent reads tenant-scoped market, scanner, news and broker-connection context.
  4. It is explicitly read-only: no cloud orders, no SL/TP modification.


3. Connect existing IBKR
  1. Install IBKR Gateway or TWS locally.
  2. Log in locally and complete 2FA.
  3. Click Create Apex Relay key.
  4. Run /relay/install.sh with APEX_CLOUD_ENDPOINT, APEX_WORKSPACE_ID and APEX_RELAY_KEY.
  5. Optional future adapters: OAuth / API credential fallback are modeled but not collecting secrets in v1.
  
Apex Relay is read-only in MVP. Cloud order execution is disabled. Never use Scott demo broker data as customer seed data.





Connect IBKR
Apex AI Agent
Native cloud · tenant scoped · read-only
Apex AI
Ask me about market regime, scanners, X Pulse, LIQ LOW, news, or broker connection status. I cannot place cloud orders.
What is the market read?Top scanner setups?Broker connection status?