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Finance

Phase 0 · read-only

Spend caps · the hard money ceiling

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Pending money actions

No money actions pending. Every payment, transfer, or trade is propose-then-commit — it pauses in Approvals for your signature and is pinned by hash. Money movement stays owner-gated forever.

Provider balances · the AI fuel

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Paper portfolio

No live positions. The strategy engine is paper-only — no real broker is connected, so no real order can be placed. Paper→live graduation is a human action, never a flag Nastagia can flip.

Autonomy ladder · path to profit-without-input

P0
Read-only awarenessPull balances/transactions + market data, build this dashboard, propose nothing binding. ← you are here
P1
Paper trading w/ edgeFull strategy loop in paper. Graduates only on walk-forward + Deflated/Probabilistic Sharpe > 0 at 95% confidence, after costs.
P2
Tiny real, per-trade approvalLive but EVERY order human-approved; hard caps (tiny £/trade, daily loss cap, ≤N positions).
P3
Bounded autonomousExecutes within a pre-approved envelope (allowlist + caps + drawdown), kill-switch armed; dual-control to change the envelope.
P4
BroaderWider instruments / larger cap — each expansion is its own P2-style approval.

To unlock Phase 0 awareness (keys you add to .env)

Read-only bank: TrueLayer + Plaid sandbox. Markets (paper): Alpaca paper ($100k free) + IBKR/IG demo. All keys go in gitignored .env only, brokered server-side, never committed. Until then this page reflects internal spend + AI balances only. Not financial advice — consult a solicitor/accountant before any live money.