Step 1: You own the account
You open or use an Interactive Brokers account in your own name. The account, the money and the securities belong to you, and the brokerage holds them, not Vori Research.
Step 2: You connect with trade-only access
You create trade-only API credentials in your Interactive Brokers client portal and connect them to Charter. These credentials let the software place trades. They cannot withdraw, transfer or move money.
Step 3: The software follows fixed rules
Before the market opens, Charter screens a universe of liquid U.S. stocks using quantitative models and decides which trades to make. The same rules apply every day, with no emotional or discretionary decisions.
Step 4: Risk limits are built in
Every trade follows hard limits: long-only U.S. stocks, no leverage, no more than 4% of the account in any single position, and a stop on every position.
Step 5: Trades are placed in your account
Charter sends orders directly to Interactive Brokers. Every trade appears in your brokerage statements and trade history, and in your Vori reporting dashboard.
Step 6: You stay in control
You can pause automated trading from your dashboard, or revoke the API key in your Interactive Brokers portal, and trading stops immediately. You can also close your brokerage account or move your money at any time, because it's your account.