Automated investing

Your account.A systematic approach.

Automated strategies in your own brokerage account. Choose the products, set your allocations and decide when execution begins.

Explore the setup Understand your controls

Explore first. Trading begins only after you activate.

Independent solid pine vault-like cube inside open silver frame.

SquaredQ / Form & function

The direct answer

SquaredQ is subscription software for algorithmic trading in a separately held customer brokerage account. You choose strategies, allocations and risk settings. After you activate, the selected algorithms determine underlying trades. Your broker handles custody, deposits and withdrawals.

Built around your decisions

Ownership, made practical.

Your broker account

See your holdings and manage funding directly with your broker.

Explore broker connections

Your configuration

Select products, size allocations and review the account-level risk response.

Explore allocations

Your activation decision

Review first, then activate. Understand disconnect and close controls before trading.

Understand the controls

Automated investing, with the account still yours.

For investors who want systematic execution and a direct relationship with their broker, the structure matters as much as the strategy. Where does the money sit? Who chooses the allocation? What happens when you stop the software?

SquaredQ connects standardized algorithmic strategies to your own supported brokerage account. You choose the products, configure capital allocations and account-level risk controls, then explicitly activate execution. The algorithms handle the underlying trading decisions after activation. Your broker remains the place to view holdings, fund the account and request withdrawals.

This is a way to organize automated investing around an account you maintain yourself. It is not a promise of a particular return, a replacement for due diligence or an assurance that automation suits your circumstances.

Choose the strategy. Set the allocation. Decide when to activate.

Control is most useful when it names real decisions. Within SquaredQ, you select from the available standardized products and assign a fixed capital amount or percentage of account net asset value. You review the configuration and choose when execution starts.

You can also configure account-level drawdown or absolute-NAV thresholds and the supported response. These controls can attempt to disconnect execution or disconnect and close positions. They cannot guarantee a maximum loss: gaps, liquidity, outages and broker restrictions still matter.

After activation, the algorithm determines securities, target weights and timing. Calling this “complete discretion over every trade” would obscure how automation works. You control the account configuration and activation; the selected strategy supplies its trading decisions.

Compare the investment structure before the headline return.

A fund allocation and a software subscription create different relationships. The SEC’s investor guide explains that hedge funds pool capital and can restrict redemption opportunities, including through lock-up periods or suspension provisions. The particular fund’s documents govern the arrangement. Read the SEC’s hedge fund guide.

SquaredQ’s documented workflow connects to a separately held customer account. You are purchasing access to software rather than subscribing investment capital into a SquaredQ pooled fund. Your exit workflow runs through software controls and your broker, with the practical constraints of the assets you hold.

The useful comparison is ownership, authority, costs and liquidity. A fund’s domicile alone does not establish its quality. Nor does the appeal of account-level control establish that investors as a whole are abandoning hedge funds. Compare the actual terms of each option.

Two different arrangements

Own-account automation
and pooled funds.

A structural comparison. Individual fund terms, account eligibility and protections vary.
Question	SquaredQ software + your broker	Hedge fund investment
Where capital sits	Your separately maintained brokerage account.	Capital is pooled within the fund structure.
Investment decisions	You choose products and allocations; activated algorithms determine underlying trades.	The fund manager invests under the fund mandate.
Stopping the relationship	Software cancellation, execution disconnection and liquidation are separate actions.	Redemption is governed by the fund documents; restrictions may apply.
Getting cash back	Broker withdrawal procedures, settlement, liquidity and margin requirements apply.	Fund redemption provisions and the liquidity of its investments apply.
What to verify	Strategy evidence, software terms, broker entity, execution permissions and total costs.	Offering documents, manager, administrator, custody arrangements, fees and redemption terms.

A serious broker relationship deserves precise language.

Interactive Brokers reported $962.8 billion in ending client equity for August 2026, in its September 1 release-close to $1 trillion. The reported measure is client equity, rather than assets under discretionary management. Source: IBKR monthly brokerage metrics, reviewed September 14, 2026.

Scale provides context; it does not guarantee your strategy’s performance. Before connecting, verify the legal entity carrying your account, the relevant regulatory register, account permissions and applicable protections. A documented technical connection does not imply a commercial partnership, broker approval of a strategy or regulatory approval of SquaredQ.

SquaredQ’s IBKR connection uses a local Gateway or Trader Workstation session. Check the connection requirements, including ongoing authentication, before planning live execution.

An exit should be understandable before you enter.

Subscription software should make the ongoing service relationship understandable. Before purchasing, check the billing period, renewal terms and cancellation effects. SquaredQ’s current order summary and agreement govern those details; do not assume a one-click action means an immediate refund or that a licence cancellation closes investments.

In the documented MyAlgo workflow, Disconnect Strategy disarms execution, cancels working orders and clears the configuration while leaving existing positions at the broker. Close all positions is a separate action that attempts account-wide liquidation, including manually opened positions. Orders can be delayed or fail.

After selling, settlement, margin requirements and the broker’s withdrawal procedures still apply. Read the stop, cancel and close guide before you need to use the controls under pressure.

Build confidence in the process before committing capital.

Start with the strategy factsheet: instruments, exposure, assumptions, drawdown and whether the results are hypothetical or live. Then consider the interaction with your existing holdings and the total cost of the service, broker execution and financing.

Use Portfolio Studio to explore allocation assumptions. Where your chosen broker supports it, paper trading can help you understand operation before live activation, while remaining an imperfect model of real execution. Review the broker connection, account risk settings and stop behaviour separately.

A modern investing experience should make these decisions visible. Explore SquaredQ with those questions in mind, and activate only after you understand both the strategy and the account workflow.

Questions, answered

Automated investing.
Clear responsibilities.

What is automated investing with SquaredQ?

SquaredQ provides subscription software for standardized algorithmic strategies connected to your own supported brokerage account. You choose products, set allocations and account-level risk controls, and activate execution. The selected algorithms then determine underlying trades without requiring approval for each order.

Does SquaredQ hold my investment money?

Your investment capital is held in your separately maintained brokerage account. Deposits and withdrawals take place through your broker. Payments to SquaredQ purchase software services; they are separate from investment capital.

How is this different from investing in a hedge fund?

With SquaredQ, you connect software to your own brokerage account. A hedge fund pools investors’ capital under its fund structure. Fund redemption terms vary and may include lock-ups or limited withdrawal windows. Read the fund documents and compare the actual arrangements.

What decisions do I keep control over?

You select the available strategies, allocate capital, configure account-level risk thresholds and choose when to activate or disconnect execution. Once activated, the strategy determines its underlying trades. Account control does not mean reviewing every order or receiving personalized investment advice.

Can I cancel a subscription without selling my investments?

Cancellation of a strategy entitlement does not automatically liquidate positions. Review current billing terms for timing and renewal effects. Disconnecting execution, closing positions and withdrawing cash are separate actions with different consequences.

Can I withdraw money whenever I want?

You request withdrawals directly from your broker, subject to available settled cash, margin obligations, account restrictions and the broker’s procedures. Disconnecting a strategy does not turn investments into withdrawable cash. Selling may incur losses, costs and taxes.

Can SquaredQ connect to Interactive Brokers?

The documented IBKR connection uses a local IB Gateway or Trader Workstation session in the MyAlgo environment. Account eligibility, permissions and authentication requirements must be checked before activation. See the IBKR connection guide.

Does using a regulated broker make automated trading safe?

Broker regulation and investment performance are separate questions. Check the precise legal entity that carries your account, its registration and the protections available in your jurisdiction. Automated strategies can lose money; broker regulation is not an endorsement of SquaredQ or its strategies.

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