Methodology

Three principles

Control first

Trade recommendations are presented for manual confirmation by default. The “human” in the loop is the customer. Automation, where enabled, is explicit, rule-based, and user-configured. Alfred Intelligence does not force execution paths or discretionary behavior.

Broker-native execution

Orders are executed through the customer’s chosen broker using official broker APIs. Alfred Intelligence does not custody funds, does not replace broker relationships, and does not intermediate trades. Execution remains broker-native and user-approved.

Security by architecture

Broker credentials remain within the user’s controlled local environment. Alfred Intelligence cloud services never store, proxy, or process user or broker passwords. This design minimizes attack surface, avoids centralized points of failure, and preserves operational transparency.