Case studies

Examples of Interactive Brokers automation and trading workflow development

Representative engagements showing how Talosian software can help professional Interactive Brokers users monitor risk, automate execution, and operate during difficult trading hours.

High Net Worth Individual

Portfolio risk alerts away from the trading screen

A semi-retired trader with an eight-figure long-short equity portfolio used Talosian software to monitor pair prices, portfolio margin values, and account-level thresholds while away from his workstation.

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Small Hedge Fund

Execution automation for illiquid small-cap equities

A small fund with patient capital used Talosian software to work orders throughout the day using selectable execution strategies, daily volume limits, and price constraints.

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Asia-Pacific Wealth Manager

US equity rebalancing during Asia-Pacific overnight hours

An Asia-Pacific wealth manager used Talosian software to calculate portfolio weights and submit rebalancing trades at the US market open without personally managing the process overnight.

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