MULTIPLE BOTS. ONE ACCOUNT. CLEAR OWNERSHIP.
How Botfolio Works
Compatible autonomous bots can scan at the same time. Botfolio coordinates which bot owns each symbol, protects positions that do not belong to a bot, and keeps every strategy in its own lane.
Every position has an owner. No owner = protected.
EXAMPLE 1
Multiple bots scanning different symbols
TrendBot, ZigZagBot and ReversalBot can all scan simultaneously.
TrendBot
● SCANNING
MARA → LONG signal
ZigZagBot
● SCANNING
NVDA → LONG signal
ReversalBot
● SCANNING
TSLA → SHORT signal
↓
MARA
OWNER: TrendBot
NVDA
OWNER: ZigZagBot
TSLA
OWNER: ReversalBot
Different symbols do not conflict. Each bot can continue scanning its full universe while managing the positions it owns.
EXAMPLE 2
Two bots want the same symbol
The first authorized claim owns the symbol until its trade is completely closed.
TrendBot
10:31:42.125
MARA → LONG
MARA
CLAIMED BY TRENDBOT
✓ ENTRY AUTHORIZED
ZigZagBot
10:31:43.410
MARA → SHORT
✕ BLOCKED — already owned
✕ BLOCKED — already owned
ZigZagBot is not stopped. It simply cannot enter MARA while TrendBot owns MARA, and it continues scanning every other available symbol.
TIER
BOT
TIE PRIORITY
1
TrendBot
Highest
2
ZigZagBot
Second
3
ReversalBot
Third
The tier can resolve effectively simultaneous requests. Normal non-simultaneous signals remain first valid claim wins.
EXAMPLE 3
Your existing shares stay protected
Botfolio does not assume a position already in your brokerage account belongs to a trading bot.
| SYMBOL | POSITION | CLASSIFICATION | AUTONOMOUS BOT ACCESS |
|---|---|---|---|
| NVDA | 100 shares | 🔒 EXISTING / PROTECTED | BLOCKED |
| AAPL | 200 shares | 🔒 EXISTING / PROTECTED | BLOCKED |
| MARA | 0 shares | ○ FREE | AVAILABLE |
A bot cannot automatically adopt, sell, stop, trail or modify an existing protected position. Reassignment requires an explicit user action.
EXAMPLE 4
Dividend holdings have their own manager
Dividend positions can be assigned exclusively to Dividend Manager and kept away from autonomous trading strategies.
| SYMBOL | POSITION | OWNER | OTHER BOTS |
|---|---|---|---|
| YMAG | 10,000 | Dividend Manager | NO ACCESS |
| YMAX | 10,000 | Dividend Manager | NO ACCESS |
| MSTY | 2,500 | Dividend Manager | NO ACCESS |
| MARA | 500 | TrendBot | NO ACCESS |
| NVDA | 100 | Protected / Existing | NO ACCESS |
Dividend Manager manages dividend holdings. Trading bots manage their own trades. Existing positions remain protected.
THE CONTROL LAYER
Botfolio sits between strategy and execution
Before an autonomous bot is allowed to create or manage a trade, ownership is checked.
TrendBot
ZigZagBot
ReversalBot
ZigZagBot
ReversalBot
→
BOTFOLIO
Ownership Gate
Ownership Gate
→
Broker Hub
→
IBKR
| POSITION TYPE | DEFAULT OWNER | RULE |
|---|---|---|
| Existing / manual holding | PROTECTED | No autonomous bot access |
| Dividend holding | DIVIDEND MANAGER | Dividend Manager only |
| Bot-created trade | CREATING BOT | Creating bot manages it |
| No position / no claim | FREE | Compatible bots may compete for ownership |
Bots only manage what they own.
If ownership is missing or Botfolio and the broker disagree, the safe response is to lock the symbol — not guess.