intermediate · 75 minutes
APEX Terminal Operator
Demonstrate NOVA signals, options flow, and paper trading without implying Silver Owl is a broker-dealer.
What APEX is
Intelligence and paper execution, not a brokerage.
The APEX contractreading · 12 min
# The APEX contract
APEX is an AI trading intelligence terminal: watchlists, market pulse, options flow, sentiment, greeks/GEX, and NOVA-TRADER signals, with Alpaca-backed paper trading.
Silver Owl is not a broker-dealer. Do not describe APEX as a place where customer funds are custodied or live orders are routed for clients. Paper trading proves the workflow. It does not prove a production brokerage, investment-advisor registration, or guaranteed returns.
Open https://apex-terminal.io and start from the dashboard demo path.
Paper portfolio readinesspractice · 10 min
# Readiness check
1. Open the APEX dashboard demo path.
2. Confirm the watchlist, market pulse, and paper portfolio render.
3. Label the book as paper. The seeded demo uses a `$250K` paper portfolio, about 12 positions, and 5 watchlist alerts.
4. If credential login is unverified, stay on the dashboard demo path and say so.
5. Do not place a live order in a customer-facing demo.
If a market-data widget is stale, name it and continue with the visible paper book.
Signals and flow
Show NOVA with assumptions, then flow and greeks as context.
Read a NOVA signalwalkthrough · 14 min
# NOVA signal
Open one NOVA v2 signal. Walk the thesis, horizon, and risk notes. If a backtest panel is visible, describe it as historical simulation on the stated window, not a promise of future performance.
A signal is research context for the operator. It is not personalized investment advice and it is not an order. If the model is unavailable, use a seeded signal card and keep the same caveats.
Options flow and greekswalkthrough · 12 min
# Flow and greeks
Show live or delayed options flow and sentiment next to the paper book. Greeks and GEX explain positioning; they do not forecast a print.
Never invent volume, unusual-flow prints, or IV ranks when the pane has not loaded. If a feed is delayed, say delayed. Then return to the paper position the buyer can actually inspect.
Paper close
Finish on a paper action and an honest next step.
The ten-minute APEX scriptpractice · 12 min
# Ten-minute sequence
- Minute 0-2: state that this is intelligence plus paper trading, not a brokerage.
- Minute 2-5: watchlist and one NOVA signal with risk notes.
- Minute 5-8: flow or greeks as context.
- Minute 8-10: paper portfolio, one position, and a paper (not live) next action.
Ask which research or execution workflow currently lives in three disconnected terminals.
Regulatory and data boundariesreading · 15 min
# Boundaries
The demo can prove navigation, signal inspection, flow/greeks context, and paper-book workflow. It does not prove live customer execution, custody, best-ex, or a registered advisor relationship.
Do not quote expected return, win rate, or "set-and-forget" automation. Ledger and Lumen may appear as related financial primitives; do not merge those products into APEX during the demo.