Institutional · Discretionary PMs, Desks & Prop Firms

Turn Your Trading Edge Into a Repeatable Process

Whether your edge lives in a portfolio manager's head or in a model, we help institutional teams make it explicit, structured, and reviewable — a documented process you can run, audit, and improve, instead of something stuck in screenshots, spreadsheets, or one trader's intuition.

Tell us about your desk

Describe your team, your current data stack, and where the workflow breaks. We'll get back to you same day.

Fixed scope, money-back guarantee — and you keep all the code, with 30–90 days of support after handoff.

Under NDA from day one

Your process, data, and edge never leave the room.

Fixed scope, fully yours

A free scoping call, then a build you own outright. No retainers, no lock-in.

Money-back guarantee

If it doesn't do what we agreed, you don't pay. You're buying an outcome, not a timesheet.

Two Ways We Work With Desks

Two Ways We Work With Desks

Start here

Codify your edge — discretionary & macro

Your read on the market, how you size into conviction, how you cut risk — it works, but it lives in your head. It doesn't transfer to the desk, it's hard to review honestly, and you can't improve what you can't see. We sit with you to make your method explicit — how you interpret setups, project and allocate capital, and manage risk — then turn it into a documented, data-backed loop your team runs and refines. We don't hand you a view; we make YOUR process repeatable.

If you're systematic

Infrastructure & integration — systematic & quant

Already systematic? With a full quant and dev bench, you may not need us. But for emerging CTAs without the headcount — or any desk that wants outside eyes on execution and data — we build the plumbing: IBKR integration, execution-quality review, data pipelines, and reporting.

What We Do

What We Do for Institutional Teams

Codify your edge — what we deliver

Process mapping

We sit with your PM(s) and externalize the real decision process: entry/exit logic, conviction and sizing rules, risk limits, and the signals you actually act on.

Structured capture

Turn that method into structured data — chart context, rationale, sizing, and risk per decision — logged consistently instead of remembered selectively.

Review loop

A periodic review pack: what you did vs. your stated process, where you drifted, and what's actually working — so the process improves instead of just repeating.

Repeatable handoff

Documentation and tooling so the process survives a busy week, a new analyst, or a growing team. A system, not a habit.

Infrastructure & integration — what we build

Data pipelines & integration

Export → storage → tooling: move chart context, trade data, and execution records out of individual platforms into systems your team can query, including broker and data-provider API integration.

Reporting & analytics for desks

Structured reporting and dashboards across multiple traders: performance and process attribution, review packs, and the data model underneath them.

Execution quality & review

Fill, slippage, and latency analysis and execution-process audits, plus the structured data layer that makes them repeatable, not one-off.

Team workflow & handoffs

Multi-seat journaling and review, analyst→trader→automation handoffs, and the process documentation a growing desk needs.

How We Work

How We Work

  1. 01

    Scoping call

    We map your stack, your team's workflow, and where it breaks.

  2. 02

    Fixed-scope proposal

    A defined deliverable and price, not open-ended hourly billing.

  3. 03

    Documented build & handoff

    Pipelines, schemas, and runbooks your team or developers can operate and extend.

Start with a scoping call. We map your stack, scope the deliverable, and send a fixed proposal — no retainers, no open-ended billing.

Book a Scoping Call

Who's behind it

Built by Little Bird Trading

Built by an operator, not an agency. 10+ years building automation and proprietary trading algorithms — systems running on-exchange across the US, Korea, Japan, Singapore, Hong Kong, Europe, Canada, and Australia, spanning stocks, futures, options, currencies, bonds, commodities, crypto, and event contracts. You work directly with the person building it.

For desks building on top of IBKR or other broker APIs, see the IBKR integration page for the specific integration path. Or review the product to understand the data model your team would be building on.

More from Little Bird Trading →

Common Questions

Questions Firms Ask

I trade discretionary — what do you actually deliver?

A documented version of your OWN process plus the tooling to log and review it: how you read setups, size, and manage risk — captured as structured data and a repeatable review loop. We don't give you a method or a market view; we make yours explicit and improvable.

We're a small systematic shop — is this for us?

Yes. Established quant funds usually have the dev bench in-house; emerging CTAs and small systematic desks often don't. We handle IBKR integration, execution review, pipelines, and reporting so you don't have to hire for it yet.

How does pricing work?

After a free 30-minute scoping call, you get a fixed-scope quote — no hourly meter, no cost overrun. It's backed by a money-back guarantee: you pay for delivered work, not a running timesheet.

Who owns the code and pipelines you build?

You do, entirely. We build in your environment, then hand off with training and documentation you keep — plus 30–90 days of post-delivery support to catch any bugs or issues.

How do you handle our data and confidentiality?

We sign an NDA, and your data stays in your environment — we build around your infrastructure rather than moving your data out.

Is this a one-time build or ongoing?

Either. Both include 30–90 days of support after delivery so nothing breaks once we hand off.

What brokers and data providers do you work with?

IBKR is our primary focus — we have existing IB integration code and run as an IB Pro account. We also work with Alpaca, FMP, Bybit, and others; since data is data, we can integrate effectively any provider you use.

Do you give trading advice or signals?

No. We build the data, integration, and workflow infrastructure behind your trading — not the trading decisions. No advice, no signals, no managed accounts. Even the discretionary work is process engineering — we systematize the method you already have; we don't supply one.

How long does an engagement take?

Timeline is part of the fixed-scope proposal you get after the scoping call — scope, price, and schedule up front.

Who is this for?

Discretionary PMs and macro traders who want their process documented and reviewable; emerging CTAs and systematic desks that need the data and infra layer without a full dev bench.

Book a Scoping Call

Book a Scoping Call for Your Desk

Describe your team size, the platforms you trade on, your current data stack, and where the process breaks. We scope the deliverable and send a fixed proposal.

We help you structure and systematize your own trading process and the infrastructure around it. We do not provide a trading method, a market view, investment advice, signals, recommendations, regulated/compliance services, or managed accounts.

Boundaries

What This Is and Is Not

Disclaimer

Planning support only

MyLinedChart helps institutional teams organize chart context, trade data, executions, process documentation, and related infrastructure. Consulting does not provide investment advice, trading recommendations, a trading method, signals, a market view, compliance services, regulatory filings, broker recommendations, tax advice, legal advice, market-data guarantees, or automatic trade placement. Process documentation engagements capture and externalize YOUR existing method — we do not supply one. All technical work is delivered as infrastructure your team owns and operates.

Next Step

Book a Scoping Call for Your Desk

Show us your current stack and where it breaks. We'll scope the deliverable and send a fixed proposal.

Book a Scoping Call