Your personal trader. Inside the account you already have.

Works withE*TradeWebullPublictastytradeMoomooRobinhoodvia Agentic Trading

Pick a play, like Capitol Gains or Chip Wars. Test it free with virtual money, then let it run in your own account.

Start free
View performance

No credit card required.

SEC registered
SIPC member
128-bit+ encryption

Illustrative example. Not investment advice or a recommendation to buy or sell any security.

Used by investors from

Why run a playbook

Anyone can make money when markets go up. The difference is what happens when they don't.

Pros don’t wing it. They run playbooks: rules for what to hold, when to cut back, and when to step aside. Now you have a trader that runs yours.

With rules Without
HEDGE ON BACK IN TO CASH
Illustrative only. Shows how a rules-based strategy is designed to respond to changing conditions. Not a performance claim and not indicative of any outcome.
1
Build your playbook
Run one play, or several side by side
2
Connect your brokerage
E*TRADEWEBULLPUBLICTASTYTRADEMOOMOOROBINHOOD
3
Set the amount
Your trader never touches the rest
4
Your trader runs it
Every trade, placed automatically
LIVE

How it works

Get started in minutes.

Test any play free with virtual money first. When you’re ready, connect your brokerage and choose how much your trader manages.

Prefer Claude or ChatGPT? Your AI can run the play too.
‍See agentic trading →

Why Portfolio Lab

A trader that never takes a day off.

It reads the market every trading day and runs your playbook by its rules. No guessing, no panic selling, no forgetting to check.

7

AI models

200+

predictors working together

1B+

datapoints training the AI

35+

years of market history

pricing

Start free.
Scale when ready.

No credit card to start.

explorer

Free
forever
Build strategies and prove them in live markets, with virtual money.
Deploy with real money in-app, managed for you
Ready-made and custom strategies across 1,000+ assets
A live paper portfolio
Core metrics and limited weekly usage

Analyst

$8/mo
Your playbook traded for real, in your own brokerage account.
Everything in Explorer, plus:
Agentic investing, full data: exact position sizes and the trades to place
Deeper analytics and unlimited usage
1 brokerage connection
1 strategy per connected account
Deploy stock and ETF strategies in your own brokerage

Quant

$24/mo
Run everything Portfolio Lab can build, across every account you have.
Deploy leveraged and crypto ETF strategies in your own brokerage
Full analytics suite
Everything in Analyst, plus:
3 brokerage connections
5 strategies per connected account
Start free

No credit card required.

SEC registered
SIPC member
128-bit+ encryption

faq

Common
questions.

What is Portfolio Lab?

Portfolio Lab is your personal trader. You pick plays, like Capitol Gains or Chip Wars, and set how much your trader manages. It runs your playbook in the brokerage account you already have and never touches the rest. You can test any play free with virtual money first.

Do I have to move my money?

No. Your money stays in your own brokerage account. You connect the account, and we trade only the amount you set.

Is it safe to connect my brokerage?

You sign in through your brokerage's own login. We never see or store your login information, and you can disconnect at any time.

Will you touch my existing holdings?

No. We only trade the shares we buy for you. Everything else in your account stays untouched.

How much of my account do you manage?

Only the amount you set. You can change it whenever you want.

Which brokerages can I connect?

E*Trade, Webull, Public, tastytrade, and Moomoo, with more on the way. Robinhood works through Robinhood Agentic Trading.

Does Portfolio Lab work with Webull?

Yes. Connect your Webull account, set the amount you want us to manage, and your strategy runs there. The rest of your Webull account stays untouched.

Does Portfolio Lab work with E*Trade?

Yes. Connect your E*Trade account, set the amount you want us to manage, and your strategy runs there. The rest of your E*Trade account stays untouched.

Can I connect Robinhood?

Robinhood does not allow direct connections from outside apps. You can still run your strategy there through Robinhood Agentic Trading, where an AI app like Claude or ChatGPT follows your plan. See the Robinhood setup guide.

Is Portfolio Lab free?

Yes. Building strategies and testing them with virtual money is free, for as long as you want. Running a strategy in your own brokerage account is part of our Analyst plan, at $8 a month.

What happens if I want to stop?

Pause or disconnect at any time. Stopping never sells anything on its own.

Put your personal trader behind your money.

Keep your brokerage. Test any strategy free first, with virtual money.

Start free