Agentic trading is here.
But what do you tell your agent to trade?
Portfolio Lab is the answer. Build investment strategies, validate them live, and let Claude, ChatGPT, or any MCP agent mirror them in your own brokerage account.
Start freethe gap
Connecting an agent
is not a strategy.
The rails exist. The agents exist. What's missing is the rules: what to hold, how much, and when to sit in cash. Portfolio Lab fills that gap.
How It Works
From strategy to
your account.
Build and validate
Build systematic strategies and validate them live in your paper portfolio. Real market data and fills, virtual capital.
Connect your agent
Generate your personal connection link and connect Claude, ChatGPT, or your AI agent of choice.
Run your trading prompt
Your agent reads the day's plan and mirrors it in your account. On demand, or on a schedule.
Run it manually or on a schedule. The guides cover both →
faq
Common
questions.
No. Portfolio Lab serves your strategy's daily plan through a read-only connection. Your agent places the trades through your brokerage's own tools, on your instructions.
Today's target allocation for your portfolio: tickers and percentages. No brokerage credentials, no balances, no personal data.
Never. The connection runs the other way: your agent connects to Portfolio Lab for the plan, and to your brokerage for execution. The two never touch.
Yes, instantly. Revoke your key in one click and the connection dies with it. Or simply stop running the prompt.
No. The prompt builder has an approval mode: your agent shows you every order and places only the ones you approve.
Claude and ChatGPT today, plus any client that supports MCP. Robinhood Agentic Trading is the flagship brokerage path; any broker your agent can trade works too.
Only if you run it locally. Run the prompt manually any time the market is open, schedule it on your desktop, or use cloud schedules that run with your laptop closed. The scheduling guide covers all three →
It's part of the Analyst plan. Building and proving strategies is free. Pricing →
No. Portfolio Lab is a research and simulation tool serving data about your own strategies. Every trade your agent places is your decision and your responsibility. Full disclosures →