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.
Used by investors from
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.
Disclosures
Claude, ChatGPT, and Robinhood are trademarks of their respective owners. Portfolio Lab is not affiliated with or endorsed by Anthropic, OpenAI, Robinhood, or any agent or brokerage provider.
Your agent platform and your brokerage have their own terms and risk disclosures governing agentic trading. Review them. Portfolio Lab is not affiliated with and not responsible for either.
Agentic Trading is a Portfolio Lab feature that provides data about your own simulated portfolio to an AI agent you control. It is educational, not investment advice, and Portfolio Lab places no trades. Automated trading involves significant risk, including loss of principal.
See the full disclosures →Why Portfolio Lab
Not a
chatbot.
Language models read, explain, and execute. They don't decide. Portfolio Lab strategies run on specialized models trained on decades of market data.
AI models
predictors working together
datapoints training the AI
years of market history
Strategy Types
Different rulebooks.
One discipline.
Systematic entries and exits. Cash when conditions call for it.
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Momentum Long-Only
Ranks assets by momentum signals and holds the strongest performers. Automatically moves to cash when trends turn negative.
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Momentum Hedged
Momentum-driven asset selection with an AI-activated hedge. When AI detects elevated risk, a hedge is automatically added for downside protection.
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Mean Reversion
Buys oversold assets and exits when prices snap back. Cash is favored when elevated risk is detected. Trades are only entered when market conditions are favorable.
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Leveraged Regime Switcher
AI switches between a primary leveraged ETF and a defensive instrument based on market conditions and risk signals.
Risk-Aware Hedged
Long-only core portfolio. When AI detects elevated risk, a hedge is automatically added to reduce drawdowns.
Tactical Long-Only
AI shifts allocation based on market conditions. Full exposure when risk is low, defensive cash position when it rises.
Tactical Long/Short
AI shifts between cash and an inverse position to maintain a long/short portfolio stance as market conditions evolve.
Momentum Long-Only
AI-optimized trend following. Ranks assets by momentum, holds top performers, reduces exposure when AI detects risk
Momentum Hedged
Same momentum logic with an AI-activated hedge on margin. Full trend exposure plus downside protection.
Mean Reversion Long-Only
AI-optimized contrarian strategy. Buys oversold assets expecting a snapback. Reduces exposure when AI detects risk.
Mean Reversion Hedged
Same mean reversion logic with an AI-activated hedge on margin. Buy the dip with downside protection.
faq
Common
questions.
Agentic trading is when an AI agent, like Claude or ChatGPT, places trades for you. You give it a strategy to follow, and it handles the orders instead of you placing each one by hand.
Give it a strategy, not a wish. A real strategy says what to hold, how much, and when to sell or sit in cash. Portfolio Lab gives your agent that plan every day.
Yes, through a brokerage that lets AI agents connect, such as Robinhood Agentic Trading. Your agent places the trades. Portfolio Lab tells it what to trade. See the Robinhood setup guide →
AI agents can place real trades today, through brokerages like Robinhood. The real question is what they trade. An agent that makes up its own picks can give you a different answer every time you ask. An agent that follows tested rules carries out the same plan every day.
It depends on what the AI is doing. A chatbot picking stocks on its own tends to improvise, and many AI-built strategies that look great on paper fall apart in real markets. That is why we have you test every strategy live, with virtual money, before any real money goes in. Read our research on AI trading bots →
No. We share only today's target allocation for your strategy, tickers and percentages, through a read-only connection. Your agent connects to us for the plan and to your brokerage for trading. The two never touch, and we never see your login, your balances, or your personal data.
No. The prompt builder has an approval mode. Your agent shows you every order and places only the ones you approve.
Claude, ChatGPT, Gemini, Perplexity, Grok, and any AI app that supports MCP connectors. For trading, Robinhood Agentic Trading is the main path, and any brokerage your agent can trade works too. Check out the MCP connection guide →
Only if you run it locally. Run the prompt yourself any time the market is open, schedule it on your desktop, or use a cloud schedule that runs with your laptop closed. The scheduling guide covers all three →
Building and testing strategies is free. Having your agent follow a strategy is part of our Analyst plan. Your AI app may need a paid plan to add connectors. Pricing →
Anytime, instantly. Revoke your key in one click and the connection stops. Or just stop running the prompt.
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 →