Agentic trading means letting an AI agent place your trades for you. This guide shows you how to connect your AI agent, like Claude or ChatGPT, to Portfolio Lab so it can trade your investment strategies. Pick your agent below to get set up.
Once connected, your AI agent can trade your investment strategies in Portfolio Lab. Here is how it works. Portfolio Lab runs a read-only feed that serves your portfolio target weights. Your agent reads the feed, sees what your paper portfolio plans to trade, and places those trades. Portfolio Lab never places orders itself.
The connection uses MCP, the open standard for connecting AI agents to outside data. Any agent that supports remote MCP connectors can read your feed.
You need three things:
Pick your agent to start. Each link opens a short setup guide written for that tool.
Don't see your agent? If it supports remote MCP connectors, the setup is the same. Copy your feed link and add it as a custom connector.
Your agent can now read your target weights, but it still needs to know what to do with them. Open the prompt builder in Portfolio Lab to generate a ready-to-use prompt for your agent. Paste it in and your agent can start trading your investment strategies.
Agentic trading is when an AI agent places trades for you. You give it a strategy to follow and it handles the trades, instead of you placing each one by hand.
Yes. Once you connect your agent to Portfolio Lab, it can place trades that follow your investment strategies.
You add Portfolio Lab as a connector in your agent, then use the prompt builder in the app to generate a prompt that tells your agent what to trade. Pick your agent above for step-by-step instructions.
No. Setup is copy and paste. You add a link as a connector and paste in a prompt from the app.
Any agent that supports remote MCP connectors, including Claude, ChatGPT, Perplexity, and Grok.
Yes. Portfolio Lab only shares a read-only list of your target weights. It never sees your brokerage account, never sees your balances, and never moves your money or places trades. The only thing that can act on your account is the separate trading tool you set up, which stays under your control.
The feed is read-only. Portfolio Lab sends target weights and nothing else. It cannot see your account, move money, or place trades. Every action your agent takes requires your permission through your agent's own controls.
Claude, ChatGPT, Perplexity, and Grok are trademarks of their respective owners. Portfolio Lab is not affiliated with, endorsed by, or sponsored by any of these companies.
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Educational & Research Disclosure: The content provided is for informational and educational purposes only and is not intended to constitute investment advice, a recommendation, solicitation, or offer to buy or sell any security. Any discussion of market trends, historical performance, academic research, models, examples, or illustrations is presented solely to explain general financial concepts and does not represent a prediction, guarantee, or assurance of future results. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
