AI,
Meet your portfolio.

Give your assistant the missing context: your actual brokerage accounts. Explore holdings, discuss a trade, and turn the conversation into an order you can review.

Connect your assistant Explore the docs

Buy $100 of AAPL in my Robinhood account.

Trade It

I’ve prepared your AAPL order in Robinhood. Here are the details:

Buy AAPL

Apple Inc. · Equity

Awaiting review

Brokerage: Robinhood
Account: Individual
Side: Buy
Amount: $100.00
Order type: Market
Time in force: Day
Execution price: Market price at execution

Review & execute

Opens the example in Trade It. Review your account and order before placing it.

Would you like to execute this order?

Awaiting your approval · no order placed

Illustrative conversation · client presentation varies

Works with MCP clients including

Connected to the brokerages
you already know.

Explore coverage

Less switching apps.
More connected thinking.

Research becomes more useful when your assistant knows what you already own. Trade It brings brokerage-backed account information and trading tools into MCP-compatible clients.

Ask for account balances, look up an asset, or prepare a multi-leg options order. The agent uses structured tools; you stay involved in the decision.

Streamable HTTP endpoint

https://mcp.tradeit.app/mcp

How to connect

1. Add the Trade It server to your MCP client.
2. Sign in through OAuth when prompted.
3. Connect your brokerage in Trade It.
4. Ask about your accounts or draft a trade.

Find instructions for your client →

Real tools. Personal context.

From a single holding to a shareable options setup, Trade It gives the assistant a structured way to work with your accounts.

search_assets

Gets info on a stock or crypto by ticker symbol or name. Returns latest price and metadata.

get_accounts

Get all brokerage accounts for the user and link new ones. Use refresh=true to pull fresh balances and buying power from the brokerage when eligible with a Pro plan; otherwise the last synced values are returned. Check each account's synced_at to see how fresh the values are. Currently supported: Charles Schwab, Coinbase, ETrade, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation, TradeStation Paper, Webull

get_holdings

Get holdings for a brokerage account. Use refresh=true to request fresh data when eligible with a Pro plan; otherwise cached daily data is returned.

get_trades

Get the user's recent trades with cursor pagination. Use refresh=true to request fresh brokerage sync when eligible with a Pro plan; otherwise existing synced trades are returned.

create_options_trade

Create an options trade order with one or more legs (spreads, single options, etc.).

create_trade_link

Create a shareable Trade Link from a trade configuration.

Explore every tool

Connected, with permission

Your access. Your choice.

Use OAuth when your client asks you to sign in, or create a revocable API key. The assistant acts within the access you grant.

OAuth authentication →
Manage API keys →
API key authentication →

A deliberate last step

From “what if” to “review this.”

Start with a draft. Check the account, size, price, and option legs before giving explicit approval to execute the order.

Security practices →

An idea worth sharing

Take the trade out of the chat.

Create a Trade Link from a setup so someone else can review it, edit the details, and use their own brokerage account.

Explore Trade Links →

A few useful details.

Can I connect my own AI agent?

Yes. Use an MCP client that supports Streamable HTTP and Trade It’s authentication flow. Configure the server URL, authorize access, and use the published tools. Client capabilities and how they present tool results vary.

What happens when the server returns 401?

Start the OAuth flow using the MCP authentication guide. If you prefer API-key authentication, create a key in your Trade It account and configure it as your client supports. Never put a key in a shared prompt or public repository.

Does the assistant manage my money automatically?

The recommended workflow creates drafts for review and requires explicit approval before live execution. Trade It does not provide investment advice or custody assets. Accounts with automatic execution enabled can behave differently, so inspect the returned trade status.

Are holdings always live?

Holdings are cached daily by default. Eligible plans can request fresh holdings or trades, with a one-minute cooldown per account. The assistant should use returned timestamps to make freshness clear.

Your brokerage.
Wherever you invest.

From your portfolio to your AI assistant, your community, or your own platform—bring your brokerage with you.

Portfolio

Your brokerages, together.

Trade Links

A trade idea. Ready to share.

Discord bot

Bring your brokerage into the chat.

Embedded trading SDK

Your product, powered by Trade It.

Trading API

Account data and order execution.

Let your portfolio join the conversation.

Connect Trade It to your assistant and start with the accounts you already have.

Set up MCP

AI,Meet your portfolio.