Trade It
Your brokerage accounts, connected to your AI assistant.
Documentation · MCP setup · Supported brokerages · For developers
Review brokerage accounts, holdings, and orders, look up assets, and review trades with your AI assistant. The Trade It plugin bundles a hosted MCP connection and a workflow skill. Available tools depend on your client and permissions.
Building a product with our SDK or API? Use Trade It Developer. Both offerings are available through the shared Trade It marketplace in Codex and Claude Code.
Supported brokerages
| Brokerage / exchange | Assets |
|---|---|
 Charles Schwab |
Stocks, options |
 Coinbase |
Crypto |
 ETrade |
Stocks, options |
 Kraken |
Crypto |
 Moomoo |
Stocks, options |
 Public |
Stocks, Crypto, options |
 Robinhood |
Stocks, options |
 Tastytrade |
Stocks, options |
 TradeStation |
Stocks, options |
 TradeStation Paper |
Stocks, options |
 Webull |
Stocks, options |
See the brokerage guide for current availability, supported order types, and connection details. TradeStation Paper supports simulated trading.
