WHOISSTEVEby Shattered Glass Studios

← Steve’s toolkit

07 / Invest

Let AI do the research. You make the call.

Robinhood now lets you connect an AI assistant like Claude or ChatGPT to your account. It can read your portfolio, pull market data and build watchlists, and with your approval, place trades in its own separate account. Here is how I set it up, and the guardrails I use.

Claim your stock reward → See the setup ↓

My personal referral link · Not on Robinhood yet? Sign up with my link to claim a stock reward. Rewards and eligibility are set by Robinhood.

Robinhood’s Agents page Robinhood Agents ↗

What it is

One connector. Your AI talks to your brokerage.

Robinhood calls it Agentic Trading. You add one connector address to your AI app. The first time you sign in, Robinhood opens a separate account just for your AI. It works with Claude, ChatGPT, Codex, Cursor and Grok.

ReadYour portfolioPositions, balances, history across your Robinhood accounts.
ResearchMarket dataQuotes, watchlists and options data, explained in plain English.
ActTrades, with approvalOrders only in the AI’s own account. You review before it acts.
LimitYou set the budgetIt can only trade what you put in that account.

Read this first

Guardrails before setup.

AI is fast. It is also wrong sometimes. Set it up so a mistake is small.

How I run it
  • Fund the AI account with money you can afford to lose. Keep your real investing somewhere else.
  • Keep approvals on. If you tell the AI to skip them, it can trade without asking.
  • Know what it can see. It gets read access to all your Robinhood accounts: numbers, positions, balances and order history.
  • Start with research only. Ask questions for a week before you let it place a single order.
  • You own every trade. Agents can misread a request or act on stale data.

The setup

Ten minutes, one address.

You need a Robinhood individual investing account in good standing first. No account yet? Open one with my link. Then add this connector to your AI app:

https://agent.robinhood.com/mcp/trading

Claude app

  1. Open Settings → Connectors.
  2. Choose Add custom connector and paste the address.
  3. Sign in to Robinhood when asked and finish opening the AI account.

ChatGPT

  1. Open Settings → Security & login and turn on Developer Mode.
  2. Go to Plugins, press +, paste the address.
  3. Sign in to Robinhood when asked and finish opening the AI account.

Claude Code

  1. In your terminal run:
    claude mcp add robinhood-trading --transport http https://agent.robinhood.com/mcp/trading
  2. Type /mcp, pick robinhood-trading.
  3. Sign in and finish opening the AI account.

Steps from Robinhood’s own guide, current as of November 2026. Menus change; if yours look different, see Robinhood’s instructions for Codex, Cursor, Grok and more.

First week

Five research prompts to start with.

None of these place a trade. Use them to learn how your AI thinks before you trust it with an order.

  1. 01Summarize my portfolio: what I own, how it’s split by sector, and where I’m concentrated.
  2. 02What moved my portfolio most this month, and why? Use plain English.
  3. 03Build a watchlist of 10 companies in [industry]. For each, one line on what they do.
  4. 04Explain this options position like I’m new to options. What’s my max loss?
  5. 05Draft a trade idea for my AI account, but do not place it. Show the reasoning and the risk.

Not on Robinhood yet?

Sign up with my link. Claim a stock reward.

I use Robinhood with Claude for my own research. If you want to try it, my link gets you a sign-up stock reward once you open an individual investing account and fund it. Robinhood sets the reward and who qualifies.

Claim your stock reward →

Disclosures

This page contains my personal Robinhood referral link. If you sign up and qualify, I may receive a stock reward. I am not affiliated with, employed by or paid by Robinhood. Robinhood names, logos and screenshots belong to Robinhood Markets, Inc. and are shown to identify the product.

Nothing here is investment, tax or legal advice, or a recommendation to buy or sell any security. All investing involves risk, including the possible loss of your entire investment. AI agents can make mistakes and act on outdated information; you are responsible for trades placed in your account.

Referral and sign-up rewards, eligibility and terms are set by Robinhood and can change. US residents only. Fractional shares are illiquid outside of Robinhood and not transferable. Consult a tax advisor about the tax treatment of any reward.

08 / Start

Bring me the messy version.

Tell me what you’re building, where it’s stuck, and what you want next. I’ll tell you straight whether I can help and what the first step is.

BEST FITOwner-run businesses and growing teams that need good ideas and someone to actually build them.

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