In 2026 several US brokers started letting you plug an AI chat assistant straight into your account. The assistant can read your positions, pull quotes and draft orders in plain English. The brokers differ a lot on one question: who presses the final button, you or the AI.
The short answer: the best trading platforms with ChatGPT and Claude integration right now are Interactive Brokers if you want the AI to draft while you submit every order yourself, TradeStation if you want the agent to submit only after you confirm, Webull if you want the widest asset list with order caps, and Robinhood if you want the AI fenced into a separate account.
What Is a ChatGPT or Claude Trading Integration?
A ChatGPT or Claude trading integration is a connection that lets an AI assistant use your brokerage account through approved tools, such as reading balances, fetching quotes and preparing orders. Most brokers do this with an MCP server: you add the broker as a connector in Claude or ChatGPT, sign in, and grant permissions. Brokers such as Charles Schwab and E*TRADE had no official server at the time of writing, only community-built ones, so this list covers first-party connections only.
The Platforms, Assessed One by One
1. Interactive Brokers
What it does: the agent analyses your portfolio, monitors risk and drafts trade instructions. By default you review and submit every order yourself on an IBKR platform. An opt-in Autonomous Trading mode lets an agent submit orders inside a separate AI partition.
How to connect: add the IBKR connector in Claude or ChatGPT, sign in, and authorise one account.
Best for: traders who want research help but a human on every order.
Limits: one account per authorisation. Autonomous Trading covers eligible stocks and equity options only, with no margin, short sales or retirement accounts. Revoking access does not cancel pending orders.
2. Webull
What it does: the agent reads your portfolio, pulls market data and places, modifies or cancels orders, with a preview before anything goes live. Covers equities, ETFs, options, futures, event contracts and crypto.
How to connect: pick Webull from the connector list in ChatGPT or Claude, or add its server to any MCP client.
Best for: multi-asset traders who want hard limits.
Limits: broad access includes higher-risk products, so set the order value cap, share cap, symbol whitelist or read-only mode first. The local server can place orders directly.
3. Robinhood
What it does: the agent analyses markets and places trades, but only with money in a dedicated agentic account. You get a notification for each trade.
How to connect: paste Robinhood's MCP address into Claude, ChatGPT or another agent. Setup is desktop only during the beta.
Best for: a hard ceiling on what the AI can spend.
Limits: beta, US only. Trade approvals are off by default for outside agents, so turn them on. No broker-set order cap or symbol whitelist, and no multi-leg options.
4. TradeStation
What it does: TradeStation runs a hosted server that works with Claude and ChatGPT. No order reaches the market until you approve it.
How to connect: access is requested through TradeStation's client hub, then added as a connector.
Best for: futures and options traders who want enforced approval on every order.
Limits: no published caps or read-only mode. The agent works within whatever permissions your account already has.
5. Public.com
What it does: you build agents in plain language, such as a rule that runs when price crosses a moving average. Once you approve a strategy, Public states its agents "will not wait for your confirmation."
How to connect: in the Public app (rolled out by waitlist), or add Public's MCP server to Claude or ChatGPT.
Best for: investors who want simple, rule-based automation on stocks, options and crypto.
Limits: no paper trading and no dollar cap you can set. Test any rule with a small amount first.
6. Moomoo
What it does: the agent pulls quotes, turns a goal into a structured strategy, and either executes or waits for your approval, as you choose.
How to connect: add Moomoo's hosted server to Claude or another MCP client and sign in through the browser. ChatGPT is not on Moomoo's supported list at the time of writing.
Best for: testing AI-drafted strategies on paper first, since the skills path defaults to paper mode.
Limits: approval is optional, not enforced, and there is no separate agent account, so the agent trades in your main account.
How Do the Platforms Compare Side by Side?
| Platform | Works with | Who sends the order | Key safety feature | Best for |
|---|---|---|---|---|
| Interactive Brokers | Claude, ChatGPT | You, by default | Draft only unless you opt in | Human on every order |
| Webull | ChatGPT, Claude, other MCP clients | Agent, after preview | Value caps, symbol whitelist, read-only | Multi-asset with limits |
| Robinhood | Claude, ChatGPT, others | Agent, in its own account | Ring-fenced agentic account | Capping total exposure |
| TradeStation | Claude, ChatGPT | Agent, after your approval | Enforced confirmation | Futures and options |
| Public.com | In-app, plus Claude, ChatGPT | Agent, once a strategy is approved | Strategy approval up front | Simple rule-based automation |
| Moomoo | Claude, other MCP clients | Your choice | Paper trading default on skills path | Testing strategies on paper |
| CrowdWisdom Trading | Web, not a broker | You, at your own broker | Public record including misses | Crowd-consensus setups with entry, stop, target |
For more head-to-head pages, see our comparison hub.
Best Pick by Type of Trader
- Cautious or new to AI tools: Interactive Brokers.
- Active multi-asset trader: Webull, caps set first.
- Fixed budget for the AI: Robinhood.
- Futures and options: TradeStation.
- Simple automated rules: Public.com, after a small test.
- Experimenter: Moomoo, on paper first.
- Second opinion on levels: CrowdWisdom Trading, as research, not execution.
How Do You Use an AI Chat Safely for Trade Planning?
An AI assistant is good at reading your account, summarising filings and doing arithmetic. It cannot see who is about to trade, and brokers warn it can act on outdated information. So the plan comes from you, and the AI checks it.
Worked example (illustrative numbers): your account is $20,000 and you risk 1% per trade, so $200. You plan an entry at $50 with a stop at $48. Risk per share is $2, so the size is $200 / $2 = 100 shares, a $5,000 position. Your target is $54, a $4 gain per share, or 2 to 1 reward to risk. Now set a $5,000 order value cap in the broker, and ask the assistant: "Check this order against my plan: 100 shares, entry 50, stop 48, target 54. Flag anything that does not match." If the draft says 1,000 shares, the cap blocks it.
Why the stop matters even with a good plan: on our public ledger, 5,502 of 20,897 closed predictions failed. That is about 26.3% (5,502 / 20,897), so roughly one well-built setup in four still misses. You can see every call, hits and misses, on the public predictions record.
Useful prompts: "List my positions with the percent distance to each stop" and "Draft this order but do not submit it."
For short answers to common trading questions, see our trading answers library.
Checklist Before You Connect an AI to Your Broker
- First-party connector, not a community server.
- One week in read-only or paper mode.
- Order value cap equal to your normal position size, plus a symbol whitelist if offered.
- Trade approvals on wherever they are optional.
- A separate, small account for the agent if allowed.
- Entry, stop, target and size written by you before every chat.
- Know how to revoke access and cancel pending orders.
If you want a source for those levels, CrowdWisdom Trading's AI reads what 21,576+ professional traders share in public, keeps only where they agree, and turns it into setups with entry, stop and target. Counting closed predictions only, 73.7% have hit across 20,897 closed calls over 91 weeks, with all 5,502 misses published on the track record page. It is research, not a bot, and you place the trade.
Frequently Asked Questions
Can ChatGPT or Claude place trades in my brokerage account?
Yes, at some brokers. Webull, Robinhood, Public.com, TradeStation and Moomoo can send orders through a connected assistant under different approval rules. Interactive Brokers drafts by default and you submit.
Is it safe to connect an AI assistant to my broker?
It is as safe as your limits: read-only first, order caps, approvals on, and a separate agent account where offered.
Does the AI know where the market is going?
No. It reads your account and public information. It does not see order flow, so the entry, stop and target must come from your own plan or research you trust.
Can I check a research service's record before paying?
Most honest services allow it. Look for a public list of every closed call, including failures, with dates. A record that shows no losses is a warning sign.
Gilad Bar-Ilan, Founder, CrowdWisdom Trading. 25+ years of systematic and discretionary trading research.
Last updated: November 2026. Statistics reflect conditions at publication.