Overview
Features
Create Trade
Creates a trade order to buy or sell an asset. Supports market (default), limit (requires limit_price), stop (requires stop_price), and stop_limit (requires both stop_price and limit_price) with practical examples.
Execute Trade
Executes the prepared trade on your connected brokerage.
Show Account Details
Lists linked brokerages along with their current value and cash balance (example: 'Show my accounts').
Search Asset
Gets current price and metadata for any stock or cryptocurrency (examples: 'How's Apple doing?' or 'What's the price of TSLA?').
Multi-brokerage support
Supports multiple brokerages including Charles Schwab, Robinhood, E*TRADE, Webull, Coinbase, and Kraken to enable trading across platforms.
Remote-only deployment
Remote MCP server with no local installation required; connect via the MCP endpoint to start trading.
Portfolio Queries (Coming Soon)
Coming soon feature enabling portfolio-level insights and exposure analysis.
Copy Trading (Coming Soon)
Coming soon feature to enable copying another trader's portfolio allocations.




