Connects an existing TradeStation brokerage account to AI tools so clients can analyse positions, plan strategies and place trades in plain language. Every order requires explicit confirmation and runs inside the account's existing permissions and risk limits. Claude first, more platforms planned; requires a $10,000 minimum balance and an active Claude Pro subscription.
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Prepare — do not stage or submit — a proposed rebalance for <account>. Take targets and current positions from the wealth platform, then use the brokerage or execution tools read-only to check tradability for each name: current quote, lot sizes, restrictions and anything that cannot be traded as intended. Show symbol, side, quantity, estimated value, rationale tied to the target model, and a tradability note with its source. Note cash impact and any position that would breach a restriction. Stop and show me the blotter for explicit approval before any order is created anywhere.
Guardrail · Proposal only. Keep trade approvals on; no order should exist without your say-so.
Post-trade reconciliation
Confirm fills matched intent, with breaks flagged.
Read-only: reconcile yesterday's executed trades against the intended blotter for <account or household>. Show intended vs. filled quantity and price, unfilled or partially filled orders, and any unexpected trade. Mask account numbers to the last four digits. Do not cancel, resubmit or correct anything — list the breaks for me to handle.
Guardrail · Read-only. Breaks get resolved by a human through the system of record.
Digital asset holdings snapshot
One consolidated view across exchanges and wallets.
Crypto & Digital AssetsCrypto & Digital AssetsBrokerage & Trade Execution
Read-only: consolidate my digital asset holdings across every connected source — exchange accounts, on-chain wallet or explorer tools, and any brokerage account holding crypto or crypto ETPs — into one table: asset, quantity, venue, source tool, USD value and share of total. Show a per-source subtotal so I can see which tool reported what, and flag any asset that appears in more than one source so it is not double-counted. Mask wallet addresses beyond the first and last four characters. Do not trade, transfer, approve or sign anything.
Guardrail · Read-only keys only. Never give a chat tool withdrawal or signing permissions.
