Trade It

What is Trade It?

Trade It connects AI assistants and software products to a user's brokerage accounts. Its MCP server, available at mcp.tradeit.app, lets MCP-compatible clients such as Claude, Cursor, VS Code and Codex search stocks and crypto with real-time prices, list linked accounts with balances, view holdings and trades, draft buy and sell orders, and, after confirmation, execute or cancel them. Multi-leg options strategies are supported in OCC format, and Trade Links turn a drafted trade into a shareable URL that another person can review and place on their own brokerage. Developers can use the same functions through a REST API, OAuth and API keys, a partner SDK and a Discord bot. Trade It treats drafting and execution as separate steps and recommends explicit user approval before any order is sent. Documented brokerages include Charles Schwab, Coinbase, ETrade, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation and Webull. Paid plans exist, including Trade It Pro, but the documentation does not list prices.

Use cases

• Ask an AI assistant for stock and crypto prices
• Review brokerage balances and holdings in chat
• Draft stock, ETF and options orders for review
• Share a trade as a link others can place
• Add trading to your own app through the API
• Bring trading to a Discord community

Who it's for

• Retail traders
• Developers
• Fintech product teams
• AI assistant users

Why use Trade It

• Natural-language prompts turn into draft orders, while execution stays a separate confirmed step.
• OAuth means the AI client never stores your brokerage credentials.
• One integration covers many brokerages for developers building trading features.
• Trade Links let creators publish ideas that readers can act on in their own accounts.

Trade It features

• MCP server for Claude, Codex, Cursor, VS Code and other clients
• Search assets by ticker or name with real-time prices
• View linked accounts, balances, holdings and trades
• Draft stock, ETF, crypto and options trades for review
• Multi-leg options strategies in OCC format
• Execute or cancel drafts and eligible submitted orders
• Shareable Trade Links
• REST API with OAuth 2.0 and API keys
• Discord bot and partner SDK
• Support for 11 brokerages listed in the docs

Trade It integrations

• Claude
• Codex
• Gemini
• Cursor
• VS Code
• Discord
• Charles Schwab
• Coinbase
• ETrade
• Kraken
• Moomoo
• Public
• Robinhood
• Tastytrade
• TradeStation
• Webull

How to get started with Trade It

1. Create a Trade It account and connect your brokerage accounts.
2. Add the MCP server at mcp.tradeit.app to your AI client and sign in with OAuth, or use an API key.
3. Ask the assistant to search an asset or review accounts and holdings.
4. Ask for a trade; Trade It creates a draft with the order details for you to review.
5. Confirm to execute the draft with your broker, or cancel it.

Trade It limitations

• Holdings are cached daily unless you request a refresh, which needs a paid plan and is limited to 1 request per minute per account
• Brokerage features differ: fractional shares, options, take-profit and stop-loss are not supported everywhere
• Order history is imported only up to 90 days back, or 30 days for Public, as the brokerage allows
• Places real trades, so drafts need careful review before you confirm

Trade It pricing

We couldn't confirm pricing on the official site. Check docs.tradeit.app for current prices.

Prices can change and may vary by country or exclude tax. Check the official pricing page.

Trade It alternatives

The main Trade It alternatives listed on Debuly are Artific, Mangaba AI, WayStation, Chatbase, goose and iterate. The table compares pricing and platforms; order is A–Z.

1. 

   Artific

   EU-hosted AI platform for building company AI assistants, a self-service toolbox and AI-drafted email replies with IT guardrails.

   Automation and agentsChat assistantsDeveloper platforms
   Visit Artific (official site)
2. 

   Chatbase

   Build AI agents trained on your own content to handle customer support across chat, email, WhatsApp, Slack and phone.

   Automation and agentsChat assistants
   FreemiumVisit Chatbase (official site)
3. 

   goose

   Open source AI agent that runs on your machine as a desktop app, CLI or API and connects to tools through MCP extensions.

   Automation and agentsCodingDeveloper platforms
   Open sourceVisit goose (official site)
4. 

   iterate

   Agent platform you deploy in your own Cloudflare account, with AI agents, voice apps and MCP access for your coding agent.

   Automation and agentsDeveloper platforms
   Visit iterate (official site)
5. 

   Mangaba AI

   Brazilian AI company with Mangaba Agent, a no-code way to run your own AI agent on Telegram, plus a model gateway and model training.

   Automation and agentsDeveloper platformsChat assistants
   FreemiumVisit Mangaba AI (official site)
6. WS

   WayStation

   Connects AI assistants like ChatGPT and Claude to apps such as Notion, Slack and Google Drive so they can take actions.

   Automation and agentsProductivityDeveloper platforms
   FreeVisit WayStation (official site)

Trade It FAQ

Sources & verification

Facts on this page come from the official sources below, each with the date we read it. Written by Debuly; the vendor did not review this page.

Image credits

• Logo: from docs.tradeit.app · fetched 24 Oct 2026 · Vendor trademark, used only to identify the product; removed on request
• Cover: none collected yet, so a generated tile is shown.

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