How to Set Up an
Agentic Trading Bot
An agentic trading bot lets an AI agent like Claude place real trades for you. This guide walks you through the entire setup in just a few minutes.
No code. No API keys. Just enable, connect, fund, and track.
Free to start · Set up in minutes · Read-only trade tracking
The Basics
What is an agentic trading bot?
An agentic trading bot is an AI agent that you authorize to place real trades in your brokerage account. You decide how much money it can use. The agent reads market data, makes decisions, and places trades on your behalf, while you stay in control. Unlike old-school trading bots, you do not write code or wire up an API. You enable it right inside your brokerage app.
1. You fund it
Move the amount you are comfortable with into a dedicated agentic bucket. The bot can only trade what you place there.
2. The agent trades
Claude reads market data and places real trades on your behalf, within the limits you set.
3. You track results
Connect the account to ThetaPal through a read-only sync to see every trade and your real percentage return.
Step-by-Step Tutorial
Set up your bot in 4 steps
We recommend Robinhood because it is the quickest and easiest place to set up agentic trading. The walkthrough below uses Robinhood with Claude as the AI agent, but you can connect Claude to other supported providers the same way.
Watch first
How agentic trading works on Robinhood
A short walkthrough of how agentic trading works on Robinhood. Opens on YouTube.
Set up Claude on Robinhood
Turn on Agentic Trading in Robinhood
Open the Robinhood app, find Agentic Trading in the menu, and follow the prompts to enable it on your account. This is what allows an AI agent to act on your behalf.
Connect Claude as your AI agent
Follow Robinhood's Connect your AI agent steps to link Claude. Once connected, Claude can read your account and place trades within the agentic bucket. This is your trading bot.
Move funds into the Agentic bucket
This step is easy to miss. In Robinhood you must transfer money from your Individual balance into the Agentic bucket. Your bot can only trade the funds you place in the Agentic bucket, so fund it with the amount you are comfortable putting to work.
Connect that account to ThetaPal
Link the same Robinhood account to ThetaPal through SnapTrade's read-only sync. Every trade your bot makes is tracked automatically, so you can see your real percentage return at a glance.
Prefer another brokerage? Other providers support agentic trading too. The flow is the same: enable the agent, connect Claude, fund the account, then link it to ThetaPal through SnapTrade.
Want to go deeper? Our AI trading bot tutorial covers the MCP, skill files, market data, and backtesting a strategy.
Track Every Trade
See exactly how your bot is doing
Once your bot is live, connect the account to ThetaPal so you can watch its performance in one place. ThetaPal links through SnapTrade's secure, read-only integration. It reads your trades and balances automatically. It never places orders and never moves your money.
- ✓ Read-only by design. ThetaPal can see your bot's activity but can never trade or transfer for you.
- ✓ Automatic sync. Trades and balances update on their own. No spreadsheets, no manual entry.
- ✓ Real percentage return. Track your bot's realized gains as a clean percentage of where you started.
Your bot trades
ThetaPal tracks
Read-only sync through SnapTrade. ThetaPal never places trades or moves money.
Tips for your first bot
A few things worth knowing before you let an AI agent trade for you.
Start small
Fund the agentic bucket with an amount you are comfortable putting at risk. You can always add more once you see how your bot trades.
This is real money
Agentic trading places real trades with real funds, not paper trades. Trading involves risk, including the possible loss of principal.
Watch your closed trades
Your real performance comes from realized profit and loss on closed trades. Track it in ThetaPal so you always know how your bot is doing.
The bot stays in its lane
Your agent can only trade the funds you place in the agentic bucket. The rest of your account is never touched.
Want to put your bot to the test?
Once your agentic trading bot is up and running, enter the monthly Agentic Trading Competition. Climb a live leaderboard ranked purely by percentage return and compete for real prizes.
Frequently Asked Questions
What is an agentic trading bot?
An agentic trading bot is an AI agent, like Claude, that you authorize to place real trades in your brokerage account. You fund the account, the agent reads market data and places trades on your behalf, and you stay in control of how much money it can touch.
Which brokerages support agentic trading?
Several brokerages support connecting an AI agent. We recommend Robinhood because it is the quickest and easiest to set up. The same flow applies to other supported providers: enable the agent, connect Claude, fund the account, then connect it to ThetaPal through SnapTrade.
Do I need to know how to code?
No. Setting up an agentic trading bot is a few taps in your brokerage app. You enable agentic trading, connect Claude as your AI agent, and fund the account. No programming or API keys required.
Is my money safe, and does ThetaPal place trades?
ThetaPal never places trades and never moves your money. It reads your activity through SnapTrade's secure, read-only sync so it can track your bot's performance. Your bot trades only the funds you place in the agentic bucket.
How much money do I need to start?
You can start with whatever amount you are comfortable putting into the agentic bucket. Your bot can only trade the funds you allocate there, so many people start small and add more once they are comfortable with how it trades.
Can I use an AI agent other than Claude?
Yes, as long as your brokerage supports it. The setup is the same regardless of the agent: enable agentic trading, connect your AI agent, fund the account, then connect it to ThetaPal so the trades are tracked.
Ready to set up your agentic trading bot?
Enable agentic trading, connect Claude, fund the bucket, and track every trade with ThetaPal. It takes just a few minutes.