Trade With AI
Trade stocks, options, and source short locates.
Full account management with TradeZero MCP.
Check buying power, review positions, manage orders, and run short locates through AI
Each client has its own plan and UI requirements. ChatGPT Free, Plus, and Pro do not support TradeZero MCP - use Business, Enterprise, or Edu.
References to the above products are for descriptive purposes only and do not imply endorsement, sponsorship, or affiliation.
From account insights to execution
Bring key TradeZero workflows into a supported AI assistant while keeping every trading decision in your hands.
Know your account
Check balances, buying power, positions, P&L, account status, and recent activity.
Manage your orders
Review working orders, place supported equity orders, and cancel orders with your approval.
Work with options
Access supported options data and place supported single-leg or multi-leg orders through MCP.
Manage short selling and locates
Check availability, request quotes, review locate cost, accept locates, and manage unused inventory.
Prompts above are for illustrative purposes only, and should not be viewed as investment advice or recommendations.
Connect Once And Put Your AI To Work
Go Deeper
Step-by-step setup guide for Claude, ChatGPT, Perplexity,
Cursor, and VS Code — plus the full reference for all 21
available tools.
Bring An AI Edge
To Your Trading
Connect your TradeZero account to your favorite models
in minutes and command your portfolio in natural language.
AI Execution. Human Control.
TradeZero MCP is AI-assisted account management that keeps you in control.
It operates strictly as an assisted environment where a connected AI model
cannot trade on its own—every action that commits capital or accepts a
locate requires your explicit approval.
FAQs
There is no separate MCP credential - access requires API Trading enabled in the Portal. Standard trading and locate fees still apply on live accounts. Your AI assistant may still require its own paid plan (for example ChatGPT Business/Enterprise/Edu, or Perplexity Pro/Max/Enterprise).
Your TradeZero login determines the environment. Read “accountType” from “list_accounts” before any write operation. Short locates require a live account.
No. Personal assistants use OAuth sign-in (paste the hosted URL and sign in). Partner platforms connecting customer accounts use OAuth Partner Integration. Direct REST and WebSocket integrations use API keys.
AI-generated information may be inaccurate, incomplete, outdated, or misleading, and TradeZero does not guarantee the accuracy, completeness, or reliability of information or insights generated through an AI integration.
Information, analysis, or insights generated through the AI integration are provided for informational and educational purposes only and do not constitute investment advice or a recommendation from TradeZero to buy, sell, or hold any security or to follow any particular trading strategy.
TradeZero does not endorse or assume responsibility for AI-generated information or any investment decision made based on such information. You are solely responsible for independently reviewing and verifying AI-generated information and for your own investment and trading decisions.
The AI integration does not execute trades on your behalf. Any trading decision and any resulting order remain your responsibility.