• EXECUTION
  • MONITORING
  • CONTROL
  • HUMAN

How to execute and manage trades with your AI

Connect Tradier to your AI client to turn chat commands into live market actions. Once linked, you can handle orders and monitor your portfolio without leaving your conversation.

Ask AI about this page

Short answer

How can I trade using my AI?

You can place equity or option orders and check your current positions through a conversational interface. Your AI uses the Tradier connection to execute these commands directly in your account. You'll see the results of your orders and your current holdings immediately in the chat.

Trading outcomes

What you can do

The AI handles the technical execution while you maintain control over your strategy.

EXECUTION

Live orders

Your AI sends your specific buy or sell instructions to Tradier. You get immediate confirmation once the order is placed.

MONITORING

Position tracking

The AI pulls your current holdings and account data. You can check your exposure or profit/loss at any time.

CONTROL

Order management

If a trade isn't working out, your AI can pull the status of pending orders or kill them entirely.

HUMAN

Manual oversight

The AI handles the execution, but you remain responsible for the strategy and final decision to pull the trigger.

The workflow

What your AI does when <the thing arrives>.

The AI acts as the bridge between your text commands and the Tradier API.

  1. Check your holdings

    The AI looks up what you currently own to give you an accurate picture of your portfolio.

    get_account_positions

  2. Execute a trade

    When you decide to move, the AI sends the order details to the market.

    place_order

  3. Track order progress

    The AI checks if your order is filled, pending, or rejected.

    get_order_status

  4. Cancel a trade

    If you change your mind before a fill, the AI stops the order.

    cancel_order

Try it

Copy these to start.

Use these prompts to begin interacting with your Tradier account.

Starting points

These are basic starting points. Swap out the tickers and quantities for the specific trades you want to make.

Tradier Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_JtYluBRG07taNtdGJJiRauinEVmEQmPLa8dHWz65/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Tradier capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tradier-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_JtYluBRG07taNtdGJJiRauinEVmEQmPLa8dHWz65/mcp"
    }
  }
}
Copy into chat04

  • What are my current positions in my Tradier account?

  • Place a market order for 10 shares of AAPL.

  • Check the status of my last order.

  • Cancel my pending limit order for TSLA.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Tradier once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you can start trading immediately through your preferred AI client.

Connect Tradier to your AI

FAQ

Common questions

  • 01

    Can the AI trade without my permission?

    No. The AI only executes the specific commands you type into the chat.

  • 02

    Can the AI move money between my accounts?

    No. This connector is limited to placing orders and viewing positions.

  • 03

    Does the AI handle my login credentials?

    No. Your Tradier credentials are encrypted and handled by Vinkius; the AI only sees the tools it needs to function.

  • 04

    Can I use this with any AI client?

    Yes, you can use it with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Can the AI research stocks for me?

    No. This specific connector is for executing trades and managing positions, not for market analysis or news retrieval.

  • More questions about Tradier? The Connector page answers them. See everything the Tradier Connector can do

Connect Tradier to Claude, Cursor, ChatGPT & more