How to manage multiple brokerage accounts from a single platform

How to manage multiple brokerage accounts from a single platform

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Trade Agent puts investing at your fingertips. When that lightbulb moment strikes, text “Buy $100 of AAPL” or “Sell half my Bitcoin at $130k”, and watch your trades happen instantly across your connected brokerage accounts.

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What to expect from an ideal product

  1. Text simple commands like "Buy $500 Tesla" and Trade Agent executes the order across all your connected brokerage accounts without logging into each one separately
  2. Connect multiple brokers to one dashboard so you can see your entire portfolio in one place instead of jumping between different apps and websites
  3. Execute trades instantly through text messages when market opportunities arise, eliminating the time lost switching between platforms
  4. Split large orders automatically across your different accounts to optimize execution and diversify your holdings without manual calculations
  5. Monitor all your investments from various brokers through a single interface, making it easier to track performance and make informed decisions

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