Trade It

Embedded trading infrastructure for investing products and AI agents across Charles Schwab, Coinbase, ETrade, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation, TradeStation Paper, and Webull.

Skills

• search assets
  Look up a stock or crypto asset by ticker symbol or name. Returns price and asset metadata.
• get option chain
  Search option chain by underlying symbol, option type, expiration range, strike range, and absolute delta range. Returns OCC symbols with bid and ask. If the user mentions delta, you must set greeks true, set delta_gte and delta_lte as an absolute decimal range around the target. e.g. 16 delta -> delta_gte 0.15, delta_lte 0.17. Do not call this tool without delta_gte/delta_lte for delta-based requests.
• create trade
  Create a draft stock or crypto trade order for user to review. Use for single-leg equity or crypto buy/sell orders. This tool returns a draft order only; brokerage execution requires a separate tool.
• create options trade
  Create a draft options trade order with one or more concrete legs. Use for single options, vertical spreads, and mixed equity/option strategies. Option legs require OCC symbols. Equity legs use occ: null. This tool returns a draft order only; brokerage execution is a separate tool.
• create trade link
  Create a shareable Trade Link from a trade configuration. Use for trade alerts or shared trade ideas that others can review and edit. This tool returns a URL only; it does not create brokerage orders.
• get accounts
  List the user's linked brokerage accounts with each account's ID, name, brokerage, total value, cash, buying power, and fractional share support. Use the returned IDs with other tools. Use refresh=true to request fresh balances when eligible. Currently supported: Charles Schwab, Coinbase, ETrade, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation, TradeStation Paper, Webull
• get holdings
  List the positions held in a brokerage account with each symbol, asset type, quantity, and average cost. Use refresh=true to request fresh brokerage data when eligible.
• get trades
  Get the user's recent trades with cursor pagination. Use refresh=true to request fresh brokerage sync when eligible.
• image to assets
  Analyzes an image to identify companies or cryptocurrencies and returns structured asset information with prices.
• execute trade
  Execute a draft trade order by trade ID. Use only after the user explicitly requests to execute the specific trade. DO NOT call this immediately after create_trade or create_options_trade; the user must review and confirm first.
• cancel trade
  Cancel a draft or cancellable brokerage order by trade ID. For a submitted order, cancellation is requested from the brokerage and may race with an in-progress fill.

How to call

https://tradeit.app

Listed in

Directories this entry was found in.