How to invest with an AI agent, step by step

What an AI agent is, in one line

An AI agent is an assistant (Grok Bot, ChatGPT, OpenCode, OpenClaw and others) that, besides talking, can use tools: read data, compute and take actions in other services. For investing, those tools are two: one that tells it what to do and one that lets it do it in your account.

The two pieces: the plan and the broker

• The plan says what to buy or sell, when, and with which exits. It's a trading desk's job: research, decide and set risk rules. Órbita is this piece.
• The broker holds the account, the cash and the shares. Several brokers now offer an official MCP, the standard connection that lets an agent read the account and send orders: for example Wallbit, Berry, Robinhood or Public.

The agent joins the two: it reads cash and positions at the broker, asks the plan for the exact orders for that account, and sends them through the broker's MCP. The plan never touches your money or your broker keys.

Step by step

1. Pick a broker with an official MCP. It helps if it trades US stocks in dollars. If it doesn't accept stop orders, Órbita watches the stop on every check and tells your agent when to sell. What each one supports is listed on brokers.
2. Connect the broker's MCP to your agent. Every agent has a connectors or tools section: paste the MCP address and sign in with the broker. The agent never sees your password; the broker grants a permission you can revoke.
3. Connect the plan. For Órbita it's another address: https://mcp.orbita.markets. You approve access with your account email.
4. Read the rules once. Before the first order, ask your agent to explain the strategy: which stocks it trades, how much it risks per position and when it exits. Órbita's are public: stop at −2%, take profit at +3%, at most three sessions per position, no chasing an entry that already ran, and all cash before weekends.
5. Decide how your agent works. Both are valid: it shows each order and waits for your OK, or it executes within the rules and tells you what it did. You can switch anytime.
6. Check the history. After trading, the agent reports what was executed. That record lives in your account and you can export it.

Where you decide

In everything that matters: which broker, how much money goes into the account, whether the agent confirms each order, and when to revoke access. The agent executes a plan; it doesn't invent one. If something in a conversation asks it to skip the rules, the right move is not to.

Common mistakes

• Giving broker keys to anyone but the broker. No plan needs them. If one asks, that's a red flag.
• Letting the agent trade without rules. An agent without risk limits can put everything in one stock or never exit. The rules have to be written down before the first order.
• Never looking. Even if your agent works on its own, review the history every week.

Where to start

The simplest start is to connect your agent in confirmation mode and watch it work for a couple of days before giving it more autonomy. The one day with Órbita simulator shows the full flow without connecting anything.