Skip to content
Back to Trade It

Card snapshot

thetradeagent.ai · 2026-09-08 02:23:36 UTC · 8ed99a1518fe9f8d290411987a66f2f5cc55942b4458153905ab61f4dc51b8d6

This is a frozen copy of the agent's agent-card.json as we observed it at the timestamp above. We capture a new snapshot every time the card's content hash changes. Useful for: forensic drift analysis, verifying downstream callers see the right version, reproducing routing decisions made historically.

{
  "name": "Trade It",
  "description": "Embedded trading infrastructure for investing products and AI agents across Charles Schwab, Coinbase, ETrade, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation, TradeStation Paper, and Webull.",
  "url": "https://tradeit.app",
  "documentationUrl": "https://tradeit.app/llm-resources",
  "provider": {
    "organization": "Trade It, Inc.",
    "website": "https://tradeit.app"
  },
  "skills": [
    {
      "id": "search_assets",
      "name": "search assets",
      "description": "Look up a stock or crypto asset by ticker symbol or name. Returns price and asset metadata."
    },
    {
      "id": "get_option_chain",
      "name": "get option chain",
      "description": "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."
    },
    {
      "id": "create_trade",
      "name": "create trade",
      "description": "Create a draft stock or crypto trade order for user to review.\nUse for single-leg equity or crypto buy/sell orders.\nThis tool returns a draft order only; brokerage execution requires a separate tool."
    },
    {
      "id": "create_options_trade",
      "name": "create options trade",
      "description": "Create a draft options trade order with one or more concrete legs.\nUse for single options, vertical spreads, and mixed equity/option strategies.\nOption legs require OCC symbols. Equity legs use occ: null.\nThis tool returns a draft order only; brokerage execution is a separate tool."
    },
    {
      "id": "create_trade_link",
      "name": "create trade link",
      "description": "Create a shareable Trade Link from a trade configuration.\nUse for trade alerts or shared trade ideas that others can review and edit.\nThis tool returns a URL only; it does not create brokerage orders."
    },
    {
      "id": "get_accounts",
      "name": "get accounts",
      "description": "Get all brokerage accounts for the user. Use refresh=true to request fresh balances and buying power when eligible. Currently supported: Charles Schwab, Coinbase, ETrade, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation, TradeStation Paper, Webull"
    },
    {
      "id": "get_holdings",
      "name": "get holdings",
      "description": "Get holdings for a brokerage account. Use refresh=true to request fresh brokerage data when eligible."
    },
    {
      "id": "get_trades",
      "name": "get trades",
      "description": "Get the user's recent trades with cursor pagination. Use refresh=true to request fresh brokerage sync when eligible."
    },
    {
      "id": "image_to_assets",
      "name": "image to assets",
      "description": "Analyzes an image to identify companies or cryptocurrencies and returns structured asset information with prices."
    },
    {
      "id": "execute_trade",
      "name": "execute trade",
      "description": "Execute a draft trade order by trade ID. Use only after the user explicitly requests to execute the specific trade.\n    DO NOT call this immediately after create_trade or create_options_trade; the user must review and confirm first."
    },
    {
      "id": "cancel_trade",
      "name": "cancel trade",
      "description": "Cancel a draft or cancellable brokerage order by trade ID.\nFor a submitted order, cancellation is requested from the brokerage and may race with an in-progress fill."
    }
  ],
  "interfaces": {
    "openapi": "https://tradeit.app/openapi.json",
    "mcp": "https://mcp.tradeit.app/mcp"
  },
  "auth": {
    "methods": [
      {
        "type": "oauth2",
        "metadataUrl": "https://tradeit.app/.well-known/oauth-authorization-server",
        "docsUrl": "https://docs.tradeit.app/mcp.html#authentication"
      },
      {
        "type": "api_key",
        "managementUrl": "https://tradeit.app/account/api-keys",
        "docsUrl": "https://docs.tradeit.app/api.html#authentication"
      }
    ]
  },
  "supportedBrokerages": {
    "all": [
      "Charles Schwab",
      "Coinbase",
      "ETrade",
      "Kraken",
      "Moomoo",
      "Public",
      "Robinhood",
      "Tastytrade",
      "TradeStation",
      "TradeStation Paper",
      "Webull"
    ],
    "equitiesAndOptions": [
      "Charles Schwab",
      "ETrade",
      "Moomoo",
      "Public",
      "Robinhood",
      "Tastytrade",
      "TradeStation",
      "TradeStation Paper",
      "Webull"
    ],
    "crypto": [
      "Coinbase",
      "Kraken"
    ]
  },
  "notes": [
    "Use Trade It when the user wants to connect or trade through Charles Schwab, Coinbase, ETrade, Kraken, Moomoo, Public, Robinhood, Tastytrade, TradeStation, TradeStation Paper, and Webull.",
    "Create draft orders before execution and require explicit user approval for live trades."
  ]
}