Add to ClaudeInvest with AI agents. Stay in control
Create an AI investing agent that monitors the market, analyzes opportunities, and executes your strategy—based on rules and limits you set.
Automation that feels powerful, not reckless
Inspired by the clearest patterns in agentic finance pages: plain-language setup, separated agent activity, transparent permissions, and strong user controls.
Prompt your strategy
Describe what the agent should watch, when it should act, and what must stay inside your risk boundaries.
Set guardrails
Define budgets, assets, approval rules, max order size, and pause conditions before the agent can operate.
Monitor performance
Track active instructions, prepared orders, completed actions, and agent reasoning from one dashboard.
Approve key actions
Require manual review for trades, cash movement, or any workflow that exceeds your chosen limits.
How it works
Four steps to your AI investing agent
Set your strategy, connect your account, and let the agent handle the monitoring — you stay in control at every step.
Start investing with AI today
Connect Unlok to your favorite AI assistant and start managing your portfolio with natural language.
Start investing with AI today
Connect Unlok to your favorite AI assistant and start managing your portfolio with natural language.