Use plain English to review and manage a brokerage account
An SEC-registered agent at Coinbase can read full account context, explain the portfolio, and carry out account actions from plain-English instructions.
- What they did
- Coinbase built an AI agent that works with a user’s full portfolio view and account history. People can type normal-language requests, and the agent can act on the account and surface investment ideas they may not have thought of. It is being introduced to Coinbase One members.
- How it went
- The setup supports live portfolio analysis and can automate tax-loss harvesting through chat. No usage figures or performance results were given.
- Tips
- Treat the agent as a helper for review and suggestions, not a blind substitute for judgment. For anything that changes money or account settings, make it stop and ask for confirmation first.
Try it yourself with ChatGPT Agent
Review my brokerage account using only the details I provide: [holdings], [account types], [recent trades], [cash balance], [goals], and [risk tolerance]. Explain my current allocation in plain English, flag anything that looks unbalanced or worth reviewing, and suggest three possible next moves with the main reasons and risks for each. Before you place any order, harvest losses, move money, delete anything, or submit anything, stop and ask me to confirm. Do not act until I explicitly say yes.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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