From paper to real money — AgentVest walkthrough

Paper proved it.
Now the real account.

How a user connects the brokerage they already have — Robinhood, Schwab, Fidelity — and puts the same agents to work on real money. Every screen, start to finish.

runs — on its own · Space = next cut · A = pause · R = restart · C = captions · N = narrate mode

Simulated walkthrough of the shipping flow. No real account is touched — this page cannot place a trade.

where this starts

Nobody connects real money on day one.

Everyone starts free on a paper account. Weeks later — after they've watched the agents win some and lose some in public — they ask the only question that matters.

WEEK 1

Paper

Simulated $100,000. Real prices, real signals, real stops. Free forever, no card.

WEEK 3

Trust

They've approved a dozen trades by hand and read every stop. The losses are on the record too.

TODAY

"Run it for real."

That's the moment this walkthrough picks up.

step one

Three ways in. You pick how much control to keep.

Real dollars only ever move inside a brokerage account you own. We never take custody, and we never hold your cash.

🔌

Bring your own AI agent live today

Your Claude or ChatGPT gets our signals plus the Guardian risk layer, and places orders through your own broker. You approve every one in chat.

🏦

Connect your brokerage this walkthrough

Link the broker you already use through SnapTrade — one integration, 30+ brokerages. The agents that ran on paper run in that account.

🦙

Managed live on Alpaca invite-only

We run the agents server-side in a live Alpaca account you own. Gated by hand while we're in early access.

Door two is the one most people want: no API keys, no second app, no moving money. It's the flow you're about to watch.

step two · connecting the broker

Link the account you already have.

Watch the address bar. That's the whole security story.

🔒app.agentvest.ai/real-money

agentvest

🔒

Connect your brokerage

We hand you off to SnapTrade's secure connection portal. Your broker login is typed on their page, never ours — we never see it, never store it, and can't replay it.

server → snaptrade.register_user(user_id)
server → snaptrade.login_portal_url(connection_type="trade")
← one-time portal URL, expires in 5 minutes

Choose your brokerage

powered by SnapTrade

30+ brokerages · >95% connection success rate

RRobinhood

SSchwab

FFidelity

EE*TRADE

WWebull

QQuestrade

WWealthsimple

TTrading 212

+25 more

Two-factor code

Your broker's own MFA — SnapTrade's portal handles the prompt and the retries. Your device, your code.

waiting for code…

Which accounts?

Link only what you want the agents to see. A retirement account can stay out of it entirely.

Individual · ••••4471

$18,420.00 · margin

✓

Roth IRA · ••••8802

$41,905.00 · cash

✓

Selected: none

What AgentVest will be allowed to do

SnapTrade connection type: trade — the scope is fixed at link time and shown to you before you approve.

✓Read your positions, balances and order history

✓Place stock and ETF orders — market and limit — in the accounts you selected

✗Cannot move, withdraw or transfer money. Ever. There is no such API.

✗Cannot see or store your broker password

✓Revocable from inside your broker, or one tap here, at any time

✓ Connected

Robinhood · Individual ••••4471 · linked for trading

authorization id —

returning you to agentvest…

🏦 Robinhood connected — Individual ••••4471

Your agents can place orders in this account, and nowhere else.

POSITIONS SYNCED

6 holdings · $18,420.00

FIRST SCAN

tomorrow · 9:35 AM ET

SYMBOLQTY VALUEOPEN P/L

AAPL18$4,214.16+$302.40

VOO6$3,486.00+$118.02

NVDA14$2,846.34−$91.28

+ 3 more—$7,873.50—

Read straight from the link you just made — nothing typed, nothing imported by hand.

the part investors ask about

What we actually hold.

A broker link is a liability if you do it wrong. This is the whole of what lands in our database when someone connects an account.

stored by agentvest

snaptrade_user_id
snaptrade_user_secret ← encrypted at rest
snaptrade_connection_id
snaptrade_broker_slug "ROBINHOOD"

Four opaque strings. None of them is a credential you could log into a broker with.

held by snaptrade

the broker session
OAuth tokens / refresh
MFA + reconnect handling
SOC 2 · the regulated surface

The hard, audited part is bought, not built. One integration covers 30+ brokers.

never touches our servers

broker username
broker password
MFA codes
bank / transfer rails

Not "encrypted" — never received. A breach of us leaks four opaque ids and nothing that moves money.

Disconnect deletes the user at SnapTrade and blanks all four fields. One tap, no email, no support ticket.

step three

Real money gets stricter defaults, not looser ones.

✓Confirm-first is forced on — every live account starts approving trades by hand, whatever it ran on paper.

✓0.5% of the book per trade — risk-at-stop, hard-capped. The aggressive sizing tiers are paper-only and clamp on a live account.

✓Stops rest at the broker — placed before you're in the trade, so they work even if we're offline.

✓Daily kill-switch + drawdown breaker — the book halts itself and waits for tomorrow.

✓A signed disclosure before a single order — venue, mode, and what we don't do, in plain English.

Real money runs on Premium — $49/mo for founding members ($99/mo after). Flat. Never a percentage of your account, never a cut of your gains. Paper stays free forever.

next morning · 9:35 am et

The first trade with your own money in it.

9:35▮▮▮ ▮

SWING · REAL MONEY

Buy 42 MSFT

accountRobinhood ••••4471

entry$438.20

stop$431.63

risk−$92 · 0.50%

guardianpassed 7/7

Skip

Approve

9:35:02

Swing agent finds MSFT. Guardian sizes it to 0.5% of your real book — 42 shares, not the 180 the strategy asked for.

9:35:04

Push lands on your phone. Nothing is placed. It waits.

9:36:41

You tap Approve. The order goes to Robinhood over the SnapTrade connection — into your account, under your name.

9:36:43

Filled at $438.24. The protective stop is placed at the broker in the same breath.

any time after

Open Robinhood and it's just… there. Your position, in your app. We're the agent, not the custodian.

where this actually stands

What's live today — and what isn't.

Every demo should end with this slide. Ours does.

live today Paper trading on Alpaca — free, every agent, 457 closed trades on the public record since Feb 2026.

live today Real money via your own AI agent — the MCP brain plus Robinhood's agentic trading. Signals and risk checks in, orders placed by your agent.

built, not on SnapTrade read-only linking — register, portal, connections and holdings, plus the mobile connect screen, written and tested end to end. Not provisioned: there are no SnapTrade keys in production, so those endpoints return 503 today.

next SnapTrade trade-enabled connections — the flow you just watched. On top of provisioning, it needs connection_type flipped from read to trade, and broker review.

by invite Managed live on Alpaca — granted by hand, one account at a time, deliberately not self-serve while we're in early access.

The screens you just saw are the shipping design, not the shipped product — we'd rather show you the honest seam.

Your broker.
Your money.
Our agents.

🏦 30+ brokerages, one link 🔒 credentials never touch us ✋ confirm-first on day one 🛡 0.5% per trade, stops at the broker 💵 $49/mo flat — never a cut

The public paper record: 457 closed trades · 1.31 profit factor · 36% win rate since Feb 2026. A low win rate is the design — small losses, larger winners. Losing months are on the same page as the good ones.

Simulated walkthrough of the shipping flow · not investment advice · trading involves risk of loss

press R to replay