The Rise Of AI-Powered Trading Agents

Retail investors are already using OpenAI’s ChatGPT and Anthropic’s Claude to research stocks and build custom trading systems. Now companies including Public and Podium Markets are developing AI tools that can monitor portfolios, rebalance holdings, harvest tax losses and execute strategies. CNBC examines how close this technology is to mainstream use, what it could mean for brokerages and the risks of letting software interpret financial goals and act on them. Chapters: 0:00 Introduction 1:23 From research to trading 4:14 Beyond stock trading 5:44 Risks of AI trading Produced and Shot by: Charlotte Morabito, Additional Producer: Macklin Fishman Reporting by: Yun Li Additional Reporting by: Sean Conlon Edited by: Andrea Miller Animation: Jason Reginato, Emily Park Senior Managing Producer: Shawn Baldwin Additional Footage: Getty Images » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC How Retail Investors Are Using AI To Make Trades