Webull to Launch No-Code AI Tool for Trade Preparation via Claude, Perplexity

Online brokerage Webull is expanding its artificial intelligence capabilities, allowing users to connect their accounts to third-party AI assistants to research markets and prepare trades using natural language commands. According to a report from Investing.com, the move aims to streamline the process from investment analysis to trade execution without requiring any coding knowledge.

Key Features of the AI Integration

Webull is launching a cloud-based version of its Model Context Protocol (MCP) server, a service that links AI assistants to a user's market data and account information. Unlike the company's existing local server, this new cloud-based system requires no software installation, API credentials, or access keys from the user.

Through supported AI platforms, eligible customers will be able to perform several actions:

• Access real-time and historical data for stocks, ETFs, options, futures, and crypto.
• Research company fundamentals and run stock screeners.
• Analyze their personal portfolios, including balances and positions.
• Have an AI assistant prepare a trade order based on their conversation.

Webull emphasized that while the AI can prepare the order, every trade must be separately confirmed by the user through the Webull platform before it is sent to the market for execution. This ensures the investor remains in full control of their trading activity.

Bridging Research and Execution

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Anthony Denier, group president and U.S. chief executive of Webull, stated that the goal is to help investors act on their findings more easily. "By bringing trading capabilities to Cloud MCP, we’re making it easier for investors to move from research to action through the AI platforms they already use, while keeping them in control of every trade," Denier said, as reported by Investing.com.

This integration represents a significant step in making sophisticated, AI-powered trading tools more accessible to retail investors. The service will initially be available to eligible U.S. users through the AI platforms Claude, Perplexity, and Grok. Access via ChatGPT is reportedly pending platform approval, and Webull plans to expand the offering to more markets and AI partners in the future.

Context and Strategic Direction

Denier framed the development as a natural evolution in how investors interact with their financial platforms. "We’ve gone from phone calls to websites to mobile apps, and natural language is the next step in that progression," he told Investing.com in a previous interview.

The move reflects a broader industry trend of brokerages integrating generative AI to enhance the user experience and provide more powerful, intuitive tools for a wider range of investors.