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How to split a portfolio across several agents with OpenTrade Agent

Give each strategy its own agent and track each agent's orders separately.

Short answer: Download the latest OpenTrade-agent- -arm64.dmg from Releases, open it, and drag OpenTrade-agent to Applications; then install and sign into the claude and/or codex CLI, then connect the Robinhood MCP following the Robinhood instructions; create one agent in the app for each strategy you want to delegate. All steps.

  • Money
  • Intermediate
  • 60 minutes
  • From the README
  • Claude Code
  • Codex

Who it is forA trader with several strategies who wants each one run by a separate agent.

The problemOne agent running many strategies makes it hard to see which strategy placed which order.

The outcomeEach strategy runs under its own agent, and per-agent order accounting shows the orders for each one.

What you need first

  • Apple Silicon Mac
  • claude and/or codex CLI installed and signed in
  • Robinhood Agentic Trading account with an authenticated MCP connection to your agent
  • Funded brokerage account, if you plan to let agents place real orders

Steps

  1. Download the latest OpenTrade-agent- -arm64.dmg from Releases, open it, and drag OpenTrade-agent to Applications.
  2. Install and sign into the claude and/or codex CLI, then connect the Robinhood MCP following the Robinhood instructions.
  3. Create one agent in the app for each strategy you want to delegate.
  4. Set separate guardrails for each agent, then compare their per-agent order accounting each day.

Prompt for your agent

In the MariusOTB/OpenTrade-Agent repo, create an agent named <strategy name> with its own guardrails. Expected output: the new agent listed with its own order accounting. Verify that orders placed by this agent are not counted under any other agent.

Caveat. The README does not state how many agents the app supports, so test with a small number first.

Use this in your AI agent

Ask your agent

Using the Deduped MCP, get the setup steps for MariusOTB/OpenTrade-Agent and "Split a portfolio across several agents"

Add Deduped to Claude Code once

claude mcp add --transport http deduped https://dedupedai.com/mcp

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