Webull Added AI Assistant Trade Preparation

The brokerage expanded its AI tool to allow users to generate trade orders through natural-language prompts.

Updated on Sept. 29, 2026 in Investing

Isometric editorial illustration featuring a brass compass and steel blocks, representing automated financial processes. — Webull has updated its trading platform to allow users to use AI assistants to draft trade orders for stocks and other assets. AI Illustration. Upload story photo >

Live Poll

Would you trust an AI assistant to prepare your investment trades for your final approval?

Webull has updated its AI assistant capabilities to support the preparation of trade orders for stocks, options, and other assets. Users can now use tools like ChatGPT, Claude, and Grok to build orders, though all transactions require final manual confirmation.

Why it matters

The update aims to streamline the bridge between market research and execution. By allowing AI to handle order preparation, Webull seeks to reduce the friction often associated with manual trade entry.

A recent CMC Markets survey indicated that 48.6% of clients utilize AI for investment support. Only 29.4% of surveyed clients reported trusting AI-generated market insights.

The players

Webull

Webull is a digital brokerage firm that provides an online platform for trading stocks, options, futures, and other financial products.

CMC Markets

CMC Markets is a global financial services company known for providing online trading platforms and conducting research on industry trends.

The details

Users connect their accounts to external AI assistants via an OAuth authorization process and a cloud-based Model Context Protocol server. Once linked, the AI retrieves market data and reviews balances to draft trade instructions, which appear on the platform for user verification.

Webull announced the expansion of its AI assistant capabilities on September 29, 2026.

Market Dynamics

The integration of the Model Context Protocol reflects a broader trend toward AI interoperability within financial services. This shift positions brokerages to adopt diverse generative AI tools rather than relying on proprietary, closed-loop systems.

Users can now leverage AI assistants to research and prepare trades, potentially saving time on manual order entry. However, investors must remain vigilant by personally verifying all AI-generated instructions before confirming any financial commitment.

The takeaway

While AI can assist with the logistical preparation of trades, investors should treat these tools as support rather than autonomous decision-makers. Always review order parameters carefully, as AI models can hallucinate or misinterpret complex market data.