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
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How Retail Investors Are Using AI To Make Trades
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