Agents

Trading Strategies

04/20/2026

Most trading tools execute what you tell them to in the moment. Agents take it further—they monitor conditions continuously and act when those conditions are met, whether you’re watching or not. The Trading Strategies skill is what makes your Agent an active participant in your portfolio. It covers everything from a simple one-time buy to a multi-leg options position tied to a specific market event. You define the trigger, the asset, and the parameters. Your Agent handles the execution.

A few things to keep in mind: the more specific your prompt, the less back-and-forth the AI needs before proposing a workflow. If you’re unsure about a parameter—like strike price or expiration date—the Agent will ask. Nothing executes until you’ve reviewed and approved the full workflow.

Stocks

The most straightforward expression of a trading strategy. You can instruct your Agent to buy or sell a stock based on price, time, an indicator reading, or an external event. You can set a fixed dollar amount, a share count, or a percentage of your portfolio.

Example prompts:

Buy $500 of NVDA every Monday at market open.

If AAPL drops 5% in a single day, buy $1,000 worth.

Sell half my TSLA position if it hits $300.

Every Friday, trim $200 from whichever stock in my portfoli has gained the most that week.

Options

Agents can execute options strategies based on conditions you define—including multi-leg structures. You can tie execution to price movements, indicator signals, earnings events, or a specific time window. If you’re new to options, the Agent will walk you through the parameters it needs before proposing a workflow.

Example prompts:

Sell a covered call on my AAPL position every month, targeting around 5% out of the money.

Buy a put on SPY if the VIX spikes above 25.

Set up an iron condor on QQQ when implied volatility is elevated.

If META drops more than 8% after earnings are released, buy a 30-day call option with a $2,000 budget.

Rolling Options

Rolling an options position means closing your current contract and opening a new one—typically at a later expiration date, a different strike, or both. It’s a common technique for extending a trade, managing risk around expiration, or adjusting your position as market conditions shift. Your Agent can handle this automatically based on criteria you define, so you’re never caught flat-footed as expiration approaches.

Example prompts:

Two weeks before my covered call expires, roll it out one month at the same strike.

If my AAPL put is down 50%, roll it down to the next strike and out 30 days.

Automatically roll my SPY covered calls each month, keeping them 5% out of the money.

Assignment & Expiration Risk coming soon

As an options contract approaches expiration, the risk of assignment—being obligated to buy or sell shares—increases significantly. Your Agent can monitor your options positions for expiration risk and take action before things get complicated, whether that means closing the position, rolling it forward, or alerting you to step in manually.

Example prompts:

If any of my short options are within 5 days of expiration and in the money, close the position.

Alert me if any options contract in my portfolio is at risk of assignment.

If my covered call is deep in the money with less than a week until expiration, roll it out to the next month.

Crypto

Your Agent can buy, sell, or rebalance crypto positions using the same conditional logic available for stocks and options. Set price triggers, allocate a fixed dollar amount, or build a recurring strategy tied to market signals.

Example prompts:

Buy $100 of BTC every Sunday night.

If ETH drops 15% from its 30-day high, buy $500 worth.

Rebalance my BTC and ETH holdings to a 60/40 split at the start of each month.

If BTC crosses $100,000, sell 20% of my position.

Bonds

Agents can manage bond purchases as part of a broader income or capital preservation strategy. You can instruct your Agent to buy bonds based on yield thresholds, allocate cash into bonds when market conditions meet certain criteria, or rotate out of equities into fixed income.

Example prompts:

If the 10-year Treasury yield rises above 5%, allocate $5,000 from my cash into a bond ladder.

Buy investment-grade bonds with the dividends I receive each quarter.

Whenever I have more than $2,000 sitting in my brokerage account, move half into corporate bonds.

Tax Lots coming soon

When you own shares purchased at different times and prices, each purchase is tracked as a separate tax lot. Which lot you sell first has real tax implications—selling a lot held for over a year qualifies for long-term capital gains treatment, while selling a recently purchased lot may not. Your Agent will be able to factor tax lot selection into its execution logic, helping you manage your tax exposure without having to think through it manually each time.

Example prompts:

When selling AAPL, always sell the lot with the highest cost basis first to minimize gains.

If I need to sell any position, prioritize lots held longer than one year to qualify for long-term capital gains treatment.

When trimming my TSLA position, avoid selling any shares purchased in the last 12 months.

Multi-Part Strategies: Sequenced Trades

Not every strategy fits into a single trigger and a single action. Sometimes one trade is the starting condition for the next—and that’s exactly where sequenced prompts come in. Rather than building separate Agents for each step, you can describe an entire if/then chain in a single prompt and let your Agent execute each leg in order as conditions are met. Think of it like a flowchart: if this happens, do that—and then if that happens, do this next. The more clearly you map out the sequence, the more precisely your Agent can follow it.

Example prompts:

If my NVDA covered call executes, immediately place a new one at the next monthly expiration at the same strike.

If I get assigned on my short put, sell a covered call against the new position at a 5% out-of-the-money strike.

If SPY drops 3% in a day and I buy $2,000 worth, then place a stop-loss at 7% below my entry price.

If I roll my QQQ covered call out to the next month, buy a protective put on QQQ as a hedge.

When my TSLA position hits a 20% gain and I sell half, use the proceeds to buy $1,000 of SPY.

The Trading Strategies skill is the engine of your Agent. Whether you’re automating a simple recurring buy, executing a multi-leg options position, or rebalancing your crypto holdings based on a price trigger, this is how your Agent moves from monitoring to acting. The more precisely you define your conditions and boundaries, the more confidently your Agent can execute—exactly the way you intended.