Agentic finance

Create instructions that can be executed on your behalf. Securely connect your portfolio for use with AI. The next frontier is here.

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If this, trade that

Create instructions for Flows to execute trades on your behalf—only with Questrade Pro.

Stocks displayed for illustrative purposes.

There’s a Flow for any situation

Create your own, or browse a library of Flows that other traders are using.

Buy the dip

Execute a trade when the stock price changes by your set amount.

Cash sweep

Invest in specific stocks when your idle cash reaches a certain threshold.

Concentration trim

Protect your profits and sell parts of your stock when a target is reached.

Earnings alert (Coming soon)

Be notified the moment a company releases its results, and automate your buy or sell to match.

P&L bracket (Coming soon)

Manage your risk and preset your limit for loss or gains.

Annual low buy (Coming soon)

Set the purchase of a stock when a low for the year is hit.

Learn more about Agentic Finance

Trade with your AI agent

Connect your Questrade account to your AI of choice. Chat with it as usual. Find your next move.

01

Analyze

Ask about your portfolio, watchlists, or any market question that comes to mind. Your connected AI will have the context from your Questrade account and its own research to give you a personalized, informed answer.

02

Strategize

Have your AI summarize the strengths and vulnerabilities of your portfolio, giving you clear signals and fast insights. Then, act on them with advanced charting and more AI-powered tools with Questrade Pro.

03

Execute

Buy, sell, modify, or cancel any trade, all without leaving your AI chat. Questrade will send you a push notification to confirm your move before anything goes through.

For illustrative purposes.

Connect your AI of choice

Securely link your account with top AI agents like these.

The final say is always yours

With Flows and MCP, no move happens without you knowing.

Control

Your Flows will only execute trades based on the conditions you set, and can be paused anytime.

Confirmation

Set up your Flows to send notifications and require your sign-off before making any trades.

Alerts

Stay up to date on events happening within your Flows, from industry shifts to company announcements.

The next frontier is here

Get started