Scalable Capital Opens Platform to AI Assistants via Agentic Investing
A major development in the world of finance has taken place with Scalable Capital announcing that it is now open to all major AI assistants. The firm’s platform, which allows clients to manage their investments using simple prompts in natural language, can be connected to popular AI tools such as ChatGPT and Claude.
The move marks a significant shift towards integrating human and artificial intelligence capabilities in the financial sector. Scalable Capital claims that Agentic Investing represents ‘the greatest technological shift in financial technology since internet banking’, setting a new benchmark for how humans, AI, and capital markets interact.
Erik Podzuweit, Founder and Co-CEO of Scalable Capital, highlights the potential benefits of this integration: ‘By opening our platform, we are enabling clients to manage their investments with unprecedented ease and efficiency.’ The firm’s ambition is clear – it wants to be at the forefront of innovation in the international financial world.
Agentic Investing offers a range of features that can be accessed directly through AI assistants. These include trading, setting up savings plans, managing watchlists, and setting price alerts. Clients also have access to powerful tools from Scalable Insights: investors and AI assistants can tap into deep portfolio analyses such as diversification health checks, scenario analyses, sector or region breakdowns, and risk assessments.
News, real-time quotes, and historical price data are available free of charge through Agentic Investing. This comprehensive platform is designed to streamline the investment process for clients, making it easier for them to manage their portfolios using simple natural language prompts.
The potential applications of this technology are vast. For example, investors can create a personalised newsletter based on the securities in their portfolio and watchlist every market day at 7:00 a.m., or compare their portfolio with model portfolios such as the All-Weather Portfolio on justETF.
Preparation for analyses or tax returns is also simplified through Agentic Investing. Clients can export transactions in crypto ETPs from specific years, prepare savings plans based on projected returns, and even adjust limit orders for specific stocks. The platform’s capabilities extend to building custom tools – clients can create interactive dashboards for their portfolios, complete with holdings, performance, transactions, price charts, and news tickers.
Scalable Capital provides both a CLI application and an MCP server as part of Agentic Investing. The CLI application allows users to install the tool directly on their device, making it suitable for use with locally hosted AI assistants and models. MCP is a standard developed by Anthropic that enables connection between external providers and major AI assistants.
A step-by-step setup guide for all major AI assistants is available at scalable.capital/agentic-investing. The process of activating Agentic Investing involves logging in with Scalable credentials, confirming via two-factor authentication upfront and at regular intervals, and connecting the account to a preferred AI assistant.
Scalable Capital emphasizes that users are required to log in with their own credentials and confirm transactions through 2FA. This ensures that all activities can be monitored in real-time within the client area. Deposits and withdrawals remain possible only via the web or app.
The launch of Agentic Investing underscores Scalable Capital’s commitment as an innovation driver in the international financial world. The new features complement the company’s established AI ecosystem, which includes Insights – an AI-powered chatbot introduced by Scalable Capital in August 2025 that answers financial questions and provides real-time analysis directly within the app.
Scalable Capital will continue to expand Agentic Investing and integrate AI across various areas of its platform. The firm aims to best support clients in building their wealth through this integration, marking a significant step forward for human-AI collaboration in finance.