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Create your first agent

Four short steps, Strategy, Amount, Limits and Review, then two confirmations in your wallet.

Reviewed 2026-09-26

Open Create an agent. The studio has four steps. Continue → moves on, ← Back goes back, and nothing is sent until the last step.

  1. Pick a strategy.
  2. Set the amount or choose Practice.
  3. Set the spending limits.
  4. Review before connecting a wallet.
Strategy, Amount, Limits and Review lead to wallet sign-in before creation.

Strategy: pick a basket

Choose one of 20 strategies, each a basket of Stock Tokens plus cash. Search by name or stock, filter with the chips (Broad, Tech, AI, Oil & metals, Safer, Bold), or sort with the Sort menu: Popular, Best 30 days, Most cash, A to Z.

Or choose Build your own: tap the stocks you want and set a share for each. Whatever is left is cash. Even split shares it out evenly. The shares and cash must add up to 100%.

The Strategy step shows searchable baskets, filters, a selected basket and its summary.The Strategy step shows searchable baskets, filters, a selected basket and its summary.
  1. Search or filter the strategies.
  2. Select a basket and read its preview.
  3. Continue to Amount.
Choose a basket before setting your amount.

Amount: how much it looks after

The default is $20. Quick picks are $1, $10, $20, $50, $100 and Max. The least is $1. You see what your amount buys of each stock, in dollars.

Tick Practice with no money to start with $0 and watch it decide first. Short of USDG? The step links to Bridge to bring some in, and shows the free $1 card while it lasts.

The Amount step shows a $20 amount, quick picks and the dollar split between two funds and cash.The Amount step shows a $20 amount, quick picks and the dollar split between two funds and cash.
  1. Enter or pick an amount.
  2. Check what that amount buys.
  3. Choose Practice to start with no money.
The amount preview shows where the money would go.

Limits: the most it may spend

SettingStarts atHeld by
Per trade$10your contract on the chain
Per day$50your contract on the chain
Rebalance when a holding drifts by3%the agent
Most in any one stock50%the agent
Stop everything after a loss of15%the agent
Ask me first above$100the agent

The last four sit under More options, with Notes for your agent (up to 600 characters) and standing rules. Limits explains each one.

The Limits step shows the per-trade and per-day amounts with More options expanded.The Limits step shows the per-trade and per-day amounts with More options expanded.
  1. Set the maximum per trade.
  2. Set the maximum per day.
  3. Open More options for the agent rules.
The on-chain limits appear above the extra agent settings.

Review: name it and create it

Give it a name, or keep the strategy's name. Read the summary; each part has an Edit link. Read and accept the one-page disclosure the first time. Choose how it starts under It starts:

  • Live: trades on its own, inside your limits. This is the default.
  • Practice: decides for real, spends nothing.

The page shows the network fee, “about $X in ETH, from your wallet”. If your wallet is short of ETH, Get ETH for fees takes you to Bridge. Then press Create and put in $X.

If you have not signed in yet, Review first asks you to connect your wallet; the live and Practice choices and the final create button appear after sign-in.

The Review step summarises the strategy, amount and limits and asks the visitor to connect a wallet.The Review step summarises the strategy, amount and limits and asks the visitor to connect a wallet.
  1. Review the strategy, amount and limits.
  2. Connect your wallet before creation.
Review pauses at wallet sign-in when you are not connected yet.

What your wallet signs

  1. Create your agent account. One call to the agent factory creates a contract that belongs to your wallet, with your per-trade and per-day limits and the approved Stock Tokens. The factory always makes the caller the owner, so nobody can create an agent that belongs to someone else.
  2. Move $X of USDG into it. A plain USDG transfer to your agent's address. Skipped in Practice with no money.

The fee is a few cents of ETH, and the page sets a small margin on top so a small wallet's transaction is accepted.

After it is created

A card says “Name” is live (or is practising), shows what it holds and its account address, with Copy the address. From here:

Source notes

This page was checked against the code on 2026-09-26. These are the files it follows.

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