First we had robo-advisors (and they somewhat upended the traditional financial advisor market); now we have vibe-coded trading AI agents.
Like many of Wall Street’s top money managers, Colin Edsman has a team helping him stay on top of his investments. There is Alex, who scans the market regularly for promising stocks and exchange-traded funds. Sarah, who checks over open positions each day before the close. Elena, who whips up a weekly performance report. There is just one difference: Alex, Sarah and Elena aren’t coffee-chugging analysts pulling all-nighters at their terminals. They are Claude agents, working round-the-clock from Edsman’s laptop on his kitchen table. And so far, they are outperforming most of the accounts he runs himself.
Sounds great, right? Until it doesn’t. The financial advice forums where people report on their use of AI-powered trading agents are full of horror stories of agents going off the rails, doubling down on bad trades and wiping out accounts. And yet – people like Edsman are pushing the boundaries.
