Robinhood MCP Trading Agent

DISCLAIMER — READ BEFORE USE

This project is for educational and portfolio-demonstration purposes only. It is not financial advice. Trading involves substantial risk of loss. Past performance does not guarantee future results. You assume all risk for any live trading you conduct using this software. The author(s) are not registered investment advisers. Never risk money you cannot afford to lose.

What it does

A fully-automated Python swing-trading agent for a small Robinhood account. Every weekday morning it:

1. Pulls free market data via yfinance (no API cost)
2. Runs a 6-step technical screening pipeline on a 19-symbol watchlist
3. Checks macro conditions (SPY trend + VIX level)
4. If a stock passes all screens → sends you a WhatsApp message with the trade details
5. You reply YES or NO from your phone
6. On YES → places a bracket order on Robinhood (limit buy + stop-loss + profit target)
7. Saves a daily log to logs/YYYYMMDD.txt

The agent runs automatically at 9:45 AM Mon–Fri via Windows Task Scheduler — no manual action required.

Cost breakdown

| Component | Cost | |---|---| | Daily market data (yfinance) | $0 | | Weekly watchlist AI review (Claude Sonnet) | ~$0.02 / week | | Order placement via Robinhood MCP | ~$0.10 / trade | | WhatsApp notifications (Twilio sandbox) | $0 |

Running the agent every day costs essentially nothing unless a trade fires.

Position sizing (designed for a $250 account)

All percentages scale automatically to any account size.

| Parameter | Value | |---|---| | Position size | 25–30% of account per trade | | Max concurrent positions | 2 | | Cash reserve (always kept back) | 15% | | Stop loss | 5–7% below entry | | Profit target | 10–20% above entry | | Minimum reward:risk required | 1.5:1 | | Drawdown breaker | −15% from peak → pause all new entries |

With a $250 account: each position is ~$68, worst-case loss if both stop out = ~$9.60 (−3.9% of account).

Screening pipeline (6 steps)

1. Universe scan — active watchlist from WatchlistManager (starts with 19 symbols)
2. Technical screen — price above MA50, RSI bounce or momentum, volume confirmation, support level within 5–7% for stop
3. Catalyst check — excludes stocks with earnings within 7 days, or avg daily dollar volume < $50M
4. Risk/reward calc — computes stop and target from support/resistance; rejects if R:R < 1.5
5. Macro gate — SPY vs MA50 + VIX level → NORMAL / RAISE_BAR / NO_TRADE
6. Rank — top 2 candidates by reward:risk ratio

Project structure

robinhood-mcp-trader/
├── trading_agent/
│   ├── config.py              # All constants — review before going live
│   ├── yfinance_client.py     # Free market data (replaces expensive MCP data calls)
│   ├── robinhood_mcp_client.py # Robinhood MCP — used only for order placement
│   ├── research_engine.py     # 6-step screening pipeline
│   ├── watchlist_manager.py   # Dynamic watchlist with weekly AI review
│   ├── main_agent.py          # Orchestration + CLI entry point
│   ├── order_executor.py      # Bracket order placement + integrity checks
│   ├── account_state.py       # Cash, positions, drawdown tracking
│   ├── position_sizing.py     # Dollar sizing + bracket-price math
│   ├── sms_notifier.py        # WhatsApp approval flow (Twilio)
│   ├── trade_proposal.py      # Immutable proposal value object
│   ├── defensive_monitor.py   # Intraday VIX + position-swing circuit breakers
│   ├── wash_sale_tracker.py   # 30-day wash-sale log + gate
│   ├── reporting.py           # Daily report generation + trade journal
│   └── tests/                 # pytest suite (no live connections required)
├── run.bat                    # Manual launch (Windows)
├── run_scheduled.bat          # Automated launch — used by Task Scheduler
├── requirements.txt
├── .env.example               # Template — copy to .env and fill in credentials
└── logs/                      # Daily output files (gitignored)

Setup

1. Prerequisites

• Python 3.11+
• A Robinhood account with agentic trading enabled
• A Twilio account (free trial works) for WhatsApp notifications
• Claude Code CLI (for the Robinhood MCP connection)

pip install -r requirements.txt

2. Credentials

cp .env.example .env

Open .env and fill in:

| Variable | Where to get it | |---|---| | ANTHROPIC_API_KEY | console.anthropic.com → API Keys | | ROBINHOOD_MCP_TOKEN | Auto-read from ~/.claude/.credentials.json after connecting via Claude Code | | TWILIO_ACCOUNT_SID | console.twilio.com | | TWILIO_AUTH_TOKEN | console.twilio.com | | TWILIO_WHATSAPP_FROM | whatsapp:+14155238886 (Twilio sandbox number) | | YOUR_PHONE_NUMBER | Your number in E.164 format e.g. +12125551234 |

3. Connect Robinhood MCP (one-time)

Open Claude Code, run /mcp, find robinhood-trading, and connect. Claude Code keeps the token refreshed automatically — the agent reads it from ~/.claude/.credentials.json.

4. Set up WhatsApp notifications (one-time)

1. Open WhatsApp and message +1 (415) 523-8886
2. Send the join code shown in your Twilio console under Messaging → Try it out → Send a WhatsApp message
3. You're now enrolled in the sandbox — the agent can message you

5. Schedule automatic daily runs (Windows)

Run once to register the 9:45 AM weekday task:

schtasks /create /tn "RobinhoodTradingAgent" /tr "\"%CD%\run_scheduled.bat\"" /sc weekly /d MON,TUE,WED,THU,FRI /st 09:45 /f

Your computer must be on and not sleeping at 9:45 AM for the task to fire.

Running manually

run.bat

Or directly:

python -m trading_agent.main_agent

Dry-run mode

DRY_RUN = True in config.py (default). The full pipeline runs — research, WhatsApp notification, approval gate — but no orders are sent to Robinhood. Bracket order details are logged only.

Run several dry-run cycles before going live. When satisfied:

1. Open trading_agent/config.py
2. Set DRY_RUN = False

Note on bracket orders: Robinhood MCP does not support native OCO (one-cancels-other) orders. The agent places three separate GTC orders (limit buy, stop-loss sell, profit-target sell). When one of the exit orders fills, the other must be cancelled. A mid-day monitoring task to handle this automatically is planned before the live flag is recommended.

Dynamic watchlist

The agent maintains its own watchlist state in trading_agent/data/watchlist_state.json. Every Friday, it calls Claude Sonnet to review the past week's screening results and decide which symbols to keep, remove, or add. You never edit the watchlist manually — performance data drives the decisions.

Safety constraints (enforced in code)

• No order placed without your WhatsApp approval
• Hard stop-loss at broker level immediately at entry — never relies on monitoring alone
• Max 2 concurrent positions, max 1 leveraged ETF
• Drawdown breaker at −15% from peak automatically halts new entries
• Earnings exclusion within 7-day window
• Minimum $50M daily dollar volume floor
• Bracket integrity check each monitoring cycle — missing stop triggers emergency alert

License

MIT — see LICENSE.