How do I set up the Robinhood Agentic Feed (beta)?

The Robinhood Agentic Feed is a Premium beta feature. Your own AI agent reads your DMS portfolio's target weights, reads your Robinhood Agentic account, works out the difference, and places the trades. It removes the arithmetic and the order entry. You still decide when it runs.

What it does not do

This is not automatic trading. Nothing happens unless your agent is triggered, either because you asked it to or because you set up a schedule in your own AI platform. If nothing triggers it, nothing happens, and your account keeps last month's allocation.

DMS is not connected to Robinhood. There is no link between the two. DMS publishes your target weights at a private address, and your agent reads them. DMS cannot see your account or your balance, cannot tell whether your agent ran, and cannot place, cancel or reverse a trade. Your agent is the only thing that sees both sides.

DMS is not affiliated with Robinhood.

Who can use it

• You must be 18 or older with a legal US residential address.
• Not for retirement accounts. You may not use this feature to direct trades in an IRA, Roth IRA, 401(k) or any other retirement account, even if your broker or AI platform later allows agentic trading in one.
• The account must be your own, for your own self-directed investing. You may not use your token to trade or manage money for anyone else, or share or redistribute it.
• One Robinhood Agentic account per member during the beta.

What you need

• A DMS Premium subscription, and access to the email address on your DMS account (we send confirmation codes there)
• A Robinhood account, plus a Robinhood Agentic account that you open and fund
• A paid AI plan that supports custom MCP connectors, such as Claude (Cowork or Claude Code), ChatGPT, or another MCP-capable agent
• A desktop computer for the Robinhood setup

If you do not already pay for an AI plan, adding one costs more per year than AutoPilot, which handles scheduled execution for you with none of this setup. AutoPilot is the better choice for most people.

Step 1 - Build your portfolio on DMS

Open the Custom Portfolio Builder and save a blend of whichever strategies you want, totalling 100%. A single strategy at 100% is fine.

A few strategies cannot be used with this feature:

• Profit Farmer and Profit Farmer w/Gold
• Alpha by Sector, which is available through AutoPilot instead
• GTAA Agg3, which is still being validated

If your portfolio includes one of these, My Account will tell you which when you try to use it.

About 300-tier strategies. Catalyst 300, Global Navigator 300 and LT Gain 300 can hold up to 300% notional exposure through 3x leveraged funds. As noted on their strategy pages, they are designed to be used as a sleeve within a portfolio rather than as a whole portfolio. Leveraged funds also drift quickly, so expect your agent to rebalance a 300-tier sleeve more often than the rest of your portfolio. Whether and how much to use them is your decision.

Step 2 - Get your token and set your portfolio

Open My Account, then Robinhood Agentic Feed (beta).

1. Read the terms. The checkbox unlocks when you scroll to the end. Tick it, then select Accept and generate token.
2. We email you a 6-digit code. Enter it to confirm it is you.
3. Your token appears. It is shown once. Copy it somewhere safe. If you lose it, select Rotate to get a new one, then update your agent.
4. Under Portfolio your agent trades, choose a saved portfolio and select Use this.

Your agent trades a copy. Editing or deleting the saved portfolio afterwards does not change what your agent trades. To change it, choose a portfolio in My Account again.

Confirmation emails. Generating, rotating, changing your portfolio and revoking each send you an email. If you receive one for a change you did not make, change your DMS password and select Revoke. Revoking never needs a code.

Your token works like a password to your DMS target weights. It cannot place trades or touch your money, but anyone holding it can read your portfolio's targets. Keep it only in your agent's setup.

Step 3 - Open and fund a Robinhood Agentic account

On desktop, follow Robinhood's instructions for opening an Agentic account.

Fund it with the amount you have decided to put under an AI agent. This is the sizing decision, and it is the only one. Your agent trades 100% of whatever is in that account, and nothing outside it. If you have $500,000 at Robinhood and want $50,000 following a DMS portfolio, move $50,000. The rest stays where it is.

The Agentic account must be a taxable brokerage account.

Do not hold cash back inside the Agentic account. DMS strategies are complete portfolios. They hold their own defensive positions and move to cash internally when the signals say so. Uninvested money will be spent on the first rebalance.

If Robinhood offers a setting that requires your approval before each trade, we suggest turning it on for the first few months. We cannot see or enforce this setting.

Step 4 - Connect your agent

Your agent needs two connections.

Robinhood: add Robinhood's MCP server as a custom connector, using the address in Robinhood's agentic trading setup instructions, and complete Robinhood's sign-in.

DMS: your agent calls https://dualmomentumsystems.com/agent-feed.php with your token in an Authorization: Bearer header.

Use that address exactly, without www. The www form redirects, and the token header is dropped when a redirect changes the address, so it fails in a way that looks like a bad token.

Then give your agent the DMS Agent Instructions and paste your token where they say to. Paste them into your agent or scheduled task. Do not tell your agent to fetch them from our site each time.

Step 5 - Test before you schedule

1. Ask your agent to fetch your DMS targets and report them without trading. Compare them with this month's allocation on the DMS site, not the Provisional row, which is a projection of next month.
2. Ask for a rebalance plan without placing orders. Check the dollar amounts look sensible for your account.
3. Only then let it trade.

Step 6 - Schedule it, if you want to

DMS allocations update monthly, but most scheduling features have no monthly option. Use daily. The instructions are written to be safe to run every day: when your account already matches the targets, the agent does nothing.

After setting up a schedule, check the first scheduled run's output. Confirm it reports reaching both DMS and Robinhood. Some AI platforms do not make custom connectors available to scheduled tasks, and a run that cannot reach Robinhood has checked nothing.

What to check, and how often

• Monthly, when your DMS digest email arrives. The allocation month has turned over. Check your account reflects the new allocation within a few days.
• Your token's "Last used" time in My Account. This is the only sign DMS has that your agent is running. If it stops updating, your scheduled task has stopped.
• Your Robinhood activity. The trades appear there like any others.

When something goes wrong

Nothing traded. Most likely your scheduled task did not run, or your agent could not reach one of its two connections. Check your AI platform's task history, and try reconnecting Robinhood.

Your agent says the portfolio cannot be traded. It will name the reason, usually a strategy from the list in Step 1.

Your agent says the token is invalid. You may have rotated or revoked it. Generate a new one and update your agent.

Your agent says the data is stale. If the allocation data has not updated in four days, the feed refuses to serve rather than let your agent trade on old numbers. Contact us if it persists.

Your results do not match the site. Expect some difference. Published figures are backtested and do not include your trading costs, timing or partial fills. A large gap is worth reporting.

The confirmation code did not arrive. Check your spam folder, then select Send a new code. You can request one a minute.

Honest limitations

• We cannot see whether your agent ran, what it traded, or whether it traded correctly.
• AI agents make mistakes. They can misread instructions, invent tickers, size positions wrongly, or act on stale data.
• This is a beta feature. It is documented but not supported. We cannot help debug your AI platform or your Robinhood connection.
• Robinhood does not supervise, audit or endorse any agent or strategy.
• Performance shown on this site is hypothetical and backtested. Your results will differ.

If any of that is uncomfortable, AutoPilot does this for you, and we would rather you used it.