Practical Use

How do I set up DMS → AI Agent → Brokerage?

Last updated September 20, 2026

DMS → AI Agent → Brokerage is a Premium feature. Your own AI agent reads a DMS portfolio's target weights, reads one of your brokerage accounts, works out the difference, and trades.

Most members set it to run automatically. You create a daily scheduled task in your own AI app (Step 6). On most days it checks and does nothing. After each month-end, it trades the new allocation, with no action from you.

You can run more than one account. Each account gets its own connection on the DMS side and its own scheduled task in your AI app. A connection is just a DMS portfolio with a name you choose.

Your AI app needs two connections, not one. One to your brokerage, which you set up with your broker, and one to DMS. For example, Claude Cowork connected to both. DMS provides only the second. If your broker does not offer an MCP connector for AI agents, this feature cannot work with that account.

Free Claude or a paid AI plan?

There are two ways to run this. Choose which one at the top of the panel in My Account; your connections are the same either way, so you can switch at any time.

Free Claude account: run it by hand. A free Claude account allows one custom connector, and your broker needs it. So DMS is not connected as a connector. Instead, each of your connections has a private link, and your agent reads your targets from it. After each month-end you open a new chat, paste the free-account instructions, and send. Your agent shows its plan and waits for your OK. Nothing happens unless you run it.

Keep private links private. Each one can read that connection's targets, though never trade. Paste it only into your own AI chat, and select Reset link on the card if you think one has leaked; the old one stops working at once.

Paid AI plan: let it run itself. With a paid plan, DMS connects as its own connector alongside your broker's, and a scheduled task can check every day and trade after month-end with no action from you. Claude Pro and above is the tested setup; ChatGPT and Grok may work but are untested with DMS.

The rest of this guide covers both. Where they differ, it says so.

What DMS does and does not do

DMS never places trades. Your agent does, on the schedule you set in your AI app. If you do not set a schedule and do not run it yourself, nothing happens, and your account keeps last month's allocation.

DMS is not connected to your broker. 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 cannot check that you paired things correctly. You tell your agent which DMS connection to read. If you name the wrong one, DMS has no way to know, and your agent will trade the wrong allocation without anything looking broken. Step 4 is about getting that right.

DMS is not affiliated with any broker.

Which brokers work

Any broker whose own MCP connector your AI app can use. As of this writing that includes Robinhood, Interactive Brokers and Webull, and the list changes as brokers ship connectors.

Brokers differ in what they let an agent do. Some let it submit orders directly. Others stage the orders for you to confirm in the broker's own app. Both work with DMS; the agent instructions handle either, and your report says which happened.

Check your broker's own rules before you start, including which account types they allow an agent to act in. That is the broker's decision, not ours, and it changes.

Who can use it

What you need

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 - Decide what each account should follow

Every published DMS strategy can be used except Profit Farmer and Profit Farmer w/Gold, which have their own page.

You can pick a single strategy at 100%, blend several, or start from a portfolio you already saved in the Custom Portfolio Builder. You build the blend inside the MCP panel itself, using the same builder you already know, so nothing has to be saved first.

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 - Accept the terms

Open My Account, then DMS → AI Agent → Brokerage.

  1. Read the terms. The checkbox unlocks when you scroll to the end. Tick it, then select Accept and continue.
  2. We email you a 6-digit code. Enter it to confirm it is you.

A token also appears, shown once. You only need it if your agent uses the direct feed instead of the DMS connector (see Step 4). If you might, copy it somewhere safe.

Step 3 - Add a connection for each account

Select Add a connection. Then:

  1. Name it after the brokerage account it is for. "Roth at Webull", "IBKR taxable". The name is how your agent asks for it, and it is the only thing tying a portfolio to an account, so make it unmistakable.
  2. Optionally use Start from to copy in a DMS strategy at 100% or one of your saved portfolios, then adjust the weights.
  3. Make the weights total 100% and select Use for this connection.

Repeat for each account you want to run, up to five.

Each connection keeps its own copy of the weights. Starting from a saved portfolio copies it once. Editing or deleting that saved portfolio afterwards does not change what any agent trades. To change what an agent trades, edit the connection.

One connection is the default. It is what the direct feed serves when an agent asks without naming a connection. If you only use the DMS connector, the default does not matter.

Confirmation emails. Adding, changing, renaming or removing a connection, changing the default, resetting a private link, generating or rotating a token, connecting an app, and revoking each send you an email naming the connection involved. If you receive one for a change you did not make, change your DMS password and select Revoke and disconnect all. Revoking and removing never need a code.

Step 4 - Connect your AI app to your broker and to DMS

Your AI app needs two connectors. Do the broker first: it is usually the bigger job, and without it nothing else here can run.

First, your broker. DMS cannot do this part for you and never sees it. Follow your broker's own instructions for AI or agentic trading. Typically that means:

When it works, your AI app can list your brokerage accounts. If it cannot, stop here and sort that out with your broker; DMS cannot help from this side.

On a free Claude account, stop here. Your broker is using your one custom connector, so you do not add DMS. Instead, with Free Claude account selected at the top of the panel, fill in each connection card's broker and account and select Copy agent instructions. That gives you the free-account instructions already filled in for that connection. Skip to Step 5.

On a paid plan, then connect DMS. Add a custom connector with this address:

https://dualmomentumsystems.com/mcp

In Claude, open Customize, then Connectors, select +, and paste the address. When your app asks, sign in with your DMS account, enter the 6-digit code we email you, and select Approve. The app then appears under Connected apps in My Account, where you can disconnect it at any time.

Use the address exactly, without www.

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

Copy them from the connection card. Each card has a small form: your broker (Robinhood, Interactive Brokers, Webull, or type another), the account, and whether to show you the plan first or trade without asking. Then Copy agent instructions gives you the full instructions with the header filled in for that connection. Your broker and account details are saved in your browser only; DMS never receives them. Describe the account by nickname or last 4 digits, never the full number.

Using Claude Code, Codex or another agent that runs code? Instead of the connector, it can call the direct feed at https://dualmomentumsystems.com/agent-feed.php?portfolio=YOURCONNECTIONNAME with your token in an Authorization: Bearer header. Paste your token into the instructions where they say YOURTOKENHERE, and allow dualmomentumsystems.com in the app's network settings. Your token works like a password to your target weights: it cannot trade, but keep it private.

Step 5 - Test before you automate

The instructions start with Run mode: AUTOMATIC, which means your agent places trades without asking. For your first run, tell it to hold off:

  1. Ask your agent to fetch your DMS targets and report them without trading. Check it names the connection you expected, then compare the targets with this month's allocation on the DMS site, not the Provisional row, which is a projection of next month.
  2. Ask it to show the order plan first. Check the plan looks sensible for the right account, then tell it to go ahead. This places your first allocation.

Do this separately for each account. Getting two tasks crossed is the mistake worth spending five minutes to rule out.

Step 6 - Set it to run automatically (paid plans)

On a free Claude account this step does not apply. Instead, after each month-end, open a new chat, paste your saved instructions, and send.

  1. Create a scheduled task in your AI app, one per account. In Claude, open Cowork and choose Scheduled in the sidebar. Scheduled tasks run in the cloud, so your computer does not need to be on.
  2. Set it to run daily. DMS allocations change monthly, but most apps have no monthly option. Daily is safe: when the account already matches its targets, the agent does nothing.
  3. Paste the instructions copied from the connection card into the task. Start with I want to approve trades. Once a run looks right, switch the card to Trade without asking, copy again, and replace the task's instructions. With approval on, a scheduled run reports its plan and waits for you.
  4. Let the task act without stopping. Set your AI app to use the DMS and broker connectors without asking each time; in Claude, choose to always allow them when prompted. On Claude Team or Enterprise plans, an admin may need to allow custom connectors. If your broker asks you to approve each trade, a scheduled run cannot answer, so either turn that off or expect staged orders you confirm yourself.
  5. Check the first scheduled run. Open its results and confirm it reached both DMS and your broker, and that it names the connection you expected. A run that cannot reach the broker has checked nothing, and the instructions make it say so. If the report says there is no broker connection, go back to Step 4: the broker connector is missing from your AI app.

What happens each day: most days the report says no trades are needed. After the last trading day of each month, DMS publishes the new allocation overnight, and your next scheduled run sells what is no longer held, then buys the new targets. If a run fails, the next day's run catches up.

What to check, and how often

When something goes wrong

Your agent says the private link is not valid (free accounts). The link was reset, the connection was removed, or you turned the feature off and on again, which replaces every link. Copy the instructions from the connection card again.

Your agent says it may have been given a cached copy (free accounts). The response it got was more than a day old. Start a new chat and try again.

Your agent says there is no broker connection. Your AI app has DMS connected but not your broker. DMS cannot fix this; add your broker's connector in your AI app as in Step 4.

Nothing traded after month-end. Check the task's latest report. If it says it showed a plan and stopped, the first line reads Run mode: ASK FIRST (or is missing); change it to Run mode: AUTOMATIC. If it staged orders, confirm them in your broker's app. If it waited for an approval, see Step 6, item 4. If it could not reach DMS or your broker, reconnect that connector (for DMS, check it still appears under Connected apps in My Account). If there is no report at all, the task did not run.

Your agent says it must name a portfolio. You have more than one connection and the task's Portfolio: line is missing. The error lists your connection names. Copy the right line from My Account.

Your agent says there is no portfolio by that name. The name in the task does not match a connection, usually because it was renamed or typed by hand. Copy the instructions from the connection card again rather than editing the name by hand.

Your agent traded the wrong allocation. Check the Portfolio: line in that task. Two tasks pointing at the same connection is the usual cause. DMS cannot detect this, which is why the instructions make your agent report the portfolio label it used.

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 it must sign in to DMS again. The app was disconnected, the connection went unused for 90 days, your Premium membership lapsed, or our terms changed and you have not re-accepted them. Check My Account first, then reconnect the DMS connector in your app.

Your agent says the token is invalid (direct feed only). You may have rotated or revoked it. Generate a new one and update your tasks.

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

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

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