Uploaded April 2026 | Updated September 2026, 1 week ago

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Claude Desktop is connected to a live Public brokerage account via the Public MCP Server. In this video, we run a full trading workflow — portfolio analysis, options Greeks, live quotes, order preflight, and order management — all from a single Claude conversation.

No simulated output. All data pulled from a live account in real time.

What's covered:
- Portfolio scan: positions, P&L, and risk concentration
- Options Greeks analysis: theta burn and delta exposure across open positions
- Live quotes: equity holdings vs. broader market context
- Trade construction and preflight: margin impact, buying power, and fees
- Order management: surfacing unfilled limit orders and cancel/replace execution

About the Public API:
- Commission-free trading with rebates on equity options contracts
- 16 hours of equity trading (execute across extended market hours)
- Stocks, ETFs, bonds, crypto, and options supported
- Account types: Brokerage, Roth IRA, Traditional IRA
- Index options supported
- Multileg order support with preflight validation
- API keys and brokerage data stay local — no third-party data exposure
- Python SDK, MCP Server, and Postman Collections available
- Compatible with Perplexity, Claude, OpenClaw, and other AI agents

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🔗 Claude Desktop MCP setup guide:
public.com/api/docs/templates/claude-desktop-mcp

📄 Public API docs:
public.com/api/docs

🚀 Get Started — Request API access:
public.com/api

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Chapters:
0:00 Intro
0:53 Claude Desktop + Public MCP overview
1:50 Portfolio scan: positions, P&L, risk concentration
4:01 Options Greeks: theta burn and delta exposure
5:40 Live quotes: equity holdings vs. market
7:11 Trade construction and order preflight
9:01 Order management: open orders and unfilled limits
10:29 Cancel and replace: full order lifecycle
11:10 Wrap up

View disclosures: public.com/disclosures.