Legacy.
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Meet your new AI
investment co-pilot

Legacy connects your brokerage to leading AI, letting you analyze,
strategize, and trade directly through a conversational interface.

Wealthsimple 1
Robinhood 2
Questrade 3
Interactive Brokers 4
moomoo 5
Charles Schwab 6
Wealthsimple 7
Robinhood 8
Questrade 9
Interactive Brokers 10
moomoo 11
Charles Schwab 12

How it works

Seamlessly connect your brokerage accounts to ChatGPT, enabling you to analyze portfolios, research investments, and execute trades through natural conversation.

Your chatbot understands
your portfolio

Go beyond basic conversation. Legacy's provides access to your entire portfolio for deep understanding of your needs.

Connect Any Brokerage

Securely link Wealthsimple, Robinhood, and other major platforms in minutes.

AI-Driven Analysis

Leverage your own ChatGPT & Claude for deep market insights and portfolio analysis.

Trading

Execute trades, check balances, and research investments through simple conversation.

Secure & Private

Bank-grade encryption and strict data privacy. Your AI, your data, your control.

From insight to action,
instantly.

Ask your AI to analyze a stock, preview the trade impact, and execute it directly with your broker—all within the same conversation, without switching apps.

Carousel 1
Alice avatar

Alice previewed trade

XEQT analysisBuy 20 shares

Preview trades instantly

See potential outcomes and confirm details before sending orders to your broker.

Carousel 2
Bob avatar

Bob checked balance

Portfolio queryBalance displayed

Portfolio at your fingertips

Get real-time updates on your holdings and performance via simple chat commands.

Carousel 3
Aisha avatar

Aisha identified trend

Market dataUser notification

Proactive AI insights

Let your AI monitor markets and alert you to potential opportunities or risks.

Bank-grade security for your financial AI

Fortified Data Protection

Utilizing advanced encryption and security protocols to protect your account connections and financial data.

You Control Your Data

We never train AI models on your personal financial data. Your information remains private and is only used to serve your requests.

Continuous Security Audits

Regular penetration testing and security assessments to ensure the highest level of protection for your Legacy experience.

Plant
Join the Waitlist

Your personal AI
investment analyst

Be among the first to experience
AI-driven investing with Legacy.
Golden key
Power Users

Manage multiple
accounts?

Discover how Legacy can streamline managing
multiple accounts with AI.