• Agentic Investing in natural language: Access trading, savings plans, watchlists, price alerts, news, market data, and more—all through simple prompts.
• Free choice of AI: Agentic Investing is compatible with all major AI assistants, including ChatGPT, Claude, and Grok.
• Security and control: Manage access, approve trades and savings plans prior to execution, and monitor all activities in the app or on the web.

Vienna, 25. August 2026. Scalable Capital is the first bank in Europe to open its platform to all major AI assistants, including ChatGPT (OpenAI), Claude (Anthropic), and Grok (SpaceXAI). Starting today, clients can activate Agentic Investing in their profile settings and connect their account with their preferred AI assistant.

All key features are available from day one: trading, setting up savings plans, managing watchlists, and setting price alerts. Agentic Investing provides a native search for stocks, ETFs, and derivatives. News, real-time quotes, and historical price data are available free of charge. Clients also have access to powerful tools from Scalable Insights: investors and AI assistants can tap directly into deep portfolio analyses such as diversification health checks, scenario analyses, sector or region breakdowns, and risk assessments.

“Agentic Investing represents the greatest technological shift in financial technology since internet banking. By opening our platform, we are setting the benchmark for how humans, AI, and the capital markets interact,” says Erik Podzuweit, Founder and Co-CEO of Scalable Capital.

From prompt to trade: how AI assistants simplify investing

Agentic Investing offers a new level of personalisation and efficiency. Instead of clicking through app screens and performing manual searches, clients can now manage everything using simple prompts in natural language. The following examples illustrate the potential for investors:

• Personalised news: “Create a personalised newsletter based on the securities in my portfolio and on my watchlist, every market day at 7:00 a.m.”
• Monitor model portfolios: “Compare my portfolio with the All-Weather Portfolio on justETF”
• Preparation for own analyses or tax returns: “Export my transactions in crypto ETPs from the calendar year 2025 in CSV format”
• Prepare savings plans: “What monthly savings rate do I need to reach €25,000 in 10 years with a 7% p.a. return? Prepare a corresponding savings plan order for the Scalable World ETF”
• Manage orders: “Adjust the limit for my buy order for Siemens to 5% below the current ask price”
• Build custom tools: “Create an interactive dashboard for my portfolio: with holdings, performance, transactions, and a price chart showing my buys, sells, and price alerts – including a news ticker for my stocks.”

Setup

Agentic Investing can be activated on the web under Profile > Security. Scalable Capital provides both a CLI (Command Line Interface) application and an MCP (Model Context Protocol) server. The CLI application can be installed directly on the user's device, making it particularly suitable for use with locally hosted AI assistants and models. MCP is a standard originally developed by Anthropic, which is now supported by all major AI assistants to connect with external providers. A step-by-step setup guide for all major AI assistants is available at scalable.capital/agentic-investing.

Security and control

Agentic Investing can be deactivated at any time. All existing account and role permissions apply. Users are required to log in with their Scalable credentials and confirm via two-factor authentication (2FA) upfront and at regular intervals. Scalable CLI and MCP serve as technical interfaces to external AI applications. These third-party applications operate independently and outside Scalable’s control. AI-generated outputs, recommendations, or transactions do not originate from Scalable Capital, do not constitute investment advice, and are executed at the investor's own risk.

All investment services are provided in accordance with existing legal and regulatory requirements. As is the case on the web and in the app, ex-ante cost information or Key Information Documents (KIDs) are provided prior to every securities transaction. This pre-trade information is assigned an individual reference and must be explicitly confirmed. Clients also receive the standard push notifications, trade confirmations, and mailbox messages for all transactions executed via Agentic Investing. Deposits and withdrawals are only possible via the web and app. All activities can be monitored in real time in the client area.

Accelerating AI innovation

The launch of Agentic Investing underscores Scalable Capital's ambition as an innovation driver in the international financial world. The new features complement the company's established AI ecosystem: in August 2025, Scalable Capital became the first bank in Europe to introduce the AI tool "Insights", an AI-powered chatbot that answers financial questions and provides real-time analysis directly in the app. Scalable Capital will continue to expand Agentic Investing and integrate AI across many areas of the platform to best support clients in building their wealth.

About Scalable Capital

Scalable Capital is a leading bank that empowers people in Europe to shape their own finances. Scalable Capital makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives and set up savings plans. Attractive interest and private equity complement the range of products and services. With the European Investor Exchange, Scalable Capital offers an exchange specifically for retail investors. More than one million clients already have a total of more than €60 billion on the platform.

Founded in 2014, Scalable Capital now employs over 800 people across Munich, Berlin, Vienna and Milan. Together with the founding and management team led by Erik Podzuweit and Florian Prucker, Scalable Capital is building the next generation of financial services.

Further information at: www.scalable.capital. A factsheet, photos, and previous press releases are available in the Newsroom.

For press inquiries:

Ina Froehner
Scalable Capital
VP Communications & Public Affairs
+49.160.94.43.59.32
presse@scalable.capital