The AI Agent Can See My Portfolio But Can’t Place Trades
Because Agentic Trading permissions are granted separately. Market data, portfolio access and trading are distinct permissions, and an agent granted only the first two genuinely cannot place an order. Re-connect and approve the trading permission if you want it to trade for you.
| Symptom / Condition | Possible Cause | Solution |
|---|---|---|
| The agent reads prices and holdings but says it cannot trade | The trading permission was not granted when you connected the agent | Re-connect the agent and approve the trading permission. |
| The agent doesn’t seem to know a trading option exists | An ungranted permission makes those actions invisible to the agent, not merely blocked | Re-connect with the trading permission granted. |
| You granted everything but still can’t trade a specific asset | The asset is outside Agentic Trading’s scope — only US Stocks (non-leveraged), Indonesian Stocks and Crypto are supported | Trade Gold, Crypto Futures, US Stock Options or Mutual Funds manually in the Pluang app. |
| You want the agent to read but never trade | Granting only the data permissions is a valid and deliberate setup | Leave the trading permission ungranted. |
If the issue persists:
Contact Pluang Care via live chat in the Pluang app, email tanya@pluang.com, or call (021) 8063 0065 (Monday to Friday, 09:00–18:00 WIB).
Related questions:
Q: Is this a bug?
No. Separate permissions are a deliberate safety design, so you can let an agent read your portfolio without letting it trade.
Q: Can the agent grant itself trading permission?
No. Only you can grant it, through Pluang’s official authorisation flow.
Q: If I grant trading, can the agent withdraw my money?
No. Withdrawing or transferring funds out of your account is never available to an AI agent, whatever else you grant.
Q: How do I check what I granted?
Review the agent’s connection in your Pluang account settings.