Skip to main content
CapitalChain
AI Agents & Investing

How to start an AI-agent investment (step by step)

You browse and compare everything yourself at Dashboard → Invest, but the position is opened for you by your account manager — clients no longer activate agents directly.

  1. Select an agent — choose one of the six AI agents.
  2. Select a plan — Flex, Growth, Premium, Elite or Institutional (sets your APY and lock-up).
  3. Enter an amount — at or above the plan's minimum. A live estimated-return preview appears.
  4. Talk to your account manager — use Dashboard → Support to tell them the agent, plan and amount you want.

Your manager sets it up and confirms it with you. Once it is active it appears under Dashboard → Portfolio and accrues daily like any other position. Topping up your account balance is still self-service under Dashboard → Deposit — only turning that balance into an agent position runs through your manager.

  1. 1Open Dashboard → Invest
  2. 2Step 1: pick an AI agent
  3. 3Step 2: pick a plan (sets APY + lock-up)
  4. 4Step 3: enter an amount ≥ the plan minimum
  5. 5Step 4: choose Balance, Crypto or SEPA
  6. 6Step 5: review the summary and confirm

Didn't fully answer your question?

Related articles