On June 16, 2026, Coinbase unveiled Coinbase Advisor, a conversational AI agent positioned as an SEC-registered investment advisor, and began rolling it out to Coinbase One members. Its core features are real-time portfolio analysis and automated tax-loss harvesting.
June 16, 2026 · Coinbase
An SEC-Registered AI Becomes Your Investment Advisor
Coinbase rolls out "Coinbase Advisor," an AI agent registered as a Registered Investment Advisor — delivering real-time portfolio analysis and tax-loss-harvesting suggestions through in-app chat, with every trade requiring user approval.
RIA + CTA
Registered with the SEC and CFTC (NFA member)
75+ yrs
Combined PM experience behind its frameworks
$0
Free during beta · trading fees apply separately
How a trade happens — non-discretionary loop
AI analyzes
Portfolio, history, risk profile, live market data
→
AI recommends
Natural-language strategy via in-app chat
→
User approves
No trade executes without explicit consent
Supported assets & capabilities
Spot crypto
Derivatives
Equities
USDC Lending
DCA strategies
Prediction markets (soon)
Real-time portfolio analysis
Automated tax-loss harvesting
Personalized strategies
Proactive market alerts
Praise
A step toward democratizing advice for small portfolios
Natural-language strategy building
Concrete wins like automated tax-loss harvesting
Caution
SEC registration is not an endorsement or guarantee
Questions over fiduciary duty and AI errors
Risk of pushing the firm's own products
Disclosures: AI outputs may be inaccurate or incomplete and are not a substitute for judgment. Crypto and derivatives carry high risk, including possible loss of principal. Past performance does not guarantee future results.
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