Before you continue

Read the Zelos Terms of Service

Zelos connects to your own brokerage account and places real trades in it once you personally accept a specific setup. Please read the full terms before setting it up.

Open the Terms of Service →

Getting started

Six steps to your first scan.

This is the whole setup — nothing to install from an app store, just a few things Zelos needs from you once, up front, including pinning your alert page so it feels like an app on your phone.

✅ You're in. Your Gumroad receipt has the skill file attached and a link back to this guide — the steps below get you from install to your first scan.
Works on the free Claude plan — installing the skill, connecting Robinhood, and running scans on demand don't require a paid plan. The only piece that does is Step 3's optional daily schedule (see below).
01

Connect your Robinhood account

In claude.ai, open Settings → Connectors, search for Robinhood, and connect it — you'll log in and authorize access the same way you would for any linked account.

If you have more than one Robinhood account (a retirement account, another brokerage account), that's fine — Zelos only ever reaches the one specifically enabled for agentic trading. Anything else you have on Robinhood stays completely out of reach, not just unused. It also never touches crypto or options on any account.
Position size is always a third of 10% of that account's balance, so it scales automatically — there's no fixed minimum. As a rough sense of scale: $500 in the account works out to about $17 per position, $3,000 works out to about $100. Very small accounts will see very small (but real) position sizes, and some days there may not be room under the cap to propose anything at all — that's expected, not a bug.
02

Get the Zelos skill installed

The skill file was attached to your Gumroad receipt as a .zip. To install it:

  1. In claude.ai, open Settings → Capabilities and make sure Code execution and file creation is turned on — skills need this to run.
  2. Go to Customize → Skills, click +, then Create skill.
  3. Choose Upload a skill and select the .zip file from your receipt, exactly as downloaded — don't unzip or rename it first.
  4. Once it appears in your skills list, make sure it's toggled on.
No slash command needed after this — Claude recognizes when to use the skill from what you ask it, like "Run today's swing trade scan."
03

Tell it about your account, once

The first time you run it, Zelos will ask a few questions before it scans anything:

Which account to use, if more than one is connected. Whether anything else already runs on that account (a crypto bot, another strategy) that it should stay away from. And whether you want it on a schedule — a daily morning run, or only when you ask.

Scheduling needs a paid Claude plan. Recurring/scheduled runs are a Pro, Max, Team, or Enterprise feature — not available on the free plan. On free, just skip the schedule and ask for a scan whenever you want one; everything else about Zelos works the same either way.
Every qualifying setup comes to you as an alert with Accept and Decline. Nothing is ever bought unless you tap Accept on that specific trade — there's no automatic setting to turn on.
04

Try the demo card first

Open the interactive demo ticket and tap Place it or Skip a couple of times — it's a real working copy of the alert page, just tagged as a test, so nothing gets bought. Worth doing once before your first real signal so the buttons aren't a surprise.

05

Run your first scan

Just ask: "Run today's swing trade scan" — or let the schedule handle it if you set one up. Most runs won't find anything worth trading, and that's the strategy working as intended, not a failed first try. This first run is also when Zelos gives you your own private alert-page link — the one the next step is about.

06

Pin your alert page to your phone

Every run republishes one page at that same private link — a single ticket with the ticker, entry, stop, targets, and Place it / Skip buttons for whatever the current call is. That page is what you want on your home screen — not this setup guide, and not the public zelos site you may have bought from.

iPhone (Safari): open your alert link → tap the Share icon → Add to Home Screen → Add.
Android (Chrome): open the link → tap the ⋮ menu → Add to Home screen / Install app.

Once it's pinned, tapping the icon goes straight to your current trade ticket — no homepage, no menu, nothing else to click through. On a no-trade day, it just says so.

What stays true no matter what you choose

✓

Only your account. Zelos never acts on anyone else's money, ever.

✓

Sizing is a fixed formula. Never more than 10% of your account in stocks, never more than a third of that in one position.

✓

Score bar and reward:risk minimum never bend, no matter how many setups have come and gone.

✓

You can change your mind anytime. Change the schedule or stop entirely just by asking.

How Zelos works

Zelos is trading software you install and run yourself. It connects directly to your own brokerage account using your own credentials — we never access, view, or store your account information, positions, or trade history. Every subscriber runs the same rule-based strategy; trade sizing is calculated automatically from your own account balance, nothing more.

Zelos is not personalized investment advice and Zelos is not a registered investment adviser. Trading involves risk, including loss of principal. Past performance of any strategy does not guarantee future results.

Stuck on a step?

Reply to your Gumroad receipt email or reach out below and we'll help you get connected.

Get help with setup

Want to cancel or change your billing instead? That's handled entirely through Gumroad — sign in at gumroad.com with the email you purchased with (or use the link in your receipt), open Library, and cancel there. Nothing on the Robinhood or Claude side needs to be undone separately.