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AI Agents.
For your portfolio.

Create Agents to monitor the markets, execute trades, and manage cash. All within Public.

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Agent disclosures

Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. The Agents you create are based on your own instructions and investment decisions. You are solely responsible for determining the suitability of any strategy and for verifying your instructions before activating your Agent. Brokerage accounts and services provided by Open to the Public Investing, Inc. Cryptocurrency accounts and services provided by Zero Hash LLC. All investing involves risk. See additional Agentic Brokerage disclosures.

Prompts

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Two ways to get started

Create your own custom Agent.
Or pick one from the marketplace.

Enter a prompt

Describe any investing task—from trading strategies to money movement. Our AI will propose an Agent workflow you can edit with follow-up prompts.

Choose an Agent

Explore a marketplace of ready-made Agents across five investing categories. Choose and customize any Agent, then run it directly in your account.

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Active Agents on Public

Agents can do a lot.
Here's a start.

Agent

Active

$5k covered calls

Sell covered calls on FLYF and CZP positions aiming to generate $5k/mo.

Trading Strategies

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Active

CPI hedge

Sell 10% of my consumer staples portfolio and reinvest proceeds into my high-growth tech stocks if CPI is >4% next month.

Market Monitoring
Risk Management

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Active

Retail darlings

Track a basket of 10 retail stock darlings, if they’re oversold, create a generated asset with these names for $5,000.

Trading Strategy
Market Monitoring

Agent

Active

Idle cash management

Sweep any cash over $20,000 in from my checking account to my bond account.

Fund Management

Agent

Active

Zuck’s VR put

Monitor META’s earnings calls. If Zuck says “VR” 10+ times, place a $5,000 put on META.

Market Monitoring
Trading Strategies

Agent

Active

Presidential pump

When the President posts positive sentiment around a stock, buy $5,000 worth.

Market Monitoring
Trading Strategies

Agent

Active

USO Spike protection

Whenever the price of USO spikes 5% weekly, buy a basket of top energy stocks.

Marketing Monitoring
Trading Strategies

Agent

Active

Down payment cash

Free up cash for my home down payment by trimming $3,500 from my tech stocks every week.

Fund Management
Trading Strategies

Agent

Active

Highest yield hunt

On the first of every month, roll any brokerage cash into the highest yield account.

Fund Management
Marketing Monitoring

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Active

Fed rate cut protection

If the Fed cuts rates, trim 10% of bank stocks and rotate into high-growth tech.

Market Monitoring
Trading Strategy
Risk Management

Certain capabilities above are not yet available and may be subject to change at release.  Agent descriptions above are for illustrative purposes only, may not be representative of actual underlying workflows, and are not investment advice or recommendations.

Designed for safety

Stay in complete control.
Always.

Agents run on the same financial-grade infrastructure that protects your account.
Every action stays within your authenticated brokerage environment.
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Refine the details

Our AI evaluates your instructions and asks what's missing—like account, size, or timing—before it builds out your proposed Agent workflow for review.

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Approve the workflow

Every Agent requires your explicit sign-off before running. You can review the proposed workflow, adjust any parameter, and activate it when ready.

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Revisit at any time

You maintain complete control over your Agent workflows at all times. You can pause their operations, make edits, or shut them down entirely.

Rules-based AI

Agents only do what you explicitly tell them to do.

Once you activate your Agent, it executes your workflow exactly as defined—
monitoring market conditions and only acting when your criteria are met.

Activity feed

Your Agents maintain a running log of every action they take, with added context when a condition was checked and didn't meet your criteria.

Transaction history

Every Agent retains a complete ledger of the trades it executes. Expand any transaction for the full order details—account, status, price, quantity.

Research

Research assets, analyze your
holdings, and model trades.

Agents aren't just for automating trades. You can use them to research the markets, analyze your portfolio, and even walk through trading scenarios.

Investment analysis

Have a question about an asset or the markets? Your Agents can access 30 years of earnings, financials, and price data, plus real-time information.

Portfolio insights

Because Agents are wired to your portfolio, they can provide insights about your actual holdings—from historical performance to current exposure.

Trade planning

Agents can walk you through potential trades. Explore how different scenarios might perform, your potential risk, and when you'd want to exit.

Public is the world’s first
Agentic Brokerage

Unlike other investing platforms, we designed our Agents experience to live entirely within your authenticated account—no third-party platforms.

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No third-party platforms

You don't have to generate API keys or connect to a third-party platform. Your Agents monitor the markets and execute trades directly in your account.

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Real-time market data

Agents on Public are connected directly to live market data, analyzing real-time pricing and volume across stocks, ETFs, options, and crypto.

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Instant order execution

Because your Agent lives inside your portfolio, it can execute as soon as your criteria are met. No waiting for an external system to send the trade.

Invest with Agents.
Only on Public.

Get Started
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Have questions? Find answers.

What is an agentic brokerage?

An agentic brokerage is a trading platform that goes beyond order execution to actively act on your behalf. Instead of clicking buttons to place trades, you define intent—conditions, triggers, and strategies—and the platform’s AI agents carry those intentions out continuously. Public is building the first agentic brokerage, where your portfolio responds to the market as you’ve defined, not just as you’ve clicked.

What is an AI investing agent?

An AI investing agent is software that monitors market conditions and executes trades or account actions on your behalf—automatically—based on rules and criteria you define. On Public, you describe what you want to happen in plain language (for example, “If VIX hits 25, buy a put on the S&P 500”) and the Agent handles monitoring, decision-making, and execution without requiring you to watch the market manually.

What can I automate with Agents on Public?

On Public, you can automate everything from trading strategies to money movement. That includes conditional trades across stocks, options, and crypto, multi-leg options strategies, cash sweeps into yield accounts, and risk management actions such as stop-losses and hedging.

Is automated investing safe?

Agents on Public are designed with transparency, security, and control at their core. Every action your Agent takes is visible in your activity feed and transaction history. Agents run within our infrastructure using real-time market data and secure brokerage systems, not third-party connections. And importantly, you approve every Agent before it goes live—and can edit, pause, or stop it at any time.

Do I need to know how to code to use Agents for trading on Public?

No, you do not need to know how to code to use Agents for trading on Public. Instead of manually monitoring the markets and executing your own trades, you can now build Agents that take action for you with simple prompts. You just describe what you want to do, and our AI proposes an Agent workflow based on your intent.

Can Agents trade options and crypto, or just stocks?

Yes. Agents on Public support trading across stocks, options, and crypto. That includes multi-leg options strategies, automated execution of conditional options trades, and crypto positions—all managed within the same Agent framework.