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Agents.
For your portfolio.

For the first time ever, you can build AI Agents that monitor the market, manage your cash, and execute your trades.

Get early access
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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How it works

Describe what you want to do.
Your Agent handles the rest.

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Start with a prompt

Instead of manually monitoring the markets and entering your own trades, you can now use a simple prompt to build an Agent to carry out your instructions.

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Refine the strategy

Our AI will propose an Agent workflow based on your intent. You can refine timing, adjust triggers, and set precise conditions with follow-up prompts.

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Activate your Agent

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

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

Agent

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

Agent

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 Strategy

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

Agent

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.

Agent Skills

Create Agents for anything, from
trading strategies to risk management.

Agentic Capability 1

Trading strategies

Equities, Options & Crypto

Calls, Puts & Limit, Market orders

Mult-leg option orders

Rolling single leg position

Shorting (soon)

Assignment/expiration risk (soon)

OCO, Trailing stop-less (soon)

Tax lots (soon)

Agentic Capability 3

Indicators

Exponential Moving Average (EMA)

Simple Moving Average (SMA)

Relative Strength Index (SMI)

Moving Average Convergence Divergence (MACD)

Bollinger Bands

Average True Range (ATR)

1D price change

Agentic Capability 5

Data Sources

Real-time price feeds

Reading the VIX

ETF/Index holdings (soon)

Historic prices (soon)

Company financials & Earnings calls (soon)

Dividends (soon)

Read Bond Market & Futures (soon)

Fear/Greed Index (soon)

Agentic Capability 2

Cash Management

Internal account movement

External deposits

Portfolio performance (soon)

Dividend re-investing (soon)

Bank balance checks (soon)

Rebalancing (soon)

Account statements (soon)

Safety first

You are in complete control.
Always.

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Transparency

Every action is visible

We designed this system so there is never a black box. You have complete visibility at all times through your Activity Feed and Transaction History.

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Security

Every Agent is secure

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

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Control

Every execution is your call

You approve every Agent before it goes live. You can also go back at any time to edit their logic, pause operations, or shut them down entirely.

Infrastructure

The world’s first Agents built specifically for investing

Real-time market data

Agents on Public are wired directly into real-time market data. That means they can evaluate the market as it is right now, not 15 minutes ago.

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.

No API keys required

Because Agents are built natively into Public, you never have to generate or share your API keys with a third-party platform to execute trades.

Public is the world’s first
Agentic Brokerage

We're building the investing platform that is driven by your intent and creativity—not just clicks.

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Agents have arrived.
Request access.

Gain access to Agents on Public.

Request access
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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.