Agents

Research

07/30/2026

With research AI built directly into the Agents tab of your portfolio, you can ask anything in plain English—about the markets, a specific asset, or your own holdings—and get a response grounded in real financial data. No dashboards to dig through, no switching between platforms. Just ask.

Agents aren’t just for automating trades. They’re also a thinking partner. Whether you’re trying to understand a position you already own, evaluate a stock you’re considering, or stress-test a trade before you place it, your agent can work through it with you—pulling from 30 years of earnings, financials, and price data, alongside real-time market information. The same intelligence that powers your automated workflows is available on demand, ready to answer questions at the portfolio level.

Investment Analysis

Have a question about an asset or the markets? Your Agent can pull from decades of financial data; earnings history, revenue trends, price performance, sector dynamics. The Agent will surface the context you need to help you make a more informed decision. Think of it as having a research analyst available at any moment, without the wait.

Example prompts:

What has NVIDIA's revenue growth looked like over the past five years?

How has SPY historically performed in the 6 months following a Fed rate cut?

Compare the gross margins of AAPL, MSFT, and GOOGL over the last three years.

How does META's current P/E ratio compare to its 10-year average?

Portfolio Insights

Because Agents are wired directly to your portfolio, they don’t just answer general market questions—they can analyze your actual holdings. From concentration risk to historical performance, your Agent can help you see your portfolio more clearly and identify things you might not have noticed on your own.

Example prompts:

How has my portfolio performed year-to-date compared to QQQ?

What percentage of my portfolio is exposed to the semiconductor sector?

Am I overweight any single stock relative to the rest of my holdings?

Which of my positions has the highest unrealized gain right now?

Trade Planning

Before you place a trade, your Agent can help you think it through. Explore how a position might behave under different market conditions, what your risk looks like, and where you’d want to exit. It’s not a prediction—it’s a way to pressure-test your thinking before capital is on the line.

Example prompts:

If I buy $5,000 of QQQ today, what would a 10% drawdown look like in dollar terms?

Walk me through what happens to my covered call position if AAPL jumps 15% before expiration.

If I wanted to hedge my tech exposure, what are my options?

How would adding $2,000 of BTC affect the overall risk profile of my current portfolio?

In review:

Research on Public isn’t a separate tool you have to go find—it’s built into the same place where your portfolio lives and your Agents run. Whether you’re doing a quick sanity check on a stock, getting a read on your own exposure, or working through a trade before you commit, your Agent has the data and the context to help you think more clearly. Ask anything.