AI for investing.
AI for investing.
AI for investing.
AI for investing.
Highly personalized AI solutions for modern-age investors.
👋
👋
👋
✨
what your investing agents do
what your investing agents do
what your investing agents do
what your investing agents do
what your investing agents do
Robinhood
Agent purchased 3 assets
Fidelity
Agent reinvested dividends
Your IA account
$10,000.00 deposit successful
automated investing
agents can automate orders across your brokerages based on logic you approve
Robinhood
Agent purchased 3 assets
Fidelity
Agent reinvested dividends
Your IA account
$10,000.00 deposit successful
automated investing
agents can automate orders across your brokerages based on logic you approve
Robinhood
Agent purchased 3 assets
Fidelity
Agent reinvested dividends
Your IA account
$10,000.00 deposit successful
automated investing
agents can automate orders across your brokerages based on logic you approve
AI
AI agent
Sure, here's a summary:
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Me
Analyze AAPL.
How many shares do I own?
Should I sell any? Why?
AI
AI agent
Sure, here's a summary:
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Me
Analyze AAPL.
How many shares do I own?
Should I sell any? Why?
custom analysis
agents track your portfolio and are constantly getting information about your holdings
AI
AI agent
Sure, here's a summary:
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Me
Analyze AAPL.
How many shares do I own?
Should I sell any? Why?
custom analysis
agents track your portfolio and are constantly getting information about your holdings
AI
AI agent
Sure, here's a summary:
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Me
Analyze AAPL.
How many shares do I own?
Should I sell any? Why?
custom analysis
agents track your portfolio and are constantly getting information about your holdings
-$3,000 NVDA buy
portfolio management
agents handle rebalancing, tax harvesting, stop losses, taking profits, and more
-$3,000 NVDA buy
portfolio management
agents handle rebalancing, tax harvesting, stop losses, taking profits, and more
-$3,000 NVDA buy
portfolio management
agents handle rebalancing, tax harvesting, stop losses, taking profits, and more
modern, better investing AI
modern, better investing AI
modern, better investing AI
modern, better investing AI
modern, better investing AI
Automate Multiple Asset Classes
Your agent can invest across equities, fixed income, and crypto
Seamless Integration with brokers
Easily connect and automate most major brokers and exchanges
Enhanced Security Measures
Embrace peace of mind with advanced security features
Bank Level Security
Your agents use AES-256 (bank-level) encryption methods to connect to & manage your investment accounts
Full Transparency
Agents are transparent by design - you're notified about every action they take and can choose full automation or
the process
the process
the process
get started investing with your own personal AI investment manager in under 5 minutes
the process
get started investing with your own personal AI investment manager in under 5 minutes
On
Agent
Basic
Pro
01. create your agent
01. meet copilot
Create and customize your agent from scratch, train it on your specific investor profile, situation, and objectives
Get started by customizing your investing preferences and goals. Copilot will use this to build you a custom portfolio.
On
Agent
Basic
Pro
01. create your agent
Create and customize your agent from scratch, train it on your specific investor profile, situation, and objectives
02. connect it
02. connect
Connect your agent to any existing investment account, or you can securely fund your agent by connecting your bank account
Connect your Copilot to almost any of your favorite investment accounts. It will only invest with the cash that you give it, and won't close any of your other positions.
02. connect it
Connect your agent to any existing investment account, or you can securely fund your agent by connecting your bank account
Invest
03. invest
03. invest
Your agent will be active 24/7 and do exactly what it is trained to: whether that's trade, invest, rebalance, tax harvest, or anything else
Copilot will place orders for you, defensive/reactive measures, and manage tax harvesting for you.
Invest
03. invest
Your agent will be active 24/7 and do exactly what it is trained to: whether that's trade, invest, rebalance, tax harvest, or anything else
Risk
Diversification
Exposure
Risk
Diversification
Exposure
Risk
Diversification
Exposure
04. tune & optimize
04. tune & optimize
You can always edit your agent at any point. It can learn and adapt quickly - simply tell it what you want.
You can always make revisions to your copilot just like you would with a traditional investment advisor.
Risk
Diversification
Exposure
04. tune & optimize
You can always edit your agent at any point. It can learn and adapt quickly - simply tell it what you want.
05. share your agent
05. invest smarter than ever
If you have a top-performing agent, you'll have an exclusive opportunity to share it with others to invest into and earn money when they do!
You're now investing smarter than 95% of investors with highly personalized, data-driven portfolios.
05. share your agent
If you have a top-performing agent, you'll have an exclusive opportunity to share it with others to invest into and earn money when they do!
quick links
quick links
quick links
quick links
investing
Create your agent
research
Analyze any company or portfolio with AI
news
Create custom newsfeeds for your portfolio
investing
Create your agent
research
Dash
news
Atomic
investing
Create your agent
research
Analyze any company or portfolio with AI
news
Create custom newsfeeds for your portfolio
investing
Create your agent
research
Analyze any company or portfolio with AI
news
Create custom newsfeeds for your portfolio
investing
Create your agent
research
Analyze any company or portfolio with AI
news
Create custom newsfeeds for your portfolio
plans that don’t break the bank
plans that don’t break the bank
plans that don’t break the bank
plans that don’t break the bank
Starter
$4.99
Per month (+ applicable fees)
Agentic trading automation
IA account creation
Equities access
Standard portfolio updates
Community agents
External accounts
AI tax consultant
Starter
$4.99
Per month (+ applicable fees)
Agentic trading automation
IA account creation
Equities access
Standard portfolio updates
Community agents
External accounts
AI tax consultant
Pro
Most Popular
$9.99
Per month (+ fees)
Agentic trading automation
IA account creation
Equities, crypto, fixed income access
Custom portfolio updates
Community agents
External investment accounts
Agentic tax consultant
Pro
Most Popular
$9.99
Per month (+ fees)
Agentic trading automation
IA account creation
Equities, crypto, fixed income access
Custom portfolio updates
Community agents
External investment accounts
Agentic tax consultant