Public introduces AI Agents for portfolios
Today, Public is launching Agents, the next chapter in building an Agentic Brokerage.
Public clients can describe an investing task in plain language, and an AI Agent will execute it for them, exactly as defined. From trading strategies to cash management, Agents work directly inside a portfolio, acting on the behalf of an investor the moment the conditions are met.
Once an Agent is live, the investor is always in control. They have full visibility into every action it takes — which conditions are being evaluated, what’s been executed, and a complete transaction history for every trade. You can also edit, pause, or shut down your Agent entirely at any time. Crucially, your Agent only ever does what you tell it to do. There is no independent decision-making.
Agents can execute a vast array of portfolio tasks, from complex market maneuvers to automated cash management. You just provide the intent, and your Agent handles the execution.
Here are a few examples of what you can prompt:
- If my checking account balance exceeds $20,000, sweep the excess into my Bond Account.
- Buy Mag7 whenever the 50-day SMA crosses above the 200-day SMA.
- Always pay off my margin account balance every 14 days from linked bank accounts.
- If the VIX hits 25, buy a put option on the S&P 500 to hedge my portfolio.
The Agents run securely on the same financial-grade infrastructure that protects Public accounts. That means every action stays safely within your authenticated brokerage environment. Agents will never run rogue on the open internet.
Public is granting access to Agents on a rolling basis. To join the waitlist, sign up here.
