Public Becomes the First Brokerage To Introduce AI Agents for Your Portfolio

Public, the self-described world's first Agentic Brokerage, has started rolling out a new feature called Agents, allowing investors to automate portfolio strategies using artificial intelligence. The rollout began this week, making Public the first brokerage to offer such AI-driven automation directly within self-directed accounts.

Investors can instruct Agents to monitor markets and execute trades based on their specified conditions. Instead of manually placing each order, users describe their strategy in natural language, and the AI asks follow-up questions to refine triggers, timing and conditions. Once the logic is set, the Agent operates automatically within the platform's secure infrastructure.

Examples of user prompts include generating monthly covered call premiums, buying options when the S&P 500 drops sharply in early trading, or sweeping excess cash from a checking account into a direct indexing portfolio. Agents support trading strategies, cash management and risk management workflows.

"Every investor has ideas and strategies in their heads, but executing them used to require being glued to a screen all day," said Jannick Malling, Co-CEO and Co-Founder of Public. "Agents not only automate strategies for retail investors; they help translate their intent into action."

Public ensures transparency by giving users access to each Agent's trading history and detailed logs. Investors can pause, stop or edit any workflow at any time. The company stresses that Agents operate only within its authenticated, financial-grade environment and cannot run unchecked on the internet.

Agents are initially available to select members, with a waitlist open for broader access. Public, founded in 2019, has raised over $400 million from investors including Accel and Tiger Global. The platform offers stocks, bonds, options and crypto, and has been trusted with billions in assets from affluent investors.