HERE'S WHAT YOU CAN DO WITH PUBLIC'S AI AGENTS
Our partners at Public laid out what their new agents can handle for your portfolio:
- Reinvest dividends automatically based on tax efficiency, or sweep payouts into higher-yield accounts
- Move cash between portfolios and your bank on a schedule or custom triggers
- Set trades that execute only when several market conditions are all met
- Rebalance your portfolio daily to your own strategy and risk tolerance
- Trade off technical indicators like MACD, RSI and Bollinger Bands
- Enter a position and let the agent adjust your protection over time and manage the exit
- Run options strategies: covered calls, cash-secured puts, collars, debit spreads and rolls based on DTE or delta
- Ask any market question with real-time data and 30 years of earnings, financials and prices, or have it review your portfolio