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
in short: everything a human professional can, but 10x more personalized
what your investing agents do
in short: everything a human professional can, but 10x more personalized
Robinhood
New orders placed
Fidelity
Dividend payment reinvested
Your IA account
$10,000.00 dividend payout
Robinhood
New orders placed
Fidelity
Dividend payment reinvested
Your IA account
$10,000.00 dividend payout
Robinhood
New orders placed
Fidelity
Dividend payment reinvested
Your IA account
$10,000.00 dividend payout
automated investing
agents can automate orders, help reduce downside risk, and help with investment-related taxes
Robinhood
New orders placed
Fidelity
Dividend payment reinvested
Your IA account
$10,000.00 dividend payout
automated investing
agents can automate orders, help reduce downside risk, and help with investment-related taxes
Robinhood
New orders placed
Fidelity
Dividend payment reinvested
Your IA account
$10,000.00 dividend payout
automated investing
agents can automate orders, help reduce downside risk, and help with investment-related taxes
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?
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
+15%
+15%
+15%
portfolio management
you can create an IA account and/or link your existing investment accounts
+15%
portfolio management
you can create an IA account and/or link your existing investment accounts
+15%
portfolio management
you can create an IA account and/or link your existing investment accounts
modern, better investing
modern, better investing
modern, better investing
modern, better investing
modern, better investing
Access to all major asset classes
Explore the Range of Supported Digital Currencies for Seamless Transactions
Access to all major asset classes
Explore the Range of Supported Digital Currencies for Seamless Transactions
Access to all major asset classes
Explore the Range of Supported Digital Currencies for Seamless Transactions
Access to all major asset classes
Explore the Range of Supported Digital Currencies for Seamless Transactions
Access to all major asset classes
Explore the Range of Supported Digital Currencies for Seamless Transactions
Seamless Integration with brokers
Easily connect and automate most major brokers and exchanges
Seamless Integration with brokers
Easily connect and automate most major brokers and exchanges
Seamless Integration with brokers
Easily connect and automate most major brokers and exchanges
Seamless Integration with brokers
Easily connect and automate most major brokers and exchanges
Seamless Integration with brokers
Easily connect and automate most major brokers and exchanges
Enhanced Security Measures
Embrace peace of mind with advanced security features
Enhanced Security Measures
Embrace peace of mind with advanced security features
Enhanced Security Measures
Embrace peace of mind with advanced security features
Enhanced Security Measures
Embrace peace of mind with advanced security features
Enhanced Security Measures
Embrace peace of mind with advanced security features
Secure Storage of Assets
We use AES-256 (bank-level) encryption methods to connect to your investment accounts
Secure Storage of Assets
We use AES-256 (bank-level) encryption methods to connect to your investment accounts
Secure Storage of Assets
We use AES-256 (bank-level) encryption methods to connect to your investment accounts
Secure Storage of Assets
We use AES-256 (bank-level) encryption methods to connect to your investment accounts
Secure Storage of Assets
We use AES-256 (bank-level) encryption methods to connect to your investment accounts
Full Transparency
We open source our execution logic and store all orders on the blockchain
Full Transparency
We open source our execution logic and store all orders on the blockchain
Full Transparency
We open source our execution logic and store all orders on the blockchain
Full Transparency
We open source our execution logic and store all orders on the blockchain
Full Transparency
We open source our execution logic and store all orders on the blockchain
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
On
Agent
Basic
Pro
On
Agent
Basic
Pro
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
Invest
Invest
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
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!
our statistics
our statistics
our statistics
our statistics
total invested
$150m+
$150m+
$150m+
$150m+
over $150m is actively invested across investing agents
custom agents
35,000+
35,000+
over 35k personalized agents are actively investing for customers
custom agents
35,000+
over 35k personalized agents are actively investing for customers
custom agents
35,000+
over 35k personalized agents are actively investing for customers
happy users
20,000+
we're proudly serving over 20,000 AI-driven investors
happy users
20,000+
we're proudly serving over 20,000 AI-driven investors
happy users
20,000+
we're proudly serving over 20,000 AI-driven investors
avg savings
$4,800/yr
you save an average of $5k/yr compared to working with advisors
avg savings
$4,800/yr
you save an average of $5k/yr compared to working with advisors
avg savings
$4,800/yr
you save an average of $5k/yr compared to working with advisors
what clients say
what clients say
what clients say
what clients say
"Investing Agents are incredible!!
This is exactly what the industry needs."
John Fisher
investing smarter since Nov '24
"Investing agents now handle almost 90% of our investing."
Sarah Johnson
investing smarter since Dec '24
"I am amazed by how good this is."
Peter Davis
investing smarter since Jan '25
"Investing Agents are incredible!!
This is exactly what the industry needs."John Fisher
investing smarter since Nov '24
"Investing agents now handle almost 90% of our investing."
Sarah Johnson
investing smarter since Dec '24
"I am amazed by how good this is."
Peter Davis
investing smarter since Jan '25
"Investing Agents are incredible!!
This is exactly what the industry needs."John Fisher
investing smarter since Nov '24
"Investing agents now handle almost 90% of our investing."
Sarah Johnson
investing smarter since Dec '24
"I am amazed by how good this is."
Peter Davis
investing smarter since Jan '25
"Investing Agents are incredible!!
This is exactly what the industry needs."John Fisher
investing smarter since Nov '24
"Investing agents now handle almost 90% of our investing."
Sarah Johnson
investing smarter since Dec '24
"I am amazed by how good this is."
Peter Davis
investing smarter since Jan '25
"Investing Agents are incredible!!
This is exactly what the industry needs."John Fisher
investing smarter since Nov '24
"Investing agents now handle almost 90% of our investing."
Sarah Johnson
investing smarter since Dec '24
"I am amazed by how good this is."
Peter Davis
investing smarter since Jan '25
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 to suit any needs
plans to suit any needs
plans to suit any needs
plans to suit any needs
Starter
$0.00
Per month (+fees)
1 custom agent
Invest in agents with an IA account
2,500 monthly credits
Custom portfolio updates
Community agents
External accounts
AI tax consultant
Starter
$0.00
Per month (+fees)
1 custom agent
Invest in agents with an IA account
2,500 monthly credits
Custom portfolio updates
Community agents
External accounts
AI tax consultant
Pro
Most Popular
Most Popular
Most Popular
Most Popular
$4.99
Per month (+ fees)
5 custom agents
IA + external accounts
15,000 monthly credits
Custom portfolio updates
Community agents
AI tax consultant
Pro
Most Popular
$4.99
Per month (+ fees)
5 custom agents
IA + external accounts
15,000 monthly credits
Custom portfolio updates
Community agents
AI tax consultant
Synapse
$14.99
Per month (+ fees)
10 custom agents
IA + external accounts
30,000 monthly credits
Custom portfolio updates
Clone + customize community agents
AI tax consultant
0% performance fees
Synapse
$14.99
Per month (+ fees)
10 custom agents
IA + external accounts
30,000 monthly credits
Custom portfolio updates
Clone + customize community agents
AI tax consultant
0% performance fees
FAQ
FAQ
FAQ
FAQ
What are investing agents?
How much does Investing Agents cost?
What accounts can I use Inv with?
Is Copilot for trading or investing?
Is Copilot safe?
What are investing agents?
How much does Investing Agents cost?
What accounts can I use Inv with?
Is Copilot for trading or investing?
Is Copilot safe?
What are investing agents?
How much does Investing Agents cost?
What accounts can I use Inv with?
Is Copilot for trading or investing?
Is Copilot safe?
What are investing agents?
How much does Investing Agents cost?
What accounts can I use Inv with?
Is Copilot for trading or investing?
Is Copilot safe?
What are investing agents?
How much does Investing Agents cost?
What accounts can I use Inv with?
Is Copilot for trading or investing?
Is Copilot safe?