Agents are designed to handle a range of portfolio tasks, including trading strategies, cash allocation, and risk controls. Before activation, the system prompts users with follow-up questions to clarify timing, triggers, and conditions. Once configured, the Agent runs continuously, executing trades in real time according to the user’s specifications.
Examples of use cases include generating income through options strategies, responding to short-term market movements, or automatically reallocating excess cash into investment accounts. The feature is intended to reduce the need for constant monitoring by shifting the process from manual execution to rule-based automation.
“Every investor has ideas and strategies in their heads, but executing them used to require being glued to a screen all day, waiting for the right moment to act,” 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 said users retain full visibility and control over their Agents, including access to activity logs and trade history. Investors can pause, modify, or stop workflows at any time. The company emphasized that the system operates entirely within its platform infrastructure and does not interact with external systems.
The launch builds on Public’s earlier introduction of AI features in 2023, reflecting user demand for deeper integration of automation tools into portfolio management. The Agents feature is currently limited to a subset of users, with broader access available through a waitlist.
This analysis is based on reporting from prnewswire.
Image courtesy of Unsplash.
This article was generated with AI assistance and reviewed for accuracy and quality.
