Public Introduces AI Agents for Automated Portfolio Management

Public, a brokerage firm, has announced the introduction of Agents, a new feature allowing investors to automate their portfolio strategies using artificial intelligence. The firm, which refers to itself as the world's first Agentic Brokerage, began rolling out these AI Agents on 31 March 2026.
 

The new functionality enables investors to create Agents that actively monitor market conditions and execute trades according to user-defined instructions. This development marks a shift from traditional manual order entry, whether via phone, web, or mobile applications, towards an intent-based investing experience.
 

Public’s Agents are designed to support a variety of portfolio workflows, including trading strategies, cash management, and risk management. Before initiating any action, the AI engages in follow-up questions to help construct a comprehensive Agent workflow. Investors can refine timing, adjust triggers, and set precise conditions through subsequent prompts, activating the Agent once the logic is finalised.
 

Jannick Malling, Co-CEO and Co-Founder of Public

Jannick Malling, Co-CEO and Co-Founder of Public said:

Examples of potential prompts provided include: “Help me generate $5,000 per month in covered call premiums across my portfolio,” “If SPY drops more than 1% in the first 30 minutes of trading, buy same-day call and put options,” and “If my checking account balance exceeds $20,000, sweep the excess into my direct index.” The integration of such advanced tools highlights the growing importance of AI trading platforms in modern finance.

“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,” 

“Agents not only automate strategies for retail investors; they help translate their intent into action.”
 

Public ensures full transparency for investors regarding their Agents’ activities, providing access to trading history and detailed logs of every action taken within their brokerage account. Users retain the ability to pause, stop, or edit any Agent workflow at any time. The company stated that Agents operate exclusively within its financial-grade infrastructure, ensuring all actions remain within an authenticated environment.
 

Since Public first introduced AI in 2023, the firm noted consistent demand from investors for more ways to integrate the technology into their portfolios. Agents are now live for selected members, with a waitlist available for broader access.
 

This move by Public towards automated, AI-driven investment strategies for retail investors signals a broader trend in the financial sector, where technology is increasingly used to enhance trading efficiency and risk management. For institutional players, prime brokers, and those offering funded trading accounts, understanding these advancements is crucial. The principles of automated execution and sophisticated risk management, while applied here for retail, are mirrored in the institutional FX and crypto infrastructure spaces, where efficient order flow and robust compliance with CFD leverage limits by regulator are paramount for maintaining market integrity and competitive edge. Innovations like Public’s AI Agents demonstrate how technology can empower traders and brokers across the spectrum, from individual investors to large-scale Tier 1 liquidity providers, by automating complex strategies and managing market exposure.
 

Public, founded in 2019 and headquartered in New York City, has secured over $400 million in funding from investors including Accel and Tiger Global, managing billions in assets for affluent investors.