Agency | AI portfolio managers for your brokerage account

Agency

3 min read Original article ↗

Say what you want. Approve the plan. Your manager takes it from there.

Agency on a manager's page: its notes, holdings and chart

Buy and HoldLatest note

The market fell 4%. Staying the course.

You said this money is for 2050, so I’m not selling anything. I put the $71 of idle cash into VOO.

One sentence in. A plan out.

Say what the money is for. Agency writes the plan, and nothing happens until you approve it.

Invest for 2050. Broad index funds, and handle the day-to-day.

Buy and Hold

Own broad, low-cost stock funds in the US and abroad. Hold for the long term, reinvest dividends, and put spare cash to work. Sell nothing on a down week, and only trade when the mix drifts.

Horizon
2050

Reviews
Weekdays

Risk
Low

A patient plan.
A turtle to match.

Agency gives each manager an animal inspired by its investing style.

You approve the plan. It does the day-to-day.

Once funded, your manager reviews and trades automatically within your plan.

Every decision, explained.

Buy and Hold keeps your long-term goal in view, even on a down week.

Buy and Hold

The market fell 4%. Staying the course.

The S&P 500 fell 4% this week. You said this money is for 2050, so I’m not selling anything. I put the $71 of idle cash into VOO while it’s cheaper.

The mix after today
  • S&P 500 (VOO)70%
  • International stocks (VXUS)18%
  • US small caps (VB)12%
  • BoughtVOOIdle cash into the index on a down week.$71.00

A review every weekday.

Most days it holds steady. When it trades, it says what changed and why.

  1. Mon
  2. Tue
  3. Wed
  4. Thu
  5. Fri

Next review Monday

Buy and Hold

Yesterday

See what it owns.

The same manager, down to each holding.

Buy and Hold

$5,831.24Market value

  • VOOS&P 50070%
  • VXUSInternational stocks18%
  • VBUS small caps12%

Ask your manager.

Ask about a decision anytime. Extra trades you request in chat wait for your approval.

Buy and Hold

Why didn’t you sell when the market fell?

Your plan is to hold until 2050. A down week doesn’t change that. I kept both funds and invested the spare cash.

Buy $100 more of VOO.

BuyVOO$100.00

Awaiting approval

Your goal shapes the plan. The plan inspires the animal.

Each manager gets an animal that fits how it invests, so you can tell them apart at a glance.

“Buy the whole market and hold for decades.”

Buy and Hold

Patient investing

“Grow my dividend income over time.”

Dividend Builder

Steady building

“Most of my wealth is my house. Diversify the rest.”

House Hedge

Balancing risks

Meet the animals

Your account. Your rules.

Agency never holds your money. Every trade runs in your own brokerage account, within the budget you set.

Your broker holds the money.

Every trade happens at Robinhood or Public. Agency never holds your cash or your shares.

$19,257.40Robinhood

  • Yours48%
  • Buy and Hold30%
  • Growth Stocks12%
  • House Hedge10%

Set its budget. Pause anytime.

Each manager uses only its assigned cash and holdings. Pause it to stop future reviews and trades.

Buy and HoldWeekdays, 9:45 AM ET

Growth StocksWeekdays, 9:45 AM ET

House HedgePaused

Start free. Pay as it works.

Planning is free. Credits pay only for the first looks and reviews your managers run.

About$4/month

Per manager reviewing every weekday.

Chat & planning
Free

First 20 credits
Free

100 more credits
$20

One credit per first look or review. Your broker’s fees are separate.

What would you like
your money to do?

Two minutes to your first plan.

Get started