No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Monday, March 23, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning Personal Finance

Which Brokers Have AI Trading Features?

by TheAdviserMagazine
4 days ago
in Personal Finance
Reading Time: 7 mins read
A A
Which Brokers Have AI Trading Features?
Share on FacebookShare on TwitterShare on LInkedIn


You’ve heard of investing in AI — but what about investing using AI? Four brokers reviewed by NerdWallet are working on features that let you place trades with just a prompt. Here’s what to know about them.

Brokers that have (or are working on) AI trading assistants

Cash App

AI features: Cash App’s “Moneybot” assistant (currently in beta) can help you place stock or crypto trades in response to a text prompt. It can also give you insights about your investment performance and saving and spending habits.

Other things to know about Cash App: NerdWallet recently started reviewing Cash App’s brokerage service, and our review so far is… mixed. The app is well-designed and may appeal to beginners, but the investment choices and human customer service offerings are extremely limited. Learn more in our full Cash App review.

Interactive Brokers

AI features: Interactive Brokers’ “IBot” assistant can help you place trades and deliver customized investment research to you based on a text prompt. Interactive Brokers also offers AI-powered stock screeners and news summaries.

Other things to know about Interactive Brokers: Interactive Brokers often wins NerdWallet’s Best-of Award for advanced trading platforms, because it’s basically the opposite of Cash App — it has an incredibly wide investment selection and strong customer service, but its platforms can be intimidating for beginners. See our full Interactive Brokers review.

Public

AI features: Public recently launched “generated assets,” a feature that lets you type an investment theme into a prompt box and get a custom-generated basket of stocks — a made-to-order ETF powered by AI. It also recently announced a forthcoming “agentic brokerage” assistant that can help place trades for you when given a text prompt.

Other things to know about Public: Public is the only broker we review that pays you a rebate for trading options, and it offers a high interest rate on uninvested cash. However, it lacks mutual funds and customizable research tools, such as screeners. Check out our full Public review to learn more.

Robinhood

AI features: Robinhood’s “Cortex” assistant (currently available to Robinhood Gold subscribers only) can place trades for you based on a text prompt, and deliver you personalized investment research and portfolio insights.

Other things to know about Robinhood: Robinhood all but invented the streamlined, mobile-first brokerage, and its app is still slick — plus it offers free options trades and a wide crypto selection. But it still lacks mutual funds and offers little third-party research. Get the full scoop with our full Robinhood review.

At the time of writing, the four brokers listed above are the only ones reviewed by NerdWallet that offer or are working to roll out an AI assistant that can place trades for you, but they’re not the only brokers that offer some kind of AI-powered feature.

Below is a list of other brokers we review that offer AI tools beyond just a customer service chatbot or a robo-advisor that automatically allocates your portfolio.

Firstrade: Investment research chatbot that can summarize earnings reports and other filings, and make data-driven projections.

M1 Finance: Basic investment research and portfolio analysis chatbot.

Moomoo: Investment research chatbot and AI-written news briefs.

Webull: Investment research and portfolio analysis chatbot.

Not too long ago, even cutting-edge AI models couldn’t reliably perform basic arithmetic, and they still have questionable accuracy on topics like law and taxes. (NerdWallet’s data studies team recently demonstrated this through their experiments with AI tax advice.)

With that in mind, is AI advanced enough to be trusted as an investment copilot yet? The answer isn’t necessarily a universal “yes” or “no,” because there’s a lot of variability from broker to broker and from tool to tool.

TradeStation’s AI-powered stock research summaries provide one example of how unreliable some AI investing tools can be. The screenshot below shows TradeStation’s AI-generated summary of Apple’s (AAPL) financial situation.

Screenshot and commentary below are current as of 3:10 p.m. on Mar. 18, 2026.

The tool seems confused about whether Apple is outperforming or underperforming the market. It lists Apple among the “outperforming” tickers at the top of the page, but then titles its research blurb “Why is stock underperforming the market?” (The title also needs an added “the” to be grammatically correct, but that’s neither here nor there.)

For the record, Apple is currently underperforming the S&P 500 on a daily, yearly and year-to-date basis. And what’s more, TradeStation’s AI summary doesn’t actually answer the question of why the stock is underperforming the market. It lists a bunch of bullish things about Apple and a couple of bearish ones, with no clear indication of what is actually driving the stock’s performance.

Not every broker’s AI tools are necessarily as sloppy as TradeStation’s. The trading agents offered by Cash App, Interactive Brokers and Robinhood (and soon, Public) may actually have more guardrails against inaccuracy than info-summarizing tools like the one shown above, because the trading agents always ask you for confirmation before executing a trade.

Want a more reliable agent? Try a financial advisor

For now, if you want financial help that can reliably place trades, do investment research for you and give you customized portfolio insights, there’s no substitute for a human being. A financial advisor can do all of these things and more.



Source link

Tags: brokersFeaturesTrading
ShareTweetShare
Previous Post

Jack Schlossberg on why Democrats lost young men

Next Post

Design Approved for US Mint’s 24K Gold Trump Coin, Despite Objections

Related Posts

edit post
How Much Is ESPN Streaming?

How Much Is ESPN Streaming?

by TheAdviserMagazine
March 23, 2026
0

SOME CARD INFO MAY BE OUTDATED This page includes information about these cards, currently unavailable on NerdWallet. The information has...

edit post
Walgreens Deals Under  This Week

Walgreens Deals Under $2 This Week

by TheAdviserMagazine
March 23, 2026
0

Welcome to this week’s Walgreens Deals Under $2 list! You’ll find 5+ items priced under $2 each when you stack...

edit post
Week 12: A Peek Into This Past Week

Week 12: A Peek Into This Past Week

by TheAdviserMagazine
March 22, 2026
0

Kathrynne surprised us with a few visits the past week and I wish you could hear the squeals coming from...

edit post
Best Devotionals for Kids

Best Devotionals for Kids

by TheAdviserMagazine
March 21, 2026
0

Pointing our kids toward Jesus is one of the greatest joys of motherhood — and it can be one of...

edit post
Ball Regular Mouth Pint Mason Jars 12-pack only .44, plus more!

Ball Regular Mouth Pint Mason Jars 12-pack only $13.44, plus more!

by TheAdviserMagazine
March 21, 2026
0

Planning on doing some canning this fall? Don’t miss this deal on Ball Mason Jars! Walmart has some hot deals...

edit post
These Hidden Mastercard Perks Could Upgrade Your Next Trip

These Hidden Mastercard Perks Could Upgrade Your Next Trip

by TheAdviserMagazine
March 20, 2026
0

SOME CARD INFO MAY BE OUTDATED This page includes information about these cards, currently unavailable on NerdWallet. The information has...

Next Post
edit post
Design Approved for US Mint’s 24K Gold Trump Coin, Despite Objections

Design Approved for US Mint’s 24K Gold Trump Coin, Despite Objections

edit post
Are GLP-1s tax deductible? How to deduct Ozempic, Wegovy, and other weight-loss drugs.

Are GLP-1s tax deductible? How to deduct Ozempic, Wegovy, and other weight-loss drugs.

  • Trending
  • Comments
  • Latest
edit post
Foreclosure Starts are Up 19%—These Counties are Seeing the Highest Distress

Foreclosure Starts are Up 19%—These Counties are Seeing the Highest Distress

February 24, 2026
edit post
7 States Reporting a Surge in Norovirus Cases

7 States Reporting a Surge in Norovirus Cases

February 22, 2026
edit post
Publix to Open 5 New Stores by End of April. See Upcoming Locations.

Publix to Open 5 New Stores by End of April. See Upcoming Locations.

March 20, 2026
edit post
The Growing Movement to End Property Taxes Continues in Kentucky, And What It Means For Investors

The Growing Movement to End Property Taxes Continues in Kentucky, And What It Means For Investors

March 2, 2026
edit post
Who Is Legally Next of Kin in North Carolina?

Who Is Legally Next of Kin in North Carolina?

February 28, 2026
edit post
Georgia’s 0 Tax Rebate Is Moving Forward — Here’s When You Can Expect Your 2026 Check

Georgia’s $250 Tax Rebate Is Moving Forward — Here’s When You Can Expect Your 2026 Check

March 21, 2026
edit post
Putin is the real winner in Trump’s Iran war as it puts Russian oil back on the map

Putin is the real winner in Trump’s Iran war as it puts Russian oil back on the map

0
edit post
The Medicare Advantage Collapse Rocking Vermont

The Medicare Advantage Collapse Rocking Vermont

0
edit post
Moby Review – Is This Market Research Platform Worth Using?

Moby Review – Is This Market Research Platform Worth Using?

0
edit post
Volume in stock, oil futures surged minutes before Trump’s market-turning post

Volume in stock, oil futures surged minutes before Trump’s market-turning post

0
edit post
How to Pay Yourself as a Business Owner

How to Pay Yourself as a Business Owner

0
edit post
Knesset Finance C’ttee passes 2026 budget

Knesset Finance C’ttee passes 2026 budget

0
edit post
The Medicare Advantage Collapse Rocking Vermont

The Medicare Advantage Collapse Rocking Vermont

March 23, 2026
edit post
Putin is the real winner in Trump’s Iran war as it puts Russian oil back on the map

Putin is the real winner in Trump’s Iran war as it puts Russian oil back on the map

March 23, 2026
edit post
Volume in stock, oil futures surged minutes before Trump’s market-turning post

Volume in stock, oil futures surged minutes before Trump’s market-turning post

March 23, 2026
edit post
A Look at Viruses: What They Do and How They Do It

A Look at Viruses: What They Do and How They Do It

March 23, 2026
edit post
Trump Signals Joint US-Iran Control of Strait of Hormuz Amid Oil Crisis

Trump Signals Joint US-Iran Control of Strait of Hormuz Amid Oil Crisis

March 23, 2026
edit post
Coal India board approves up to 35% divestment in SECL via OFS and up to 25% in Mahanadi Coalfields

Coal India board approves up to 35% divestment in SECL via OFS and up to 25% in Mahanadi Coalfields

March 23, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • The Medicare Advantage Collapse Rocking Vermont
  • Putin is the real winner in Trump’s Iran war as it puts Russian oil back on the map
  • Volume in stock, oil futures surged minutes before Trump’s market-turning post
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.