No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Saturday, June 13, 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
3 months 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
Hoka Rincon 4 Women’s Shoes just  shipped + Rare Deals on UGG, On & More!

Hoka Rincon 4 Women’s Shoes just $80 shipped + Rare Deals on UGG, On & More!

by TheAdviserMagazine
June 12, 2026
0

Home » Deals » Hoka Rincon 4 Women’s Shoes just $80 shipped + Rare Deals on UGG, On & More!...

edit post
,000 Back, No Annual Fee: Ink Cash and Unlimited’s Best Offer Yet

$1,000 Back, No Annual Fee: Ink Cash and Unlimited’s Best Offer Yet

by TheAdviserMagazine
June 12, 2026
0

Chase just dropped a limited-time $1,000 welcome offer for new Ink Business Unlimited and Ink Cash customers. It’s the best...

edit post
Your Savings Rate Matters More Than Your Investment Returns

Your Savings Rate Matters More Than Your Investment Returns

by TheAdviserMagazine
June 12, 2026
0

Just the Tip: In your first decade of building wealth, the percentage of income you save drives your net worth...

edit post
A Zero-Based Budget Forces Every Dollar to Have a Job

A Zero-Based Budget Forces Every Dollar to Have a Job

by TheAdviserMagazine
June 11, 2026
0

Most budgets only make decisions about some of your money. Bills get planned, savings might get a number, and everything...

edit post
How to Watch the World Cup for Cheap

How to Watch the World Cup for Cheap

by TheAdviserMagazine
June 11, 2026
0

While I’m partial to the kind of football with less kicking, I’m pumped about this World Cup. For one, soccer...

edit post
Week 23: A Peek Into This Past Week + what I’m reading, watching, and listening to

Week 23: A Peek Into This Past Week + what I’m reading, watching, and listening to

by TheAdviserMagazine
June 11, 2026
0

Kaitlynn highlighted my hair at home for the first time and she did it in just a little over two...

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
Supreme Court Delivers More Bad Redistricting News for Democrats

Supreme Court Delivers More Bad Redistricting News for Democrats

May 19, 2026
edit post
From Maine to Michigan, Democrats Are Making Communism Great Again

From Maine to Michigan, Democrats Are Making Communism Great Again

May 16, 2026
edit post
Florida Roads Become a Battleground for Illegal Immigration

Florida Roads Become a Battleground for Illegal Immigration

June 9, 2026
edit post
The 8 States That Still Tax Social Security in 2026

The 8 States That Still Tax Social Security in 2026

June 6, 2026
edit post
It’s Time To Talk About Massie

It’s Time To Talk About Massie

May 23, 2026
edit post
A Tax on Social Media – Blue-State Governments’ Newest Ploy

A Tax on Social Media – Blue-State Governments’ Newest Ploy

June 5, 2026
edit post
H-1B Visa Abuse Crackdown Causes Texas Luxury Home Market Slump

H-1B Visa Abuse Crackdown Causes Texas Luxury Home Market Slump

0
edit post
TASE opens on sharp falls; Tidhar down on debut

TASE opens on sharp falls; Tidhar down on debut

0
edit post
SpaceX surges, but bigger days are ahead: TD Securities

SpaceX surges, but bigger days are ahead: TD Securities

0
edit post
When One Spouse’s Fraud Keeps the IRS Clock Open for Both – Houston Tax Attorneys

When One Spouse’s Fraud Keeps the IRS Clock Open for Both – Houston Tax Attorneys

0
edit post
If You Have ,000 And Want To Bet on AI and Robotics, These Are The Investments I’d Pick

If You Have $10,000 And Want To Bet on AI and Robotics, These Are The Investments I’d Pick

0
edit post
Sound Money, Artificial Intelligence, and the Pope

Sound Money, Artificial Intelligence, and the Pope

0
edit post
When One Spouse’s Fraud Keeps the IRS Clock Open for Both – Houston Tax Attorneys

When One Spouse’s Fraud Keeps the IRS Clock Open for Both – Houston Tax Attorneys

June 13, 2026
edit post
SpaceX surges, but bigger days are ahead: TD Securities

SpaceX surges, but bigger days are ahead: TD Securities

June 13, 2026
edit post
If You Have ,000 And Want To Bet on AI and Robotics, These Are The Investments I’d Pick

If You Have $10,000 And Want To Bet on AI and Robotics, These Are The Investments I’d Pick

June 13, 2026
edit post
Fable 5 Shutdown: US Export Controls Force Anthropic Offline, Pre-IPO Speculators Bleed – Bitcoin News

Fable 5 Shutdown: US Export Controls Force Anthropic Offline, Pre-IPO Speculators Bleed – Bitcoin News

June 13, 2026
edit post
H-1B Visa Abuse Crackdown Causes Texas Luxury Home Market Slump

H-1B Visa Abuse Crackdown Causes Texas Luxury Home Market Slump

June 13, 2026
edit post
I spent 8 years flood-proofing a city. Capital markets are running out of time to take El Niño seriously

I spent 8 years flood-proofing a city. Capital markets are running out of time to take El Niño seriously

June 13, 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

  • When One Spouse’s Fraud Keeps the IRS Clock Open for Both – Houston Tax Attorneys
  • SpaceX surges, but bigger days are ahead: TD Securities
  • If You Have $10,000 And Want To Bet on AI and Robotics, These Are The Investments I’d Pick
  • 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.