Pluto

What is Pluto?

Pluto is your personal AI investing assistant, designed to make the whole process of investing, from the initial research right through to making a trade, much simpler. It really acts like a copilot, helping you create custom automations, showing you information in clear, actionable charts, and working alongside you to reach your financial goals. Pluto can do things like send you scheduled prompts, offer suggestions to optimize your portfolio, let you attach files, and even generate charts that directly answer your questions. While Pluto can help you link your financial accounts and suggest ways to improve your portfolio’s performance, it’s really important to remember that it’s not a broker-dealer, an investment advisor, or part of FINRA. Because investing always comes with risks, and what happened in the past doesn’t guarantee what will happen in the future, we always encourage you to be careful and do your own research.

Who created Pluto?

Pluto was actually developed by Alpaca Securities LLC. Alpaca Securities is a member of FINRA and also the Securities Investor Protection Corporation. Pluto itself is an AI investing copilot that’s built to offer custom automations, clear visualizations that you can act on, and general support to help you meet your investment goals. It’s not designed to give investment advice, but rather to make the investing journey smoother for everyone using it.

What is Pluto used for?

Here are some of the ways people use Pluto:

• Daily Market Overview: Get a quick summary of the USA market every day at 9 am.
• Custom Prompts: You can set up prompts that are perfectly tailored to your specific needs.
• Portfolio Optimization: Get suggestions to help you plan your investments strategically.
• Automatic Charting: Pluto can automatically add relevant charts right to your inquiries, making things clearer.
• Account Syncing: It can sync your financial accounts to give you suggestions that are specific to your situation.
• Complete Portfolio View: By linking all your accounts, you get a full picture of your investments.
• Simplified Investing: Pluto helps simplify the entire process, from the initial research to making a trade.
• Bespoke Automations: You can build your own custom automations for investing.
• Actionable Visualizations: Pluto generates visualizations that are easy to understand and act upon.
• Achieving Goals: It partners with you to help you reach your investment goals.
• Daily & Weekly Planning: You can customize prompts for your daily tasks and weekly objectives.
• Performance Enhancement: Get portfolio optimization suggestions to boost performance and aid long-term strategic planning.
• Clearer Inquiries: Automatically append relevant charts to your questions so you get a clearer picture.
• Tailored Suggestions: Sync your financial accounts to receive suggestions made just for you.
• Portfolio Management: Link all your accounts for easy access and management of your portfolio.
• Streamlined Journey: Pluto helps simplify the investing journey, covering everything from research to trade.
• Goal-Oriented Automations: Build custom automations to help you achieve your investment goals.
• Partnership for Goals: It partners with users to help them achieve their investment goals.
• Informational Legal Data: Legal information is provided for informational purposes only.

Who is Pluto for?

• People working in finance
• Professionals in the legal field

How to use Pluto?

To get the most out of Pluto, just follow these simple steps:

1. Customize Your Prompts: Make your prompts fit exactly what you need, whether it’s for daily tasks or your weekly goals. This really helps you stay focused.
2. Sync Your Portfolio: Connect all your financial accounts. This gives Pluto the access it needs to manage and analyze your entire portfolio thoroughly.
3. Use Attachments & Charts: When you ask a question, Pluto will automatically add the right charts. This makes it much easier to understand what’s going on.
4. Get Personalized Insights: Sync your accounts so Pluto can give you recommendations tailored to improving your performance and planning for the long term.
5. Understand the Disclaimer: It’s important to know that Pluto isn’t a broker-dealer or an investment advisor. Also, remember that investing always involves risks, and past performance is never a guarantee of future results.
6. Start Your Investing Journey: Use Pluto as your AI investing copilot. It can help automate things, create visualizations, and work with you to achieve your financial objectives.

Just remember, Pluto’s main goal is to make investing simpler, from the research phase all the way through to executing trades. It offers users personalized insights and support for all their financial activities.