Pluto

What is Pluto?

Pluto is a personal AI investing assistant designed to simplify investing, from initial research through to making a trade. It acts as a copilot, helping you create custom automations, presenting information in clear, actionable charts, and working alongside you toward your financial goals. Features include scheduled prompts, portfolio optimization suggestions, file attachments, and chart generation that directly answers your questions.

While Pluto can help you link your financial accounts and suggest ways to improve portfolio performance, it is not a broker-dealer, an investment advisor, or part of FINRA. Investing involves risk, and past performance does not guarantee future results, so you should always do your own research.

Who created Pluto?

Pluto was developed by Alpaca Securities LLC, a member of FINRA and the Securities Investor Protection Corporation. Pluto is an AI investing copilot offering custom automations, actionable visualizations, and support for your investment goals. It is not designed to give investment advice.

What is Pluto used for?

• Daily Market Overview: A quick summary of the USA market every day at 9 am.
• Custom Prompts: Set up prompts tailored to your needs, for daily tasks or weekly objectives.
• Portfolio Optimization: Suggestions to help you plan investments strategically and support long-term planning.
• Automatic Charting: Relevant charts are automatically appended to your inquiries for a clearer picture.
• Account Syncing: Sync your financial accounts to receive suggestions specific to your situation.
• Complete Portfolio View: Link all your accounts for a full picture and easier management of your investments.
• Custom Automations: Build your own automations to support your investment goals.

Who is Pluto for?

• People working in finance
• Professionals in the legal field

Getting started with Pluto

1. Customize your prompts: Tailor prompts to your daily tasks and weekly goals.
2. Sync your portfolio: Connect your financial accounts so suggestions reflect your actual holdings.
3. Build automations: Create custom automations for research, monitoring, and planning.

Note: Legal information provided by Pluto is for informational purposes only.