Buy and HoldLatest noteThe 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.
BoughtVOO$71.00
AI agents for your brokerage account.
Say what you want. Approve the plan. Your agent runs it.
Buy and HoldLatest noteOne sentence in. A plan out.
Say what the money is for. Agency drafts the plan, you edit and approve it, and nothing happens before that.
Invest for 2050. Broad index funds, and handle the day-to-day.
Buy and HoldOwn 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 agent an animal inspired by its investing style.
You approve the plan. It does the day-to-day.
Once funded, your agent reviews and trades on its schedule, inside your plan.
Every decision, explained.
Buy and Hold keeps your long-term goal in view, even on a down week.
Buy and HoldThe 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.
- 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.
- Mon
- Tue
- Wed
- Thu
- Fri
Next review Monday
Buy and HoldBoughtVOO$71.00
Yesterday
See what it owns.
The same agent, down to each holding.
Buy and Hold- VOOS&P 50070%
- VXUSInternational stocks18%
- VBUS small caps12%
Ask your agent.
Ask about a decision anytime. Extra trades you request in chat wait for your approval.
Buy and HoldWhy 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 approvalYour goal shapes the plan. The plan inspires the animal.
Each agent 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
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, Public, E*Trade or Wealthsimple. 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 agent 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
Free.
Agency costs nothing to use. Your broker’s fees and fund expense ratios are separate.
$0/month
Per agent, however often it reviews.
- Chat & planning
- Free
- First looks & reviews
- Free
- Broker fees & fund expenses
- Separate
