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Pluto

Pluto is an AI-powered assistant that simplifies investing with custom automations and actionable visualizations.
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Pluto

What is Pluto?

Pluto is an AI-powered investing assistant designed to simplify the investing journey from research to trade. It acts as a personalized copilot by creating custom automations, providing actionable visualizations, and collaborating with users towards achieving their financial goals. Pluto offers features such as scheduled prompts, portfolio optimization suggestions, attachments, and charts tailored to user inquiries. While Pluto assists in linking financial accounts and optimizing performance, it is important to note that it is not a broker-dealer, investment advisor, or member of FINRA. Users are encouraged to exercise caution and undertake their own research as investing involves inherent risks and past performance does not guarantee future results.

Who created Pluto?

Pluto was created by Alpaca Securities LLC. Alpaca Securities is a member of FINRA and the Securities Investor Protection Corporation. Pluto is an AI-powered investing copilot that offers custom automations, actionable visualizations, and support to achieve investment goals. It does not provide investment advice but aims to simplify the investing journey for users.

What is Pluto used for?

  • Everyday at 9am, give me an overview of the USA market
  • Customize prompts for unique needs
  • Portfolio optimization for strategic planning
  • Automatically appending relevant charts to inquiries
  • Syncing financial accounts for tailored suggestions
  • Linking all accounts for a complete portfolio view
  • Simplifying investing journey from research to trade
  • Building bespoke automations for investing
  • Generating actionable visualizations
  • Partnering to achieve investment goals
  • Customize prompts for daily tasks and weekly goals
  • Portfolio optimization for enhancing performance and long-term strategic planning
  • Automatically append relevant charts to inquiries for a clearer picture
  • Syncing financial accounts to receive tailored suggestions
  • Linking all accounts for portfolio access and management
  • Assisting in simplifying the investing journey from research to trade
  • Building bespoke automations to assist in achieving investment goals
  • Partnering with users to achieve their investment goals
  • Legal information provided for informational purposes

Who is Pluto for?

  • Finance professionals
  • Legal professionals

How to use Pluto?

To use Pluto effectively, follow these steps:

  1. Customize Your Prompts: Tailor prompts to your needs for daily tasks or weekly goals, ensuring you stay on track.

  2. Sync Your Portfolio: Link all financial accounts to grant Pluto access, allowing for comprehensive portfolio management and analysis.

  3. Utilize Attachments & Charts: When posing questions, Pluto automatically appends relevant charts to provide a clearer understanding.

  4. Gain Insights: Sync accounts to receive personalized recommendations for enhancing performance and long-term strategic planning.

  5. Understand Disclaimer: Recognize that Pluto is not a broker-dealer or investment advisor. Note that investing involves risks and past performance does not guarantee future results.

  6. Start Your Investing Journey: Leverage Pluto as your AI-powered investing copilot to automate processes, generate visualizations, and work with you towards your financial goals.

Remember, Pluto aims to simplify the investing process from research to execution, providing users with tailored insights and support in their financial endeavors.

Pros
  • Customize your prompts to suit your unique needs.
  • Upon syncing your financial accounts, suggestions are tailored to enhance performance and optimize long-term strategic planning.
  • Automatically append charts that are relevant to your inquiries.
  • Link all your accounts and give Pluto access to your whole portfolio with over $6M+ USD synced.
  • Simplify your investing journey from research to trade.
  • Customize your prompts to suit your unique needs
  • Portfolio optimization
  • Attachments & Charts to help paint a clearer picture
  • Sync your portfolio
  • Scheduled Prompts
Cons
  • Limited customization options for prompts
  • May lack advanced portfolio optimization features
  • Not a broker-dealer or investment adviser
  • Limited integration with financial accounts
  • No specific securities or investment strategy recommendations
  • Investing involves risk, but Pluto's guidance may not cover all potential risks comprehensively

Pluto FAQs

What is Pluto?
Pluto is an AI-powered investing copilot that simplifies the investing journey from research to trade.
Is Pluto a broker-dealer or investment adviser?
Pluto is not a broker-dealer or investment adviser.
What does Pluto offer to users?
Pluto provides tailored suggestions to enhance performance, optimize long-term strategic planning, and append relevant charts to inquiries.
How does Pluto assist with portfolio management?
Users can sync their financial accounts with Pluto to receive recommendations and access a variety of financial services.
Does Pluto provide specific investment recommendations?
No, Pluto does not recommend any specific securities or investment strategies; users should carefully consider their investment objectives and risks before investing.

Get started with Pluto

Pluto reviews

How would you rate Pluto?
What’s your thought?
Kiran Nair
Kiran Nair January 27, 2025

What do you like most about using Pluto?

I love the personalized automations that Pluto offers. It tailors the investment insights based on my portfolio preferences, making it feel like I have a personal financial advisor at my fingertips.

What do you dislike most about using Pluto?

The only downside is that sometimes the platform can be a bit slow to load when generating complex visualizations.

What problems does Pluto help you solve, and how does this benefit you?

Pluto helps resolve my confusion around investment choices by providing clear, actionable insights and visualizations. This has greatly simplified my investment strategy and improved my overall portfolio performance.

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Amara Osei
Amara Osei March 7, 2025

What do you like most about using Pluto?

The visualizations are incredibly helpful! They break down complex data into simple charts that make it easier to understand market trends.

What do you dislike most about using Pluto?

I sometimes wish there were more educational resources available directly on the platform for newer investors.

What problems does Pluto help you solve, and how does this benefit you?

It streamlines my investment process, allowing me to automate trades based on my preferred strategies, which saves me a lot of time and reduces stress.

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Yuki Sato
Yuki Sato January 27, 2025

What do you like most about using Pluto?

Pluto's portfolio optimization suggestions are a game changer. They help me identify which assets to buy or sell based on real-time data analysis.

What do you dislike most about using Pluto?

I think the user interface could be a bit more intuitive for first-time users.

What problems does Pluto help you solve, and how does this benefit you?

It helps me make informed investment decisions quickly, which is critical in today’s fast-paced market. The insights I gain from Pluto have significantly improved my investment returns.

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