AI Agents Transform Investing Apps

AI agents are turning investing apps into decision engines, not just order entry screens. The winning product is no longer the app with the most assets to trade, it is the one that helps a user turn a vague market view into a concrete position size, execution plan, and exit rule in the same workflow. That is why research, portfolio logic, and brokerage plumbing are converging inside one interface.

• Robinhood is pushing this from the brokerage side. It announced Cortex in March 2026, described it as an AI powered investing assistant, and later said it was rolling out across the app and Robinhood Legend, alongside social features and more active trading tools.
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• Public is pushing from the research and automation side. It first launched Alpha as a research copilot in 2023, then expanded to Agents that research markets and automate investing ideas, all inside the same portfolio tab where holdings already live.
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• This also creates pressure to own execution, not just insight. Composer being acquired by SoFi shows how automated strategy building becomes more valuable when attached to a full financial account, because the product can move directly from idea to funded trade.
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The next step is that brokerages fade into infrastructure while the investing experience becomes thesis driven and agent managed. Apps that can connect cross asset research, automated monitoring, and one click or no click execution will become the default place where retail and prosumer investors decide what to own.