In the images below, we will walk you through the step-by-step process for finding and creating an Investment Plan. All images shown are for illustrative purposes only.
Exploring our marketplace of Plans
Getting started begins on your portfolio home screen or from an individual asset page.
Tap on your portfolio page, which is the first bottom tab once you open your app. Scroll to the bottom of the page to the Build your portfolio menu. Scroll down and select the Investment Plans button. Once on the Investment Plans marketplace, explore Plans ranging from core asset allocations to specific industry and thematic trends. Select a Plan that aligns with your goals, and customize it to suit your needs.
Once you find a Plan that you like, tap on the Plan to learn more about the Plan’s holdings and default allocation.
Once you are ready to purchase a Plan, tap the “Fund this plan” button. From here, you can choose the amount and frequency of your recurring purchase, as well as your payment method. If you select $100 and weekly, your plan will execute each week on the same day for a $100 total purchase. On this screen, you can also edit the Plan to meet your needs by removing symbols and adjusting the allocation, to do so tap the Edit allocation button in the top right corner.
Once you’ve selected the amount, frequency, payment method, and adjusted the allocation of your funds you can tap Next. You will then get to the final screen where you can review your Plan, including your frequency, start date, amount, and payment method before creating it.
After tapping Confirm, your Plan is officially created, and your first trade will execute on the next market day, or whatever date you selected.
Once your Plan is live, you will be able to see your Plan(s) under the ‘Investment Plan’ section of your Portfolio. When each trade is executed, you will also see the individual transactions in your order history.
Creating a fully custom Plan:
Tap on your portfolio page, which is the first bottom tab once you open your app. Scroll to the bottom of the page to the Build your portfolio menu. Scroll down and select the Investment Plans button. Once on the Investment Plans marketplace, tap on the Build Your Own button. The next window will be labeled Add asset. There you can add assets from your Portfolio, Watchlist, or search for them using the search bar.
After selecting your assets, you can then choose your Plan’s allocation.
*To create a plan for a single asset: On asset pages for stocks, ETFs, and cryptos, you will see the Trade button. Tap on the Trade button, and then tap on the Recurring Buy button.
If this is your first time visiting Investment Plans, this will bring up a short overview of the feature. If you want to skip over this, tap the X on the top right.
After finalizing your allocation, you can choose the amount and frequency of your recurring purchase. If you select $100 and weekly, your plan will execute each week on the same day for a $100 total purchase.
In the example above, if I have three symbols in my Plan, and I set Symbol 1 to 34%, Symbol 2 to 33%, and Symbol 3 to 33%, my Plan will allocate to $34 for Symbol 1, $33 to Symbol 2, and $33 to Symbol 3 each week.
You will then get to the final screen where you can review your Plan, including your frequency, start date, amount, and payment method before creating it. The only payment method available for Investment Plans is from your bank account or brokerage account - we do not offer debit or credit cards for this feature.
After tapping Confirm, your Plan is officially created, and your first trade will execute on the next market day, or whatever date you selected.
Once your Plan is live, you will be able to see your Plan(s) under the ‘Investment Plan’ section of your Portfolio. When each trade is executed, you will also see the individual transactions in your order history.
Content is provided for informational purposes only, is neither investment advice nor an offer to sell nor a solicitation of an offer to buy any security. All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Cryptocurrency services are provided by Zero Hash LLC through a software licensing agreement between Zero Hash LLC (“zerohash”) and Public Platform LLC. zerohash is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Zero HashLLC is licensed to engage in virtual currency business activity and money transmission by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading. See here for zerohash licenses and disclosures.