# Volaren > Volaren is your personal investing agent for every account you own. It explains every move, suggests what to do next, and trades your decisions for you across all your brokers, inside the limits you set. Knows why your portfolio moved, suggests your next idea and trades it for you. 24/7 on the web, in the app, or by text. ## What Volaren does - **AI agents** research, explain and trade inside the limits you set. Each one has its own budget, maximum order size, rules and record, all visible. For each agent you choose: tell me only, ask me first, or trade automatically inside your limits. - **Every broker you use.** Connect Fidelity, Schwab, Vanguard and every other account, and Volaren sees and explains every holding across all of them. It places orders at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more, crypto orders at Coinbase, Kraken and Binance, and currency trades at OANDA. - **Copilot** answers anything about a market or your own portfolio with live data (filings, insider trades, fund holdings, news, rates and prices), runs backtests, places trades and turns any idea into an AI agent. - **Idea to trade** turns an idea in your own words into a reasoned book across stocks, ETFs, options, bonds, FX, commodities, crypto and prediction markets (on practice money), with the reason and evidence for every line. One press makes it an AI agent. - **Copy trade** follows the disclosed trades of members of Congress and the holdings of well-known funds and investors, sized to your account. - **Tax-loss harvesting** across every taxable account, with wash-sale checks across all of them. - **Briefing:** what happened since you last looked, why it matters and what you could do next. - **Texting:** text Volaren a question or a trade. The exact order is echoed back and placed on your explicit yes, and you can approve your AI agents' trades by text. - On the web, on your phone and by text, with one account. ## Pricing - Free: 100 credits a month, no card needed. Placing orders comes with every plan. - Volaren: $12 a month or $120 a year, 1,000 credits a month, everything unlocked. - Extra credits: $10 a month for 1,000 more credits a month. - One credit is one cent of AI work. Prices, news, your portfolio and trading never use credits. ## AI investing agents Source: https://www.volaren.ai/ai-investing-agent An AI agent in Volaren is a standing job you hand over: it does the research, decides what to trade with a written reason, and places the order at your own broker inside limits you set. It runs on Volaren’s servers, so it keeps working when your laptop is closed and your phone is in your pocket. ### What an AI agent is A chatbot answers questions and stops. An AI agent keeps going: it watches the market, works out what to do, prepares the exact orders and, if you let it, places them. The limits it trades inside and the record it keeps of every decision are what make it safe to hand over. Each AI agent runs one idea. The idea can be a book built in [Idea to trade](https://www.volaren.ai/docs/idea-to-trade), a person or strategy you [copy](https://www.volaren.ai/docs/copy-trade), a rule you typed (“buy $500 of SPY every Monday”), or a job such as harvesting tax losses. You describe it to [Copilot](https://www.volaren.ai/docs/copilot) in your own words, and Copilot drafts the agent as a card you can read: a one-line goal, what it watches, when it runs, what it may trade and every limit. Every agent has its own budget, its own record and its own page. Every rule it follows is written on that page, and nothing is hidden in a prompt. Because Volaren works across every account you connect, one agent sees your whole portfolio rather than one broker’s slice of it. ### How Volaren does it, end to end **1. Ask Copilot.** Copilot is the box on the Volaren home. It knows your connected accounts, researches with live data (company filings, insider trades, fund holdings, news, rates, prices) and answers about your own portfolio or any stock, fund, bond, currency or coin. **2. Idea to trade builds a reasoned book.** Describe an idea (“AI power demand outruns the grid”, “the Fed cuts faster than the market expects”) and [Idea to trade](https://www.volaren.ai/docs/idea-to-trade) researches it, values what it finds and builds a book while you watch. Every line says what the company or asset does, why it fits your idea and the evidence behind it. A book is always invested, never a pile of cash. **3. An AI agent trades it inside your limits.** Press Make this an AI agent. The agent holds the book, checks it every weekday and trades it back toward its targets. **4. Orders go to your own broker.** Volaren places orders at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more, crypto orders at Coinbase, Kraken and Binance, currency trades at OANDA, or on a practice account. Connect Fidelity, Schwab, Vanguard and your other accounts too, and your agents see and explain every holding across all of them. See [Brokers](https://www.volaren.ai/brokers). ### What it watches and how it decides An agent runs on a schedule (“every weekday at 9:45 New York time”), on an event, on a price rule, or when you press Run now. The events it can wait for include: - new SEC filings, insider trades and 13F holdings from funds you follow; - new stock-trade disclosures from members of Congress; - news on the names it covers, and earnings and other company events; - a price moving past a level you set. Each run starts fresh on current data. The agent reads your holdings and the market through the same research tools Copilot uses, keeps short notes on what it saw last time so it can tell you what changed, and ends with a decision, including “do nothing”. Every order it wants carries its own reason, and the run is kept in a log you can read. An agent that manages a book trades it by fixed rules rather than by guesswork: a holding that drifts too far from its target weight is traded back, a winner that grows too large is trimmed, a cash buffer is kept, and a trade too small or too costly to be worth it is skipped. You can edit every one of those rules. ### The limits you set A new agent that trades opens with these limits already filled in. You can raise, lower or remove each one on the Start card before it runs, and change them later. A limit you state in words (“$500 a month”, “$50 an order”) wins over the default. | Limit | What it does | Default | | --- | --- | --- | | Monthly budget | The most it may put to work in a month | 10% of the account, at most $5,000 | | Largest order | The most any one order may be | 5% of the account | | Loss stop | Once its own trades are down this much, it stops buying and only sells | 20% | | Orders a day | How many orders it may place in one day | Off unless you set it | | Most a day | The most it may spend in one day, in dollars | Off unless you set it | | Largest position | The most of the account any one holding may be | Off unless you set it | | What it may trade | The asset classes it may place, from the list below, where your account trades them | Set from the idea | | AI cost | The most it may spend on AI research | $3 a run, $10 a day | An agent that copies a person, a strategy or a basket starts at $1,000 a month, $500 an order, 10% per position and 10 orders a day, which you can change. The server checks every order against these limits when the agent prepares it, when you approve it and again just before it is placed. ### Approve each trade, or automatic inside your limits Every agent has one of three modes, and you pick it on the Start card: - **Tell me only.** It reports what it found. You trade yourself. - **I approve each batch.** It prepares the orders and sends you a push notification and a text. Tap Approve, or reply YES to the text, and that exact batch is placed. Nothing trades without you. See [Trade by text](https://www.volaren.ai/trade-by-text). - **Trade automatically within my limits.** It places orders inside your limits and tells you after, with what it did, why, and links to undo or pause. An order outside any limit is not placed automatically: it comes to you to approve, with the limit it would pass named in plain words. Any agent can run on practice money first. A practice account fills at live quotes, so the agent builds a real record from the day it starts without risking money. When you move it to a real account, you agree to the automated-trading terms once and press Start: one deliberate click on the web. ### When an agent can’t act, it tells you why An agent never goes quiet. When it cannot do what it planned, it sends one plain notice with the reason and what happens next: - **Over a limit.** “Not placed” with the limit named, and the order sent to you to approve. - **Past its loss stop.** It says how far down it is, keeps selling and stops buying until you raise or remove the stop. - **Out of AI budget for the day.** “It runs again tomorrow.” - **Out of AI budget for the period.** It pauses and says when it resumes. Raise the budget and it resumes at once. - **No reliable price.** It places nothing, waits and tries again. - **Not tradable in this account.** It says so in plain words, for example when your account does not trade crypto, options or currencies. If a server restarts in the middle of a run, the run picks up at its next step on another server. Pause stops an agent placing anything until you resume it, and End stops it for good while keeping its record. ### What it can trade An Idea to trade book can reach every asset class your idea points to, and shows all eight sleeves, each holding positions or saying in one line why it holds none: - stocks; - ETFs; - options, single legs and vertical spreads, where your account’s options level allows them; - bonds and interest rates, through bond and rate funds; - currencies; - commodities, such as oil, gas, metals and grains; - crypto; - prediction markets, on practice money. Shorts are used as hedges, never as the main bet, and stay a small part of the book unless you ask for shorts. Your account decides what can be placed: an agent trades crypto, options or currencies where your account trades them. ### Safety by design - **Your money stays at your broker.** Volaren places orders in your own brokerage account. Your cash and holdings stay there. - **Limits on every agent.** The server checks every order against the limits on the agent’s card before it goes out. - **A confirm for real money.** An order you place yourself is confirmed with one click. A real-money agent starts only after you agree to the automated-trading terms and press Start. - **A record of everything.** Every order is recorded before it is sent, with the reason for it. Every run leaves a report with what it did, why and what it cost. ### Compared with a robo-advisor and with doing it yourself | | Robo-advisor | Doing it yourself | Volaren | | --- | --- | --- | --- | | Where your money is | An account you open with the robo-advisor | Your own brokers | Your own brokers, all of them seen together | | What it invests in | A model portfolio of funds, picked from a risk questionnaire | Whatever you research | Any idea you have, across stocks, ETFs, options, bonds, currencies, commodities and crypto | | Who does the research | The model portfolio is fixed | You | Copilot and your AI agents, with the evidence shown | | Who places the orders | The robo-advisor | You, one by one | Your AI agent, with your approval or automatically inside your limits | | Why each trade happened | Its own rebalancing rules | Your own notes | A reason on every order, and a report after every run | | Wash sales across accounts | Inside its own account | By hand | Checked across every account you connect | ### Examples of AI agents - **An Idea to trade book:** Type a thesis, get a reasoned book, press Make this an AI agent. The agent holds the book, checks it every weekday and trades it back toward its targets inside your budget. - **Copy a politician:** Pick a member of Congress, such as Nancy Pelosi. When a new disclosure is filed, the agent runs on it and sizes each trade to your account and your limits. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians). - **Tax-loss harvester:** Every market day it checks your taxable accounts for losses worth taking, sells them with a similar replacement, and checks wash sales across every account. See [Tax-loss harvesting](https://www.volaren.ai/tax-loss-harvesting). - **Rebalancer:** Turn the holdings you already have into a book with target weights. The agent trims what has grown too large and adds back what has fallen behind, by rules you can read. ### How it works 1. Connect your brokerage accounts, or start on a practice account. 2. Describe the job to Copilot, or press Make this an AI agent under a book, a backtest, a person or a news story. 3. Read the draft card: the goal, what it watches, when it runs, the mode and the limits. Change anything. 4. Pick an account: practice money or a real brokerage account. 5. Press Start. A scheduled agent runs once straight away, then on its schedule; an event agent waits for its event. 6. Approve its trades, or let it trade inside your limits. Every run leaves a report and every order leaves a record. 7. Pause, change or end it at any time. ### Questions **Where do my AI agents run?** On Volaren’s servers. You make, watch and approve them in the Volaren terminal on the web, in your phone’s browser and by text, and the same agents show in each. **Does it trade without asking me?** Only if you choose automatic, and only inside the limits on its card. Choose I approve each batch and every batch comes to you by push and by text, and only that exact batch is placed. You can switch an agent between modes at any time. **Is an AI agent the same as a trading bot?** A bot follows a fixed rule. A Volaren AI agent can follow a rule too, but it also researches, explains each trade and manages a whole book across asset classes, inside limits you can read. **Can it recommend trades?** Yes. An agent can say buy, sell, trim or hedge, with the reason and the evidence. It never promises a return. **Can it short?** A book can hold shorts as hedges, kept small unless you ask for shorts, and an agent can sell short on a practice account. **What does an agent cost to run?** Each run spends AI credits from your plan, shown on its card and in every report (“This run cost 42 credits of AI”). The AI cost cap is a hard stop: a run that cannot fit in what is left of the cap is never started. **Is it free to start?** Yes. Start free with free credits every month, connect your accounts and see what your AI agent suggests. One plan, Volaren, is $12 a month with 1,000 credits a month included, across the terminal, phone web and text. Trading from Volaren comes with every plan, Free included. Need more? Extra credits start at $10. ## Trade by text Source: https://www.volaren.ai/trade-by-text Text Volaren like you would text a person. Ask a question and your Copilot texts back the answer. Text a trade and Volaren texts back the exact order, then places it at your own broker when you reply yes. Your AI agents ask for your approval by text too. ### Turn it on 1. Open Settings, then Notifications, then **Text Volaren**. 2. Choose where Volaren texts you: iMessage (SMS on phones without iMessage) or WhatsApp. 3. Enter your phone number, tick the consent box and press Get my code. Type the six-digit code we text you, or text your code to the number Volaren shows. A code lasts ten minutes. 4. Your number is linked, and Settings shows the number to text (“Text us at …”), and the welcome text carries Volaren’s contact card. 5. To place real-money orders with a typed yes, turn on **Trade by text** in Settings. Practice-money orders work by text from the start. The Text notifications switch in the same place sends money updates and things that need you by text, beside push. ### What you can text Write the way you would say it. A few of the messages Volaren understands: | You text | What happens | | --- | --- | | “Why is my portfolio down today?” | Your Copilot researches it with your own accounts and texts back a short answer with its sources. Reply “more” for the rest of a long answer. | | A photo, such as a screenshot of a chart or a statement | Copilot reads the picture and answers about it. | | “briefing” or “brief me” | Today’s Briefing, short, with a link to the full one. Items that need you come one at a time: reply 1, 2 or 3 to act, keep or ask why. | | “sell all my MU in Webull” | Volaren texts back the exact order, and your yes places it. | | “Sell all Micron” | The same, with the account picked from where you hold it. | | “buy $2,000 of VOO in Robinhood” | A dollar order, sized to shares and echoed back before anything is placed. | | An idea for a book, such as “AI power demand outruns the grid” | The book is built and texted pick by pick. Reply “all 5” for every pick, or “agent” to make it an AI agent on practice money. | | “pause my uranium agent” | Copilot drafts the change and a reply of yes makes it. Starting, pausing and editing AI agents all work by text. | | “HELP” or “STOP” | HELP says who we are and how to reach support. STOP ends texts until you text START. | ### How a trade by text is confirmed Every order is repeated back before it is placed. Text “sell all my MU in Webull” and Volaren replies: > Sell all 212 MU in Webull, market, about $21,400. Reply yes to place it. - **An explicit yes places it:** “yes”, “yes please”, “yes place it” or “yes do it”, in any case. Code reads that reply, never an AI model, so “ok”, “y” or “sure” leave the order waiting. - **The yes answers that exact order.** It is bound to the account, the side, the symbol and the exact shares, and works once, within ten minutes. A new echo replaces the old one. - **The price is checked again at your yes.** If it moved more than 5%, or your holding changed, Volaren texts the updated order for a fresh yes. - **After hours, it waits for the open.** The echo says so: “it goes to your broker for the open”. - **A big order can be split.** An order over $10,000, or over 1% of the stock’s daily trading, is offered as a split, about $1,000 a minute. Reply “stop order” to end a split at any time. Some answers end with a link. An answer’s link opens the full answer in Volaren, with its sources, charts and next steps. When an action needs your approval, such as a real-money copy of a person, the text carries a link that opens that card, ready for one tap. On a computer that is signed out, one tap on the link signs you in. ### AI agent approvals by text An AI agent in “I approve each batch” mode texts you every batch it wants to place, with its reason: > Momentum wants to buy 20 VST, about $3,100, because … Reply YES to approve, NO to skip. - **YES** approves that batch through the same approve as the button in Volaren, and Volaren texts back what filled. - **NO**, “no thanks”, “nope” or “skip” skips it: “Skipped. Nothing was placed.” - Your reply answers the newest request. A request that comes during your quiet hours (9pm to 7am in your timezone by default) is texted when they end. - An agent trading automatically texts you after each trade, with what it did and why. Reply “undo” within a day to cancel what has not filled, or “pause” to pause the agent. Approving real-money batches by text uses the same Trade by text switch in Settings. Practice-money batches approve by text from the start. See [AI investing agents](https://www.volaren.ai/ai-investing-agent). ### Safety - **Your number only.** Texts are answered only from the number you verified with a code, and each number links to one Volaren account. - **A confirm step on every order.** Nothing is placed without your explicit yes to the exact order Volaren repeated back. A yes is used once. - **Your choice for real money.** A typed yes places real money only after you turn on Trade by text in Settings, and you can turn it off there any time. - **The same checks as the Trade button.** Every order by text goes through the same order path as the app, with every check it holds: the account’s buying power and holdings, your plan, and each order sent once. An AI agent’s batch keeps every limit on its card. - **Your money stays at your broker.** Orders are placed in your own connected brokerage account, where your cash and holdings stay. - **STOP works any time.** Text STOP and Volaren sends nothing more until you text START. ### Which channel it uses - **iMessage**, from a real 10-digit number, with blue bubbles, read receipts and a typing bubble while Copilot works. Charts arrive as pictures. - **SMS** on phones without iMessage, with the same answers in plain text. - **WhatsApp**, when you pick it in Settings. Items that need you come with buttons: Review, Keep and Not now. ### What it costs Texting Volaren comes with your Volaren plan, with no charge per text from Volaren. A question you text uses the same credits as one you type in Volaren (Free has 100 a month). Practice trading and real-money trading by text both come with every plan, Free included. See [Pricing](https://www.volaren.ai/pricing). ### Questions **Do I need the app to text Volaren?** No. Once your number is linked, you text Volaren from your phone’s own Messages or WhatsApp. Links in a text open Volaren in your phone’s or computer’s browser. **What counts as a yes?** “yes”, “yes please”, “yes place it” or “yes do it”, in any case, with one ! or . after. For an AI agent’s request, YES approves and NO or skip passes. **What if I change my mind after the echo?** Text the change (“make it half”) and Volaren repeats the new order. Only your yes to the latest echo places anything. **Which brokers can I trade at by text?** The same brokers Volaren places orders at, and practice accounts. See [Brokers](https://www.volaren.ai/brokers). **Can I trade on practice money by text?** Yes. Practice orders and practice AI agents work by text from the start, with the same echo and yes. **Does Volaren charge for texts?** No. Texting comes with your plan. Your carrier’s usual message and data rates may apply. **How do I stop texts?** Text STOP, or turn off Text notifications in Settings. Text START to turn texts back on. ## Tax-loss harvesting Source: https://www.volaren.ai/tax-loss-harvesting Tax-loss harvesting means selling an investment that is below what you paid, so the loss can offset gains on your tax return, and buying a similar one so you stay invested. Volaren finds those losses across every account you connect and checks the wash-sale rule across all of them, not one broker at a time. ### Losses found across every account Volaren reads the tax lots in each account you connect: how many shares, what you paid and when. For every position below cost in a taxable account it shows the loss in dollars and percent, whether it is short-term or long-term, the tax it could save and a suggested replacement. By default a position counts as worth harvesting when its loss is at least $500 and at least 5%. Say your own floor (“losses over $1,000”, “only if it saves me $200”) and Volaren uses it. Volaren asks once for your filing status and tax rates, and for each account’s type (taxable, IRA, Roth, 401(k) or HSA), so every estimate is worked out on your numbers. When a broker gives only an average cost, Volaren says so and shows the estimate. ### Wash sales checked across every account The wash-sale rule disallows a loss when you buy the same or a substantially identical security within 30 days before or after the sale, in any of your accounts. A broker can only check its own. Volaren checks them together: - buys in every connected account, IRAs and 401(k)s included; - accounts you mark as your spouse’s; - dividends that reinvest automatically; - buys an AI agent has planned but not placed yet. A buy in the 30 days before the sale counts even if you have sold it since. When the matching buy is in an IRA, Roth, 401(k) or HSA, Volaren says plainly that the loss would be lost for good. ### The tax-loss harvesting AI agent Ask Copilot to “harvest my losses”, or press Harvest these automatically in the Tax view, and it drafts a tax-loss harvesting [AI agent](https://www.volaren.ai/ai-investing-agent). Every market day it checks your taxable accounts for losses worth taking. It sells the loss lots highest cost first, buys a replacement fund in the same category that is not substantially identical, and never buys the sold security back in any of your accounts inside the wash-sale window. It asks you before each harvest, or trades automatically inside your limits if you choose. At Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more it places the sale and the replacement. At Fidelity, Schwab, Vanguard and your other accounts it tells you the exact sale to make there, and those accounts’ buys still count in every wash-sale check. ### The Tax view in Portfolio Open Portfolio and choose Tax to see, for the account you pick: - **Losses you can harvest**, each with its loss, percent, term, any wash-sale date and the suggested replacement; - **Realised this year**, short-term and long-term; - **Estimated tax** on what you have realised; - **Wash-sale windows open** across all your accounts. The same view is on Volaren in your phone’s browser. ### Tax impact on the order ticket When you sell from a real account, the ticket shows the tax before you confirm: the gain or loss of each lot sold, the totals by term, “about $X tax”, and one plain line if the sale would trigger a wash sale. Lots are sold highest cost first unless you change it with one tap. When your broker picks the lots itself, the ticket shows the estimate on your broker’s own method. Nothing is placed until you confirm. ### A worked example > **Hypothetical numbers, for illustration only.** > Five months ago you bought 100 shares of Fund A at $60 in a taxable account, $6,000 in all. Fund A is now $52, so the position is worth $5,200: an $800 short-term loss, 13%. That passes both floors, so it shows under Losses you can harvest. > **Case 1: a buy in your IRA.** Your IRA bought Fund A 12 days ago. Volaren sees it, and the Tax view and the ticket both warn that selling now would be a wash sale and, because the buy is in an IRA, the loss would be lost for good. The AI agent waits. > **Case 2: no matching buy.** The agent sells the 100 shares and buys $5,200 of Fund B, a fund in the same category that follows a different index, so you stay invested. If you have $800 of short-term gains this year taxed at 24%, you’d owe about $192 less. Fund A is not bought back in any of your accounts for 30 days. ### How it works 1. Connect your brokerage accounts and tell Volaren each one’s type. 2. Answer two quick questions: your filing status and your tax rates. 3. Open Portfolio, then Tax, to see your harvestable losses, realised gains, estimated tax and open wash-sale windows. 4. Press Harvest these automatically, or ask Copilot, to start the tax-loss harvesting AI agent. 5. Approve each harvest, or let it harvest inside your limits. 6. Every sale on the ticket shows its tax impact before you confirm. ### Questions **Does it work with my Robinhood account?** Yes. Connect Robinhood and Volaren finds losses worth harvesting there, places the sale and the replacement once you say yes, and counts its buys in the wash-sale check across every other account you connect. **What is a wash sale?** Selling at a loss and buying the same or a substantially identical security within 30 days before or after. The loss is then not allowed for that sale, and in a taxable account it is added to the cost of the new shares instead. **How much of a loss can I use in a year?** Losses first offset gains. Past that, up to $3,000 a year can offset ordinary income ($1,500 if married filing separately), and the rest carries forward. Volaren counts carryforwards from earlier years when you enter them. **Will I be out of the market after a harvest?** No. The AI agent buys a replacement in the same category straight after the sale, one that is not substantially identical, so the loss counts and you stay invested. **Does Volaren help at year end?** Yes. Ask Copilot for a year-end plan: losses to harvest before December 31, gains you could take at the 0% long-term rate based on the income you tell it, and appreciated shares to give instead of cash. ## Copy Nancy Pelosi and politicians Source: https://www.volaren.ai/copy-trading/pelosi-and-politicians Members of Congress must publicly disclose the stocks they and their families buy and sell. Volaren reads every filing, turns each politician’s trades into a portfolio you can follow, and lets an AI agent copy it into your own account inside limits you set. ### Copy Nancy Pelosi Nancy Pelosi, Speaker emerita from California, is the politician Volaren suggests first. Her household’s disclosed trades become one portfolio: each buy adds a position, each sale trims or closes one, and every change shows the date it was filed. Copy that portfolio and your AI agent mirrors each new disclosure in your account, sized to your budget. If you would rather follow a rules-based version, the Nancy Pelosi Tracker strategy ranks the names she has traded by her net buying, confirmed by price momentum, and rebalances monthly. ### Copy Congress Volaren reads the trade reports of both chambers, the House and the Senate. These members each have their own portfolio you can follow and copy: - **House:** Nancy Pelosi, Josh Gottheimer, Gilbert Cisneros, Lisa McClain, Daniel Goldman, Susie Lee, Thomas Suozzi, Jefferson Shreve, Kevin Hern and Dan Crenshaw. - **Former House members:** Kathy Manning and Marjorie Taylor Greene. - **Senate:** Tommy Tuberville and Sheldon Whitehouse. To follow Congress as a whole, the Congress Tracker strategy ranks large companies by net congressional buying across both chambers, screened for volatility, and rebalances monthly. ### Where the trades come from Under the STOCK Act, members file a periodic transaction report for each trade. Volaren reads them at the source: the House Clerk’s financial disclosures and the Senate’s electronic filing system, with a market data feed filling in paper filings. It checks for new reports every two hours. - **Timing.** A member has up to 45 days after a trade to report it, so a filing can arrive weeks after the trade itself. Volaren dates every trade by when it was filed, which is when anyone could first act on it. - **Amounts.** Reports give each trade as a dollar range (for example $1,001 to $15,000), not a share count. Volaren weights each position by the middle of its range and labels the result as an estimate. - **History.** House reports from 2015 and Senate reports from August 2012 are kept, so every portfolio has its full record. ### How it works 1. Open **Copy trade** and pick a politician. 2. Choose the account: practice money, or a broker account connected with trading turned on. 3. Choose the mode: approve each batch with one tap, or let it trade automatically inside your limits. 4. Check the limits. A copy starts at $1,000 a month, $500 per order, 10% of the account per position and 10 orders a day, in US stocks and ETFs. Change any of them. 5. Choose **Match now** to buy the current portfolio at once, sized to your monthly budget, or start from the next disclosure. 6. The copy runs as an AI agent. Each new filing becomes one batch that moves your copy to the new weights, and it tells you what it did and why. A trade that would break one of your limits is never placed on its own: it comes to you to approve. Approvals arrive by push notification or by text. ### Practice money or real money Every account starts with a practice account holding $100,000 of practice money, and you can open more. A copy on practice money fills at market prices and builds a record you can watch before any real money moves. For real money, connect a broker with trading turned on. Volaren places orders at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more. At Fidelity, Schwab, Vanguard and other brokers it connects with read access: your AI agent sizes each disclosed trade to that account and explains it, and you place it there. Every screen says which account a copy trades in and whether it is practice or real money. ### What you see - **Latest moves:** each new disclosure as it lands, such as “Nancy Pelosi bought NVDA”, with its filing date and amount range. - **The portfolio:** what the member holds now by Volaren’s reading of their filings, and the full trade history behind it. - **Performance:** the one-year record against the S&P 500, plus the last month, three months, year to date, since the first filing and the largest drawdown. It is measured from the day each trade was filed, so it is a return a follower could actually have had. - **Your copy’s own record:** the trades your AI agent placed, in your account, marked as practice or real money. ### Questions **Can I copy Pelosi’s trades at Schwab or Fidelity?** Yes. Connect Schwab or Fidelity and your AI agent sizes each disclosed trade to your account, explains it, and you place it there. At Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more it places the trades for you once you say yes, or automatically inside your limits. **How quickly do new trades show up?** Volaren checks for new reports every two hours and shows each one once it is filed. The report itself can come up to 45 days after the trade, which is the timing the law allows. **Does copying Congress trades work?** Copying follows the trades members disclose, from the day they are filed. Each portfolio shows its own record, measured from the filing dates, next to the S&P 500, so you can judge it before you copy. **Will it trade without asking me?** Only if you choose automatic, and only inside your limits. Anything outside them comes to you to approve. You can pause or end the copy at any time. **Can I copy more than one politician?** A free account follows one person, fund or strategy. The paid plan follows as many as you like. ## Copy Warren Buffett and hedge funds Source: https://www.volaren.ai/copy-trading/buffett-and-hedge-funds Every large investment manager files its US stock holdings with the SEC each quarter. Volaren turns those filings into portfolios you can follow, from Berkshire Hathaway to Bridgewater, and lets an AI agent copy one into your own account inside limits you set. ### Who you can copy Volaren tracks more than 60 well-known investors and funds. Among them: | Investor or fund | Who they are | | --- | --- | | Warren Buffett | Berkshire Hathaway’s holdings | | Charlie Munger | The Daily Journal portfolio he built | | Bill Ackman | Pershing Square | | Michael Burry | Scion Asset Management | | Bridgewater Associates | Ray Dalio’s macro fund | | Renaissance Technologies | Founded by Jim Simons | | Appaloosa | David Tepper’s hedge fund | | Stanley Druckenmiller | Duquesne Family Office | | Seth Klarman | Baupost Group | | Carl Icahn | Icahn Enterprises | | Dan Loeb | Third Point | | ARK Investment Management | Cathie Wood’s firm | | Citadel Advisors | Ken Griffin’s hedge fund | | Point72 | Steve Cohen’s hedge fund | | Tiger Global, Coatue, Viking Global, Lone Pine | Growth hedge funds | | Elliott, Trian, Starboard | Activist funds | | Li Lu, Prem Watsa, Tom Gayner | Himalaya Capital, Fairfax Financial, Markel | | Leopold Aschenbrenner | Situational Awareness | | Norges Bank, CalPERS, Harvard Management Company | Sovereign wealth, pension and endowment money | For Warren Buffett you can also follow the Berkshire shares he reports owning himself, from his Form 4 filings. ### Where the holdings come from A manager with more than $100 million in US stocks files a Form 13F with the SEC for every quarter. Volaren reads each tracked filer’s 13Fs straight from SEC EDGAR, back to 2013, and picks up a new one on the weekday it is filed. Amendments that restate a quarter replace the original. - **Timing.** A 13F is due 45 days after the quarter ends, so the holdings it shows are as of the last day of that quarter. Volaren shows both dates on every filing: the quarter it covers and the day it was filed. - **What it covers.** A 13F lists the US-listed stocks and some options a manager holds. The copy is built from the stock positions, weighted by their value in the filing. ### How it works 1. Open **Copy trade** and pick an investor or fund. 2. Choose the account: practice money, or a broker account connected with trading turned on. 3. Choose the mode: approve each batch with one tap, or let it trade automatically inside your limits. 4. Check the limits. A copy starts at $1,000 a month, $500 per order, 10% of the account per position and 10 orders a day, in US stocks and ETFs. Change any of them. 5. Choose **Match now** to buy the latest portfolio at once, sized to your monthly budget, or start from the next filing. 6. The copy runs as an AI agent, with its own budget and record. It tells you what it bought and why. ### When a new filing lands Each new 13F becomes one batch that moves your copy to the new weights: new positions are bought, positions the fund added to are topped up, and positions it trimmed or sold are trimmed or sold in your account. In approve mode the batch waits for your tap. In automatic mode it trades inside your limits, and any trade that would break one comes to you to approve. A batch moves only the copy’s own positions. The copy keeps its own book in your account, separate from shares you bought yourself. ### What you see - **Latest moves:** what changed in the newest filing, such as “Berkshire added OXY”. - **The portfolio:** the current book with each position’s weight, and every past quarter behind it. - **Performance:** the one-year record against the S&P 500, plus the last month, three months, year to date, since the first filing and the largest drawdown. It is measured from the day each filing became public, so it is a return a follower could actually have had. - **Your copy’s own record:** the trades your AI agent placed, marked as practice or real money. Every account starts with a practice account holding $100,000 of practice money, so you can watch a copy run before real money moves. ### Questions **Can I copy Warren Buffett’s portfolio?** Yes. Volaren builds Berkshire Hathaway’s US stock portfolio from its 13F and your AI agent mirrors it in your account, sized to your budget, and updates it each quarter when the new filing lands. **How current are the holdings?** As current as the law makes them. A 13F shows holdings at the end of a quarter and is due 45 days later. Volaren picks it up the weekday it is filed and shows both dates. **How often does my copy trade?** Once per new filing, which for a 13F is once a quarter. Each filing is one batch that moves your copy to the new weights. **Which brokers can it trade at?** Volaren places orders at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more. At Fidelity, Schwab, Vanguard and other brokers it reads your account, sizes each change to it and explains it, and you place the trade there. See [Brokers](https://www.volaren.ai/brokers). **Can I copy more than one fund?** A free account follows one person, fund or strategy. The paid plan follows as many as you like. ## Brokers Source: https://www.volaren.ai/brokers Connect every account you own and one AI agent sees them all together. At Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more it places your trades, at Coinbase, Kraken and Binance your crypto trades, and at OANDA your currency trades. Everywhere else it reads the account, plans each trade and you place it. ### Every broker Volaren connects A to Z. **See holdings**: Volaren reads every position and balance and keeps them in sync. **AI agent places trades**: your AI agent places orders there, once you approve them or automatically inside the limits you set. **Practice**: a practice account with no real money at stake. | Broker | What Volaren can do | Asset classes | Connects through | | --- | --- | --- | --- | | [Alpaca](https://www.volaren.ai/brokers/alpaca) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options, crypto | SnapTrade, Finatic | | Alpaca Paper | Practice. AI agent places stock and ETF trades. | Stocks, ETFs, options, crypto | SnapTrade | | Binance | See holdings. AI agent places crypto trades. | Crypto | SnapTrade | | [Charles Schwab](https://www.volaren.ai/brokers/schwab) | See holdings. AI agent plans each trade for you to place. | Stocks, ETFs, options, bonds | SnapTrade | | [Coinbase](https://www.volaren.ai/brokers/coinbase) | See holdings. AI agent places crypto trades. | Crypto | SnapTrade | | [E*TRADE](https://www.volaren.ai/brokers/etrade) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options | SnapTrade | | [eToro](https://www.volaren.ai/brokers/etoro) | See holdings. AI agent places stock buys. | Stocks, ETFs, crypto | SnapTrade, Finatic | | [Fidelity](https://www.volaren.ai/brokers/fidelity) | See holdings. AI agent plans each trade for you to place. | Stocks, ETFs, options, bonds | SnapTrade | | [Interactive Brokers](https://www.volaren.ai/brokers/interactive-brokers) | See holdings. AI agent plans each trade for you to place. | Stocks, ETFs, options, bonds | SnapTrade | | Kalshi | See positions and balance. | Prediction markets | Kalshi API key | | Kraken | See holdings. AI agent places crypto trades. | Crypto | SnapTrade | | [moomoo](https://www.volaren.ai/brokers/moomoo) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options | SnapTrade | | NinjaTrader | See holdings. | Stocks, options, futures, currencies | Finatic | | [OANDA](https://www.volaren.ai/brokers/oanda) | See holdings. AI agent places currency trades. Practice accounts too. | Currencies: EUR/USD, GBP/USD, AUD/USD and NZD/USD | OANDA access token | | [Public](https://www.volaren.ai/brokers/public) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options, crypto, bonds | SnapTrade | | Questrade | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options, bonds | SnapTrade | | Rithmic | See holdings. | Futures | Finatic | | [Robinhood](https://www.volaren.ai/brokers/robinhood) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options, crypto | SnapTrade, Finatic | | Robinhood Agentic Trading | See holdings. | Stocks, ETFs, options, crypto | SnapTrade | | Stake Australia | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs | SnapTrade | | [tastytrade](https://www.volaren.ai/brokers/tastytrade) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options, crypto | SnapTrade | | TradeLocker | See holdings. | Currencies, CFDs | Finatic | | [TradeStation](https://www.volaren.ai/brokers/tradestation) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options | SnapTrade, Finatic | | Tradier | See holdings. | Stocks, ETFs, options | SnapTrade | | Trading 212 | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs | SnapTrade | | Trading 212 Practice | Practice. AI agent places stock and ETF trades. | Stocks, ETFs | SnapTrade | | [Vanguard](https://www.volaren.ai/brokers/vanguard) | See holdings. AI agent plans each trade for you to place. | Stocks, ETFs | SnapTrade | | Wealthsimple | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, crypto, bonds | SnapTrade | | [Webull](https://www.volaren.ai/brokers/webull) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options | SnapTrade | | [Webull Canada](https://www.volaren.ai/brokers/webull) | See holdings. AI agent places stock and ETF trades. | Stocks, ETFs, options | SnapTrade | | Banks and other investment accounts | See balances and holdings. | Cash, cards, loans, investments | Plaid | Asset classes are what Volaren reads in that account. Where it trades, your AI agent places stocks and ETFs, plus crypto where the account itself lists the coin; at eToro it places market buys by dollar amount; at Coinbase, Kraken and Binance it places crypto orders; at OANDA it trades EUR/USD, GBP/USD, AUD/USD and NZD/USD. ### Broker guides - [Alpaca](https://www.volaren.ai/brokers/alpaca) - [Charles Schwab](https://www.volaren.ai/brokers/schwab) - [Coinbase](https://www.volaren.ai/brokers/coinbase) - [E*TRADE](https://www.volaren.ai/brokers/etrade) - [eToro](https://www.volaren.ai/brokers/etoro) - [Fidelity](https://www.volaren.ai/brokers/fidelity) - [Interactive Brokers](https://www.volaren.ai/brokers/interactive-brokers) - [moomoo](https://www.volaren.ai/brokers/moomoo) - [OANDA](https://www.volaren.ai/brokers/oanda) - [Public](https://www.volaren.ai/brokers/public) - [Robinhood](https://www.volaren.ai/brokers/robinhood) - [tastytrade](https://www.volaren.ai/brokers/tastytrade) - [TradeStation](https://www.volaren.ai/brokers/tradestation) - [Vanguard](https://www.volaren.ai/brokers/vanguard) - [Webull](https://www.volaren.ai/brokers/webull) ### Your money stays at your broker Volaren never holds your money or your shares. They stay in your own account at your broker, and every order is placed in that account in your name. Brokers connect through SnapTrade or Finatic with your own sign-in: Volaren never sees or stores your broker username, password or two-factor codes, only a connection token, kept encrypted. At OANDA and Kalshi you paste a key you made in that account, and Volaren keeps it encrypted. Disconnect at any time. ### How it works 1. Open the terminal and choose **Connect a brokerage**. It has two tabs: **Read and trade** and **Read only**. 2. Pick your broker and sign in on its own page. For OANDA, paste a personal access token from your OANDA account. 3. Choose read only, or read and trade at a broker where Volaren places orders. Reading and trading both come with every plan, Free included. 4. Your holdings and balances sync into one view, next to every other account you connect. 5. Give an AI agent an account to trade in, its budget and its limits, and choose approve each batch or automatic. ### What an AI agent can do - **At every broker:** see each holding, explain what moved and why, research what you own, flag what needs a look, and suggest tax-aware next steps with losses worth harvesting checked across all your accounts. - **At a broker where Volaren trades:** place the orders you approve, or trade automatically inside its limits: a monthly budget, a largest order, a largest position and a cap on orders a day. Anything outside them comes to you to approve, by push notification or by text. - **At a read-only broker:** prepare each trade sized to that account, with its reason, for you to place there. After an order, Volaren reads the account again, so your holdings show the fill. ### Practice accounts Every Volaren account comes with a practice account holding $100,000 of practice money, and you can open as many more as you like, each with its own cash. Pick a broker style (Robinhood, Schwab, Interactive Brokers, Alpaca, Kalshi or a general one) and it trades what that broker offers. Practice money is always kept apart from real money, and every screen says which one you are looking at. Brokers’ own practice accounts connect too: Alpaca Paper, Trading 212 Practice and OANDA practice take orders from Volaren like any trading broker, with no real money at stake. ### Questions **Which brokers can Volaren trade at?** Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca, Webull Canada, Trading 212, Questrade, Wealthsimple and Stake Australia for stocks and ETFs, eToro for market buys by dollar amount, Coinbase, Kraken and Binance for crypto, and OANDA for currencies. Alpaca Paper and Trading 212 Practice take practice orders. At every other connected broker your AI agent plans the trade and you place it there. **Does Volaren hold my money?** No. Your money and shares stay at your broker, in your name. Volaren places orders in your account only where you turned trading on. **Do I need a paid plan to connect?** No. Any account connects every broker with read access for free. Placing orders comes with every plan, Free included. **Can I connect accounts at several brokers?** Yes. Connect as many as you own. One AI agent sees them all together, so its suggestions fit everything you hold. **My broker is not in the list. Can I still connect it?** Other brokers in the connect list link the same way, with read access, and banks and other investment accounts connect through Plaid. [Tell us](https://www.volaren.ai/contact) which broker you want next. **Is Volaren affiliated with these brokers?** No. Volaren is independent and connects with your own sign-in. Broker names are trademarks of their owners. ## AI agent for Robinhood Source: https://www.volaren.ai/brokers/robinhood Connect Robinhood and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects Robinhood connects through Finatic with your Robinhood username and password, typed into Finatic’s own secure connect window, with read and trade access, or through SnapTrade with read access only. Volaren reads your stocks, ETFs, options and crypto, and your balances, and keeps them in sync. Volaren never sees your Robinhood password or two-factor codes, and your money and shares stay at Robinhood, in your name. ### What your AI agent does with Robinhood - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Robinhood account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your Robinhood account. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. Want to watch an AI agent trade first? Open a Practice Robinhood account: it trades what Robinhood offers, with its own practice cash, and builds a record before any real money moves. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Robinhood under **Read and trade** and sign in in Finatic’s secure window. 3. Your Robinhood holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my Robinhood account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at Robinhood?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my Robinhood account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Robinhood?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with Robinhood?** No. Volaren is independent and connects to Robinhood with your own sign-in. Robinhood is a trademark of its owner. ## AI agent for Webull Source: https://www.volaren.ai/brokers/webull Connect Webull and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects Webull connects through SnapTrade with your own Webull sign-in, with read and trade access. Volaren reads your stocks, ETFs and options, and your balances, and keeps them in sync. Volaren never sees your Webull password or two-factor codes, and your money and shares stay at Webull, in your name. Webull Canada connects the same way, with the same trading. ### What your AI agent does with Webull - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Webull account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your Webull account, plus crypto where the account lists the coin. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Webull under **Read and trade** and sign in on its own page. 3. Your Webull holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my Webull account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at Webull?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my Webull account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Webull?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with Webull?** No. Volaren is independent and connects to Webull with your own sign-in. Webull is a trademark of its owner. ## AI agent for Public Source: https://www.volaren.ai/brokers/public Connect Public and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects Public connects through SnapTrade with your own Public sign-in, with read and trade access. Volaren reads your stocks, ETFs, options, crypto and bonds, and your balances, and keeps them in sync. Volaren never sees your Public password or two-factor codes, and your money and shares stay at Public, in your name. ### What your AI agent does with Public - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Public account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your Public account, plus crypto where the account lists the coin. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Public under **Read and trade** and sign in on its own page. 3. Your Public holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my Public account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at Public?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my Public account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Public?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with Public?** No. Volaren is independent and connects to Public with your own sign-in. Public is a trademark of its owner. ## AI agent for E*TRADE Source: https://www.volaren.ai/brokers/etrade Connect E*TRADE and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects E*TRADE connects through SnapTrade with your own E*TRADE sign-in, with read and trade access. Volaren reads your stocks, ETFs and options, and your balances, and keeps them in sync. Volaren never sees your E*TRADE password or two-factor codes, and your money and shares stay at E*TRADE, in your name. ### What your AI agent does with E*TRADE - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your E*TRADE account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your E*TRADE account, plus crypto where the account lists the coin. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick E*TRADE under **Read and trade** and sign in on its own page. 3. Your E*TRADE holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my E*TRADE account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at E*TRADE?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my E*TRADE account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect E*TRADE?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with E*TRADE?** No. Volaren is independent and connects to E*TRADE with your own sign-in. E*TRADE is a trademark of its owner. ## AI agent for tastytrade Source: https://www.volaren.ai/brokers/tastytrade Connect tastytrade and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects tastytrade connects through SnapTrade with your own tastytrade sign-in, with read and trade access. Volaren reads your stocks, ETFs, options and crypto, and your balances, and keeps them in sync. Volaren never sees your tastytrade password or two-factor codes, and your money and shares stay at tastytrade, in your name. ### What your AI agent does with tastytrade - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your tastytrade account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your tastytrade account, plus crypto where the account lists the coin. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick tastytrade under **Read and trade** and sign in on its own page. 3. Your tastytrade holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my tastytrade account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at tastytrade?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my tastytrade account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect tastytrade?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with tastytrade?** No. Volaren is independent and connects to tastytrade with your own sign-in. tastytrade is a trademark of its owner. ## AI agent for moomoo Source: https://www.volaren.ai/brokers/moomoo Connect moomoo and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects moomoo connects through SnapTrade with your own moomoo sign-in, with read and trade access. Volaren reads your stocks, ETFs and options, and your balances, and keeps them in sync. Volaren never sees your moomoo password or two-factor codes, and your money and shares stay at moomoo, in your name. ### What your AI agent does with moomoo - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your moomoo account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your moomoo account, plus crypto where the account lists the coin. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick moomoo under **Read and trade** and sign in on its own page. 3. Your moomoo holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my moomoo account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at moomoo?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my moomoo account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect moomoo?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with moomoo?** No. Volaren is independent and connects to moomoo with your own sign-in. moomoo is a trademark of its owner. ## AI agent for TradeStation Source: https://www.volaren.ai/brokers/tradestation Connect TradeStation and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects TradeStation connects through Finatic with your own TradeStation sign-in, with read and trade access, or through SnapTrade with read access only. Volaren reads your stocks, ETFs and options, and your balances, and keeps them in sync. Volaren never sees your TradeStation password or two-factor codes, and your money and shares stay at TradeStation, in your name. ### What your AI agent does with TradeStation - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your TradeStation account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your TradeStation account. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick TradeStation under **Read and trade** and sign in on its own page. 3. Your TradeStation holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my TradeStation account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at TradeStation?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my TradeStation account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect TradeStation?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with TradeStation?** No. Volaren is independent and connects to TradeStation with your own sign-in. TradeStation is a trademark of its owner. ## AI agent for Alpaca Source: https://www.volaren.ai/brokers/alpaca Connect Alpaca and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects Alpaca connects through Finatic with your own Alpaca sign-in, with read and trade access, or through SnapTrade with read access only. Volaren reads your stocks, ETFs, options and crypto, and your balances, and keeps them in sync. Volaren never sees your Alpaca password or two-factor codes, and your money and shares stay at Alpaca, in your name. Alpaca Paper, Alpaca’s own practice account, connects through SnapTrade and takes orders from Volaren too, with no real money at stake. ### What your AI agent does with Alpaca - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Alpaca account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock and ETF orders in your Alpaca account. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. Want to watch an AI agent trade first? Open a Practice Alpaca account: it trades what Alpaca offers, with its own practice cash, and builds a record before any real money moves. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Alpaca under **Read and trade** and sign in on its own page. 3. Your Alpaca holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my Alpaca account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at Alpaca?** Yes. Your AI agent places stock and ETF orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my Alpaca account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Alpaca?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with Alpaca?** No. Volaren is independent and connects to Alpaca with your own sign-in. Alpaca is a trademark of its owner. ## AI agent for eToro Source: https://www.volaren.ai/brokers/etoro Connect eToro and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects eToro connects through Finatic with your own eToro sign-in, with read and trade access, or through SnapTrade with read access only. Volaren reads your stocks, ETFs and crypto, and your balances, and keeps them in sync. Volaren never sees your eToro password, and your money stays at eToro, in your name. ### What your AI agent does with eToro - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your eToro account. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places stock buys in your eToro account: market orders by dollar amount, unlevered, matched to eToro’s own instrument for each ticker. Sales are planned for you to place at eToro. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick eToro under **Read and trade** and sign in on its own page. 3. Your eToro holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my eToro account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at eToro?** Yes. Your AI agent places stock buys there by dollar amount once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Can I copy Pelosi’s or Buffett’s trades in my eToro account?** Yes. Your AI agent mirrors each disclosed trade in your account, sized to your budget, and explains it. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect eToro?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with eToro?** No. Volaren is independent and connects to eToro with your own sign-in. eToro is a trademark of its owner. ## AI agent for OANDA Source: https://www.volaren.ai/brokers/oanda Connect OANDA and your AI agent trades currencies for you: it watches the pairs you care about, explains what moved and places the trades you approve, or trades automatically inside your limits. ### What connects OANDA connects with a personal access token you make in your own OANDA account and paste into Volaren. Volaren keeps it encrypted and never shows it again. Your currency positions and balance sync next to every other account, and your money stays at OANDA, in your name. Practice accounts connect the same way. ### What your AI agent does with OANDA - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places currency trades in EUR/USD, GBP/USD, AUD/USD and NZD/USD, with the same approve or automatic modes and the same limits as stock trades. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick OANDA and paste your OANDA access token. 3. Your OANDA holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my OANDA account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at OANDA?** Yes. Your AI agent places trades in EUR/USD, GBP/USD, AUD/USD and NZD/USD once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Does it cost anything to connect OANDA?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with OANDA?** No. Volaren is independent and connects to OANDA with your own sign-in. OANDA is a trademark of its owner. ## AI agent for Fidelity Source: https://www.volaren.ai/brokers/fidelity Connect Fidelity and your AI agent sees every holding, watches the account and explains every move. It researches what you own, suggests what to do next with the reason, and sizes every trade to your Fidelity account. ### What connects Fidelity connects through SnapTrade with your own Fidelity sign-in, with read access. Volaren reads your stocks, ETFs, options and bonds, and your balances, and keeps them in sync. Volaren never sees your Fidelity password or two-factor codes, and your money and shares stay at Fidelity, in your name. ### What your AI agent does with Fidelity - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Fidelity account. ### Placing the trades When your AI agent suggests a trade, it shows the exact order sized to your Fidelity account, with its reason, and you place it at Fidelity. To have orders placed for you, connect an account at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more with trading turned on: the same AI agent trades there once you say yes, or automatically inside your limits, while it keeps watching your Fidelity account. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Fidelity and sign in on its own page. 3. Your Fidelity holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Place the trades it plans at Fidelity, or connect a broker where Volaren trades for you. ### Questions **What does Volaren do with my Fidelity account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own. **Can Volaren place trades at Fidelity?** Fidelity connects with read access. Your AI agent plans each trade sized to the account and you place it there. Volaren places orders for you at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more. **Can I copy Pelosi’s or Buffett’s trades in my Fidelity account?** Yes. Your AI agent sizes each disclosed trade to your Fidelity account and explains it, and you place it there. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Fidelity?** No. Connecting with read access is free on any account. **Is Volaren affiliated with Fidelity?** No. Volaren is independent and connects to Fidelity with your own sign-in. Fidelity is a trademark of its owner. ## AI agent for Charles Schwab Source: https://www.volaren.ai/brokers/schwab Connect Charles Schwab and your AI agent sees every holding, watches the account and explains every move. It researches what you own, suggests what to do next with the reason, and sizes every trade to your Schwab account. ### What connects Charles Schwab connects through SnapTrade with your own Schwab sign-in, with read access. Volaren reads your stocks, ETFs, options and bonds, and your balances, and keeps them in sync. Volaren never sees your Schwab password or two-factor codes, and your money and shares stay at Schwab, in your name. ### What your AI agent does with Schwab - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Schwab account. ### Placing the trades When your AI agent suggests a trade, it shows the exact order sized to your Schwab account, with its reason, and you place it at Schwab. To have orders placed for you, connect an account at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more with trading turned on: the same AI agent trades there once you say yes, or automatically inside your limits, while it keeps watching your Schwab account. Want to watch an AI agent trade first? Open a Practice Schwab account: it trades what Schwab offers, with its own practice cash, and builds a record before any real money moves. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Charles Schwab and sign in on its own page. 3. Your Schwab holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Place the trades it plans at Schwab, or connect a broker where Volaren trades for you. ### Questions **What does Volaren do with my Schwab account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own. **Can Volaren place trades at Schwab?** Charles Schwab connects with read access. Your AI agent plans each trade sized to the account and you place it there. Volaren places orders for you at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more. **Can I copy Pelosi’s or Buffett’s trades in my Schwab account?** Yes. Your AI agent sizes each disclosed trade to your Schwab account and explains it, and you place it there. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Schwab?** No. Connecting with read access is free on any account. **Is Volaren affiliated with Schwab?** No. Volaren is independent and connects to Schwab with your own sign-in. Schwab is a trademark of its owner. ## AI agent for Vanguard Source: https://www.volaren.ai/brokers/vanguard Connect Vanguard and your AI agent sees every holding, watches the account and explains every move. It researches what you own, suggests what to do next with the reason, and sizes every trade to your Vanguard account. ### What connects Vanguard connects through SnapTrade with your own Vanguard sign-in, with read access. Volaren reads your stocks and ETFs, and your balances, and keeps them in sync. Volaren never sees your Vanguard password or two-factor codes, and your money and shares stay at Vanguard, in your name. ### What your AI agent does with Vanguard - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Vanguard account. ### Placing the trades When your AI agent suggests a trade, it shows the exact order sized to your Vanguard account, with its reason, and you place it at Vanguard. To have orders placed for you, connect an account at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more with trading turned on: the same AI agent trades there once you say yes, or automatically inside your limits, while it keeps watching your Vanguard account. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Vanguard and sign in on its own page. 3. Your Vanguard holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Place the trades it plans at Vanguard, or connect a broker where Volaren trades for you. ### Questions **What does Volaren do with my Vanguard account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own. **Can Volaren place trades at Vanguard?** Vanguard connects with read access. Your AI agent plans each trade sized to the account and you place it there. Volaren places orders for you at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more. **Can I copy Pelosi’s or Buffett’s trades in my Vanguard account?** Yes. Your AI agent sizes each disclosed trade to your Vanguard account and explains it, and you place it there. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Vanguard?** No. Connecting with read access is free on any account. **Is Volaren affiliated with Vanguard?** No. Volaren is independent and connects to Vanguard with your own sign-in. Vanguard is a trademark of its owner. ## AI agent for Interactive Brokers Source: https://www.volaren.ai/brokers/interactive-brokers Connect Interactive Brokers and your AI agent sees every holding, watches the account and explains every move. It researches what you own, suggests what to do next with the reason, and sizes every trade to your Interactive Brokers account. ### What connects Interactive Brokers connects through SnapTrade with your own Interactive Brokers sign-in, with read access. Volaren reads your stocks, ETFs, options and bonds, and your balances, and keeps them in sync. Volaren never sees your Interactive Brokers password or two-factor codes, and your money and shares stay at Interactive Brokers, in your name. ### What your AI agent does with Interactive Brokers - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Brings copy trade ideas, like Nancy Pelosi’s disclosed trades and Berkshire Hathaway’s latest 13F, sized to your Interactive Brokers account. ### Placing the trades When your AI agent suggests a trade, it shows the exact order sized to your Interactive Brokers account, with its reason, and you place it at Interactive Brokers. To have orders placed for you, connect an account at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more with trading turned on: the same AI agent trades there once you say yes, or automatically inside your limits, while it keeps watching your Interactive Brokers account. Want to watch an AI agent trade first? Open a Practice Interactive Brokers account: it trades what Interactive Brokers offers, with its own practice cash, and builds a record before any real money moves. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Interactive Brokers and sign in on its own page. 3. Your Interactive Brokers holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Place the trades it plans at Interactive Brokers, or connect a broker where Volaren trades for you. ### Questions **What does Volaren do with my Interactive Brokers account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own. **Can Volaren place trades at Interactive Brokers?** Interactive Brokers connects with read access. Your AI agent plans each trade sized to the account and you place it there. Volaren places orders for you at Robinhood, Webull, Public, E*TRADE, tastytrade, moomoo, TradeStation, Alpaca and more. **Can I copy Pelosi’s or Buffett’s trades in my Interactive Brokers account?** Yes. Your AI agent sizes each disclosed trade to your Interactive Brokers account and explains it, and you place it there. See [Copy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians) and [Copy Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds). **Does it cost anything to connect Interactive Brokers?** No. Connecting with read access is free on any account. **Is Volaren affiliated with Interactive Brokers?** No. Volaren is independent and connects to Interactive Brokers with your own sign-in. Interactive Brokers is a trademark of its owner. ## AI agent for Coinbase Source: https://www.volaren.ai/brokers/coinbase Connect Coinbase and your AI agent sees every holding, explains every move and places your trades there, once you approve them or automatically inside the limits you set. ### What connects Coinbase connects through SnapTrade with your own Coinbase sign-in, with read and trade access. Volaren reads your crypto, and your balances, and keeps them in sync. Volaren never sees your Coinbase password or two-factor codes, and your money and coins stay at Coinbase, in your name. ### What your AI agent does with Coinbase - Sees every holding and balance, next to every other account you connect. - Watches the account and explains what moved and why. - Researches what you own before you ask, and sends an alert when something needs a look. - Suggests tax-aware next steps, with losses worth harvesting checked against your other accounts. - Places the trades you approve, or trades automatically inside its monthly budget, largest order, largest position and orders a day. ### Placing the trades Your AI agent places crypto orders in your Coinbase account, in the coins Coinbase lists. In approve mode each batch waits for your tap; in automatic mode it trades inside your limits, and anything outside them comes to you to approve, by push notification or by text. ### How it works 1. Open the terminal and choose **Connect a brokerage**. 2. Pick Coinbase under **Read and trade** and sign in on its own page. 3. Your Coinbase holdings and balances appear in Portfolio, beside every other account. 4. Ask Copilot about the account, or give an AI agent its budget and limits. 5. Approve each batch with one tap, or let it trade automatically inside your limits. ### Questions **What does Volaren do with my Coinbase account?** It connects with your own sign-in and sees every holding. Your AI agent watches the account, explains every move and suggests next steps that fit everything you own, and places the trades you approve. **Can Volaren place trades at Coinbase?** Yes. Your AI agent places crypto orders there once you say yes, or automatically inside your limits. Placing orders comes with every plan, Free included. **Does it cost anything to connect Coinbase?** No. Connecting with read access is free on any account. Placing orders comes with every plan, Free included. **Is Volaren affiliated with Coinbase?** No. Volaren is independent and connects to Coinbase with your own sign-in. Coinbase is a trademark of its owner. ## Questions about AI and your portfolio Source: https://www.volaren.ai/faq Short, straight answers. ### Questions **What is a personal investing agent?** An AI agent that does the work, not one that only answers questions. It watches what you own, reads the news and filings that matter to it, and comes to you with a next step and the reason for it. **Can AI manage my portfolio?** Yes, within limits you set. Volaren's AI agent watches every account you connect, explains every move, suggests what to do next and trades your decisions once you say yes. **Does copying Congress trades work?** Copying is about following the trades members of Congress disclose. Volaren turns each filing into a change sized to your account, explains it, and you decide what to copy. **Can it trade automatically?** Only inside limits you set. Each AI agent has a budget and a maximum order size you can read. Approve every trade yourself, or let it trade automatically inside those limits. You can change either at any time. ## Main pages - [Home](https://www.volaren.ai/): Volaren, your personal investing agent - [Product](https://www.volaren.ai/product): Briefing, Portfolio, Explore, Copy trade and AI agents - [Pricing](https://www.volaren.ai/pricing): Free and the one Volaren plan - [Guides](https://www.volaren.ai/docs): how Volaren works, and an investing curriculum - [Who we are](https://www.volaren.ai/who-we-are): the team - [Our story](https://www.volaren.ai/our-story): why we built Volaren - [Contact](https://www.volaren.ai/contact): talk to the team ## Learn - [AI investing agents](https://www.volaren.ai/ai-investing-agent): Volaren's AI investing agents research, decide with a written reason and trade at your own broker across every account you own, inside limits you set. - [Trade by text](https://www.volaren.ai/trade-by-text): Text Volaren a question or a trade. It texts back the answer, or the exact order, and places it at your own broker when you reply yes. - [Tax-loss harvesting](https://www.volaren.ai/tax-loss-harvesting): Harvest losses at Robinhood, Schwab, Fidelity and every account you own, with wash sales checked across all of them and a replacement to stay invested. - [Copy Nancy Pelosi and politicians](https://www.volaren.ai/copy-trading/pelosi-and-politicians): Copy Nancy Pelosi and members of Congress: every disclosed stock trade becomes a portfolio an AI agent copies into your own account, inside limits you set. - [Copy Warren Buffett and hedge funds](https://www.volaren.ai/copy-trading/buffett-and-hedge-funds): Copy Warren Buffett, Bridgewater and 60 more investors from their SEC 13F filings, with an AI agent that mirrors each new filing in your own account. - [Brokers](https://www.volaren.ai/brokers): Connect every brokerage account you use and one Volaren AI agent sees every holding, explains every move and suggests what to do next. - [AI agent for Robinhood](https://www.volaren.ai/brokers/robinhood): Connect Robinhood and your Volaren AI agent researches, explains each move and trades in your Robinhood account once you say yes, inside your limits. - [AI agent for Webull](https://www.volaren.ai/brokers/webull): Connect Webull and your Volaren AI agent researches, explains each move and trades in your Webull account once you say yes, inside your limits. - [AI agent for Public](https://www.volaren.ai/brokers/public): Connect Public and your Volaren AI agent researches, explains each move and trades in your Public account once you say yes, inside your limits. - [AI agent for E*TRADE](https://www.volaren.ai/brokers/etrade): Connect E*TRADE and your Volaren AI agent researches, explains each move and trades in your E*TRADE account once you say yes, inside your limits. - [AI agent for tastytrade](https://www.volaren.ai/brokers/tastytrade): Connect tastytrade and your Volaren AI agent researches, explains each move and trades in your tastytrade account once you say yes, inside your limits. - [AI agent for moomoo](https://www.volaren.ai/brokers/moomoo): Connect moomoo and your Volaren AI agent researches, explains each move and trades in your moomoo account once you say yes, inside your limits. - [AI agent for TradeStation](https://www.volaren.ai/brokers/tradestation): Connect TradeStation and your Volaren AI agent researches, explains each move and trades in your TradeStation account once you say yes, inside your limits. - [AI agent for Alpaca](https://www.volaren.ai/brokers/alpaca): Connect Alpaca and your Volaren AI agent researches, explains each move and trades in your Alpaca account once you say yes, inside your limits. - [AI agent for eToro](https://www.volaren.ai/brokers/etoro): Connect eToro and your Volaren AI agent researches, explains each move and trades in your eToro account once you say yes, inside your limits. - [AI agent for OANDA](https://www.volaren.ai/brokers/oanda): Connect OANDA and your Volaren AI agent researches, explains each move and trades in your OANDA account once you say yes, inside your limits. - [AI agent for Fidelity](https://www.volaren.ai/brokers/fidelity): Connect Fidelity and your Volaren AI agent sees every holding, explains every move and brings research, tax-aware ideas and alerts. - [AI agent for Charles Schwab](https://www.volaren.ai/brokers/schwab): Connect Charles Schwab and your Volaren AI agent sees every holding, explains every move and brings research, tax-aware ideas and alerts. - [AI agent for Vanguard](https://www.volaren.ai/brokers/vanguard): Connect Vanguard and your Volaren AI agent sees every holding, explains every move and brings research, tax-aware ideas and alerts. - [AI agent for Interactive Brokers](https://www.volaren.ai/brokers/interactive-brokers): Connect Interactive Brokers and your Volaren AI agent sees every holding, explains every move and brings research, tax-aware ideas and alerts. - [AI agent for Coinbase](https://www.volaren.ai/brokers/coinbase): Connect Coinbase and your Volaren AI agent researches, explains each move and trades in your Coinbase account once you say yes, inside your limits. - [Questions about AI and your portfolio](https://www.volaren.ai/faq): Straight answers: can AI manage your portfolio, what is a personal investing agent, does copying Congress trades work, can it trade for you? ## Using Volaren - [Getting started](https://www.volaren.ai/docs/getting-started): Connect your brokerage and bank accounts so Volaren sees every holding, explains every move and trades where you say yes. - [Copilot](https://www.volaren.ai/docs/copilot): Ask anything about a market or your portfolio, run a backtest, or place a trade, all from one box. - [Idea to trade](https://www.volaren.ai/docs/idea-to-trade): Any idea becomes a reasoned book across asset classes, with the reason for every line, then becomes an AI agent in one tap. - [AI agents](https://www.volaren.ai/docs/ai-agents): What an AI agent is, the rules and limits you set, approving each trade or letting it trade inside your limits, testing it first, and its AI cost budget. - [Copy trade](https://www.volaren.ai/docs/copy-trade): Follow people, funds and strategies, see their record, and copy them in your own account inside your limits. - [Portfolio and tax](https://www.volaren.ai/docs/portfolio-and-tax): Every holding across every account in one place, the Tax view, and tax-loss harvesting with wash sales checked across accounts. - [Trade by text](https://www.volaren.ai/docs/trade-by-text): Opt in, then text Volaren a trade: it echoes the exact order and places it on your yes. Ask and approve your AI agents by text too. - [Safety and limits](https://www.volaren.ai/docs/safety-and-limits): The default limits on every AI agent, the 20% loss stop, the AI cost cap, practice and real money, and how you approve. ## Optional - [Reading the three financial statements](https://www.volaren.ai/docs/financial-statements): What the income statement, balance sheet, and cash flow statement each answer, how they tie together, and the ratios analysts read first. - [Reading SEC filings](https://www.volaren.ai/docs/sec-filings): Which filing answers which question, the four sections of a 10-K that carry the value, and the reading order professionals use. - [The time value of money](https://www.volaren.ai/docs/time-value-of-money): Compounding, discounting, annuities and perpetuities: the arithmetic every valuation method stands on, built from zero. - [Qualitative analysis](https://www.volaren.ai/docs/qualitative-analysis): Judging the business before touching a model: moats and the five forces, unit economics, management incentives, and what makes growth durable. - [DCF modeling](https://www.volaren.ai/docs/dcf-modeling): Discounted cash flow from first principles: projecting free cash flow, choosing a discount rate, handling terminal value, and the errors that sink most models. - [Alternative valuation methods](https://www.volaren.ai/docs/other-intrinsic-methods): When a standard DCF is the wrong tool: dividend discount, residual income, FFO and NAV for REITs, banks and insurers, resource NAVs, and sum-of-the-parts. - [Comparable companies analysis](https://www.volaren.ai/docs/comparable-companies): The market cross-check: choosing real peers, matching multiples to numerators, spreading properly, and reading a premium instead of averaging it away. - [Precedent transactions](https://www.volaren.ai/docs/precedent-transactions): What acquirers actually paid for whole companies: control premiums, synergies, sourcing deal terms from filings, and not importing old markets. - [Analyzing a stock, end to end](https://www.volaren.ai/docs/analyzing-a-stock): Assembling qualitative work, DCF, comps and precedents into one defensible view: the football field, method weighting, and the asymmetry test. - [Fixed income and credit](https://www.volaren.ai/docs/fixed-income-credit): Price and yield, duration and convexity, the yield curve, credit spreads, and how a credit analyst underwrites a borrower. - [Commodities](https://www.volaren.ai/docs/commodities): Futures curves as the central object: contango and backwardation, roll yield, storage theory, balances, cost curves, and positioning. - [Crypto analysis](https://www.volaren.ai/docs/crypto-analysis): The taxonomy fork first, then on-chain cost basis, funding and open interest, protocol fundamentals, and what honestly cannot be valued. - [Currency pair fundamental analysis](https://www.volaren.ai/docs/fx-analysis): Rate differentials and carry, purchasing power parity as the slow anchor, balance of payments, and the dollar's special role. - [ETFs and funds](https://www.volaren.ai/docs/etfs-and-funds): How the wrapper actually works: creation and redemption, the professional due-diligence checklist, and flows as a market force. - [Options and derivatives](https://www.volaren.ai/docs/options-derivatives): Calls, puts, and the Greeks as risk dials; implied volatility and its premium; the honest uses: hedging, income, defined-risk expression. - [Risk and return](https://www.volaren.ai/docs/risk-and-return): Measuring performance honestly: CAGR vs averages, volatility and its blind spots, Sharpe and Sortino, drawdowns, and the tails. - [Factor investing](https://www.volaren.ai/docs/factor-investing): The anatomy of returns: value, momentum, quality and the rest, why each might pay, and the regression that X-rays any track record. - [Portfolio optimization](https://www.volaren.ai/docs/portfolio-optimization): The efficient frontier and every standard way to build on it: mean-variance and its failure mode, Black-Litterman, risk parity, vol targeting, and when simple beats optimal. - [Backtesting pitfalls](https://www.volaren.ai/docs/backtesting): Why most backtests lie: overfitting, survivorship, look-ahead, costs, regimes, and the out-of-sample disciplines that survive contact. - [Macro for investors](https://www.volaren.ai/docs/macro-for-investors): Rates as gravity, real yields and breakevens, the cycle's quadrants, central bank reaction functions, and why surprises move markets, not news. - [Building an investment thesis](https://www.volaren.ai/docs/building-a-thesis): Variant perception, the five-line thesis skeleton, catalysts as the clock, the pre-mortem, and choosing your falsifier in the calm. - [From thesis to trade](https://www.volaren.ai/docs/thesis-to-trade): Matching the instrument to the exact claim, scaling in, the three exits decided in advance, and the eight-line trade plan. - [Risk management](https://www.volaren.ai/docs/risk-management): The arithmetic of ruin, sizing in risk units, Kelly as a ceiling, the efficient frontier as a risk tool, and drawdown rules that bind the future self. - [Portfolio construction](https://www.volaren.ai/docs/portfolio-construction): Objectives first, the core-view-hedge layers, what each asset class contributes by regime, the hedging ladder, and rebalancing. - [Behavioral finance](https://www.volaren.ai/docs/behavioral-finance): The five biases that actually cost money, why knowing them barely helps, and the process designs that route around your worst moments. - [Hypergrowth valuation](https://www.volaren.ai/docs/case-hypergrowth-nvidia): Why every model kept breaking, the reverse DCFs at $1T and $3T, the demand ledger, the bear cases and their fates, and the lessons for any hypergrowth company. - [Micron: the cyclical](https://www.volaren.ai/docs/case-cyclical-micron): The memory cycle's anatomy, the inverted P/E rule demonstrated, mid-cycle valuation, supply-side intelligence, and 'this time is different' priced properly. - [Coca-Cola: the steady state](https://www.volaren.ai/docs/case-stable-coca-cola): 1988 versus 1998: the same franchise, correctly then ruinously priced. The itemized-return method for mature compounders. - [General Electric: the conglomerate](https://www.volaren.ai/docs/case-conglomerate-ge): The rise, the fall, and the breakup that vindicated the SOTP lens: earnings smoothing, the GE Capital trap, and discounts that need catalysts. - [The S&P 500 itself](https://www.volaren.ai/docs/case-sp500): What the index actually is, the honest record with the drawdowns kept in, why it compounds, today's concentration, and how to own it. - [Gold: the monetary metal](https://www.volaren.ai/docs/case-gold): The events from 1971 to the central-bank era, the real-rates machine, why gold breaks commodity analysis, and how to own it. - [Bitcoin historical cycles](https://www.volaren.ai/docs/case-bitcoin): What to analyze, the complete event timeline from Mt. Gox to the ETFs, the four-year rhythm, the on-chain toolkit applied, and the risk ledger. - [Carry trade and its unwind](https://www.volaren.ai/docs/case-currency-yen): Plaza to 2024: the world's funding currency as the cleanest lesson in rate differentials, carry, negative skew, and intervention. - [The US 10-year Treasury](https://www.volaren.ai/docs/case-treasury-bond): The world's most important number: the 40-year bull and its 2022 end, duration made real, and how the 'risk-free' asset lost a third of its value. - [The AI investment thesis](https://www.volaren.ai/docs/thesis-ai): The era's defining debate, framed fairly: the value-chain stack, the bull and bear at full strength, the monetization crux, and what to watch. - [Power and hyperscalers](https://www.volaren.ai/docs/thesis-power-hyperscalers): The second-order AI trade: why electricity became the bottleneck, who benefits by link, and whether it escapes the first-order risk. - [The macro regime thesis](https://www.volaren.ai/docs/thesis-macro-regime): Is the low-rate era over? The forces in tension and the scenarios professionals build portfolios against. - [The commodities supercycle](https://www.volaren.ai/docs/thesis-commodities-supercycle): Under-investment versus demand: the structural bull case, the self-curing bear, and why it differs sharply by commodity. - [The banks thesis](https://www.volaren.ai/docs/thesis-banks): Rates, the credit cycle, and the eternal 'cheap for a reason?' question, with the bull and bear framed. - [Healthcare sub-sectors breakdown](https://www.volaren.ai/docs/thesis-healthcare): Four sub-sectors in one word, the demographic tailwind, the GLP-1 cross-sector shock, and patent-cliff risk. - [The industrials thesis](https://www.volaren.ai/docs/thesis-industrials-reshoring): Reshoring, industrial policy, and automation re-rated the old economy: the drivers, why quality wins, and the cyclical caveat. - [Glossary](https://www.volaren.ai/docs/glossary): Every term the school uses, defined once. Docs link here instead of re-defining jargon mid-page.