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What is an Investment Plan?

An Investment Plan is a collection of assets that you can automatically contribute to on a recurring basis. Choose from our catalog of Plans, covering a wide range of investing styles and risk tolerances. Or, create your own Investment Plan from scratch with up to 20 stocks, ETFs, and/or crypto.

Make it a habit, not a hassle

An Investment Plan can help you take the emotion out of investing and focus on your long-term financial goals.

Personalize your Plan

You're in control of which assets go in your Plan, how much you invest, and how you allocate your funds.

Broaden your exposure in one click

It’s never been easier to spread your investing strategy across asset classes, industries, regions, and more.

Find the Investment Plan for you

Investment Plans on Public span a wide range of investing styles, risk tolerances, and interests. Discover these and many more in our catalog of Plans.

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Invest based on risk tolerance

Align your investment strategy with your risk appetite. Our core Plans are built with issuer-model portfolios and range in incremental levels of risk—from conservative to aggressive.

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Invest in bonds strategies

Diversify your portfolio with exposure to bonds. Our bonds Plans have focuses that range from income generation to inflation protection, to align with your goals and needs.

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Invest in a theme

Gain exposure to the trends shaping our world—including the transformative potential of artificial intelligence, the burgeoning growth of the cannabis industry, and more.

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Invest in a geographic region

Broaden your portfolio's reach with our geographic region Plans. These Plans provide access to distinctive global markets, from Asia to Europe, and beyond.

Dollar-cost averaging

Take the emotion out of investing

An Investment Plan on Public may help mitigate your risk of buying at a peak by spreading your investments over time. This strategy is known as dollar-cost averaging. Although it doesn't eliminate risk completely, dollar-cost averaging can help lessen the overall impact of market volatility.

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